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Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Perennial Advisors
New York
$294K
CI
627
Cigna Investments
Connecticut
$291K
IFG
628
Independent Financial Group
California
$289K +$56.3K +3,057 +29%
FFG
629
Fiduciary Financial Group
California
$288K +$248K +13,458 New
BWP
630
Balboa Wealth Partners
Arizona
$287K +$250K +13,547 New
PWM
631
Perigon Wealth Management
California
$283K +$246K +13,364 New
AAM
632
Auxier Asset Management
Oregon
$283K
SRL
633
Scientech Research LLC
New Jersey
$283K +$246K +13,356 New
CCB
634
Cutter & Co Brokerage
Missouri
$282K +$8.11K +440 +3%
CCFM
635
Clear Creek Financial Management
Washington
$280K -$25.2K -1,365 -9%
PP
636
PDS Planning
Ohio
$278K +$3.15K +171 +1%
TLFA
637
True Link Financial Advisors
California
$277K
CCAL
638
City Center Advisors LLC
Michigan
$277K
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$276K
ICA
640
Infrastructure Capital Advisors
New York
$274K +$239K +12,965 New
SSW
641
Smith Shellnut Wilson
Mississippi
$274K
BHBT
642
Burke & Herbert Bank & Trust
Virginia
$273K -$4.33K -235 -2%
NPT
643
Nixon Peabody Trust
Massachusetts
$270K
MYIA
644
Mount Yale Investment Advisors
Colorado
$268K +$233K +12,645 New
BBA
645
Baader Bank Aktiengesellschaft
Germany
$266K +$233K +12,638 New
APP
646
Avantax Planning Partners
Iowa
$265K -$2.21K -120 -0.9%
PW
647
Peninsula Wealth
California
$264K +$1.6K +87 +0.7%
PI
648
PFG Investments
New York
$261K +$12K +649 +6%
DA
649
Doliver Advisors
Texas
$260K +$227K +12,300 New
AFG
650
Atomi Financial Group
New York
$260K +$18.2K +986 +9%

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.