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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
WTB
676
Washington Trust Bank
Washington
$15K
FHA
677
Flagship Harbor Advisors
Massachusetts
$15K +$17.6K +1,064 New
LWM
678
Lenox Wealth Management
Ohio
$14K
TFO
679
Tarbox Family Office
California
$14K
NCM
680
New Capital Management
Texas
$14K +$66 +4 +0.4%
PW
681
Price Wealth
Texas
$14K +$8.9K +537 +133%
HT
682
Heritage Trust
Oklahoma
$13K
RWG
683
Regal Wealth Group
California
$13K +$17 +1 +0.1%
CPIG
684
Chicago Partners Investment Group
Illinois
$13K +$12K +721 +361%
EARNEST Partners
685
EARNEST Partners
Georgia
$12K
SSB
686
Sandy Spring Bank
Maryland
$12K
WPA
687
West Paces Advisors
Georgia
$11.9K
AAM
688
Advisors Asset Management
Colorado
$11K -$99 -6 -0.8%
FANJ
689
Financial Architects (New Jersey)
New Jersey
$10K -$1.54K -93 -12%
NSB
690
Norway Savings Bank
Maine
$10K -$17 -1 -0.1%
AIM
691
Advantage Investment Management
Iowa
$10K
AssetMark Inc
692
AssetMark Inc
California
$10K
MFW
693
Mosaic Family Wealth
Missouri
$10K
CFA
694
Carroll Financial Associates
North Carolina
$9K
FMP
695
Financial Management Professionals
Texas
$9K
MSA
696
Marino Stram & Associates
Massachusetts
$9K +$17 +1 +0.2%
IFAM
697
Institutional & Family Asset Management
Colorado
$9K +$50 +3 +0.5%
HIIFS
698
Harel Insurance Investments & Financial Services
Israel
$8K
PSC
699
Prentiss Smith & Co
Vermont
$8K
WA
700
WP Advisors
California
$8K +$9.17K +553 New

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.