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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
LSPW
651
Lake Street Private Wealth
Illinois
$259K -$5.53K -300 -2%
RVPG
652
Relative Value Partners Group
$259K +$226K +12,237 New
AWM
653
Axxcess Wealth Management
California
$257K +$224K +12,163 New
CA
654
Clearstead Advisors
Ohio
$257K +$37.2K +2,019 +20%
SIA
655
Schechter Investment Advisors
Michigan
$256K +$223K +12,109 New
CL
656
COWA LLC
Oklahoma
$254K -$5.53K -300 -2%
UAS
657
United Asset Strategies
New York
$253K +$221K +11,964 New
PTC
658
Private Trust Company
Ohio
$251K +$28.5K +1,545 +15%
IWA
659
IBEX Wealth Advisors
New Jersey
$251K +$218K +11,839 New
FCH
660
Freestone Capital Holdings
Washington
$248K -$2.34K -127 -1%
FDS
661
First Dallas Securities
Texas
$247K +$215K +11,650 New
GM
662
GeoWealth Management
Illinois
$246K +$5.55K +301 +3%
AWE
663
Avidian Wealth Enterprises
Texas
$244K +$213K +11,532 New
BFG
664
Berger Financial Group
Minnesota
$240K -$7.21K -391 -3%
CFGS
665
Concourse Financial Group Securities
Alabama
$239K +$21K +1,141 +11%
CP
666
Capital Planning
Washington
$238K
CFG
667
Citizens Financial Group
Rhode Island
$237K +$207K +11,216 New
WHC
668
Wulff, Hansen & Co
California
$236K -$5.99K -325 -3%
PFPT
669
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K
DWM
670
Drive Wealth Management
Utah
$234K +$202K +10,968 New
SL
671
Sentry LLC
Tennessee
$233K
GCIA
672
Gabelli & Co Investment Advisers
New York
$233K +$203K +11,000 New
RMDI
673
R.M. Davis Inc
Maine
$233K +$203K +11,000 New
AC
674
Avestar Capital
New York
$233K +$203K +10,988 New
FHA
675
First Horizon Advisors
Tennessee
$231K +$9.23K +501 +5%

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.