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Hewlett Packard

769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

3% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 250

0.8% more ownership

Funds ownership: 80.78%81.58% (+0.8%)

1% less funds holding

Funds holding: 775769 (-6)

18% less capital invested

Capital invested by funds: $22B → $18B (-$3.94B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
651
Baldwin Wealth Partners
Massachusetts
$23K
NCM
652
Nelson Capital Management
California
$23K
OIA
653
Optimum Investment Advisors
Illinois
$23K
CCM
654
Cribstone Capital Management
Maine
$23K +$2.49K +150 +10%
VNA
655
Valley National Advisers
Pennsylvania
$22K -$614 -37 -2%
BWM
656
BerganKDV Wealth Management
Minnesota
$22K +$25.1K +1,513 New
TL
657
TrueWealth LLC
Georgia
$20K
FAM
658
Fred Alger Management
New York
$20K +$249 +15 +1%
FIB
659
First Interstate Bank
Montana
$19K
ME
660
McIlrath & Eck
Washington
$18K
LNB
661
Ledyard National Bank
$17K +$8.52K +514 +79%
PCP
662
Proficio Capital Partners
Massachusetts
$16K -$763 -46 -4%
OTC
663
Opera Trading Capital
France
$16K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$16K +$929 +56 +5%
WEC
665
Winslow Evans & Crocker
Massachusetts
$16K +$3.15K +190 +24%
KJWM
666
Kiley Juergens Wealth Management
Washington
$16K +$19.1K +1,152 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$15K -$7.68K -463 -31%
PCTC
668
Perkins Coie Trust Company
Washington
$15K -$5.92K -357 -25%
FC
669
Ferris Capital
Massachusetts
$15K -$3.07K -185 -15%
GFP
670
Gryphon Financial Partners
Ohio
$15K -$1.49K -90 -8%
CWM
671
Cranbrook Wealth Management
Michigan
$15K
PFA
672
Pathway Financial Advisors
Vermont
$15K
SIC
673
Salem Investment Counselors
North Carolina
$15K
SC
674
Sawyer & Company
Massachusetts
$15K
SFG
675
SevenBridge Financial Group
Pennsylvania
$15K

HPE Hedge Fund Activity: Q2 2018 in Review

769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.

  • 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
  • Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
  • 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
  • The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
  • The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.

Based on aggregated 13F filings for Q2 2018.