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Hewlett Packard

761 hedge funds and large institutions have $17.3B invested in Hewlett Packard in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 247 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $30M | Put options by funds: $26.7M

1% more capital invested

Capital invested by funds: $17.2B → $17.3B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.54% less ownership

Funds ownership: 81.25%80.71% (-0.54%)

5% less funds holding

Funds holding: 799761 (-38)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 296

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

Holders
761
Holders Change
-38
Holders Change %
-4.76%
% of All Funds
16.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
55
Increased
247
Reduced
296
Closed
81
Calls
$30M
Puts
$26.7M
Net Calls
+$3.36M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
Sawyer & Company
Massachusetts
$15K
SFG
677
SevenBridge Financial Group
Pennsylvania
$15K
TFO
678
Tarbox Family Office
California
$15K
NCM
679
New Capital Management
Texas
$15K +$106 +7 +0.7%
ANBT
680
American National Bank & Trust
Texas
$15K +$15.6K +1,029 New
TFS
681
TrustCore Financial Services
Tennessee
$13K -$1.18K -78 -8%
FNBOSM
682
First National Bank of South Miami
Florida
$13K
LWM
683
Lenox Wealth Management
Ohio
$13K
CLOS
684
Compagnie Lombard Odier SCmA
Switzerland
$13K +$13.2K +870 New
WPA
685
West Paces Advisors
Georgia
$12.2K
GI
686
Gradient Investments
Minnesota
$12K -$6.65K -439 -35%
EARNEST Partners
687
EARNEST Partners
Georgia
$12K
EI
688
Ellevest Inc
New York
$12K
SSB
689
Sandy Spring Bank
Maryland
$12K
CFA
690
Carroll Financial Associates
North Carolina
$11K +$45 +3 +0.4%
AIM
691
Advantage Investment Management
Iowa
$10K -$15.8K -1,040 -60%
RWG
692
Regal Wealth Group
California
$10K -$3.33K -220 -25%
GWS
693
Glassman Wealth Services
Virginia
$10K -$2.11K -139 -18%
AAM
694
Advisors Asset Management
Colorado
$10K -$333 -22 -3%
IFAM
695
Institutional & Family Asset Management
Colorado
$10K +$61 +4 +0.6%
MIFH
696
Migdal Insurance & Financial Holdings
Israel
$10K +$1.3K +86 +14%
CFG
697
Citizens Financial Group
Rhode Island
$9K -$4.29K -283 -33%
FMP
698
Financial Management Professionals
Texas
$9K
ONST
699
Old North State Trust
North Carolina
$9K
MSFP
700
Mark Sheptoff Financial Planning
Connecticut
$9K +$1.51K +100 +20%

HPE Hedge Fund Activity: Q2 2019 in Review

761 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2019, worth a combined $17.3B — up 0.71% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of HPE and 55 opened new positions — a net loss of 26 holders — while 296 trimmed existing stakes and 247 added.

The largest buyer was Nuveen, adding an estimated $110M. The largest seller was Dodge & Cox, cutting an estimated $358M.

  • 761 institutional investors held Hewlett Packard (HPE) as of Q2 2019, down from 799 in Q1 2019.
  • Funds reported $17.3B of Hewlett Packard stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 55 funds opened new Hewlett Packard positions in Q2 2019 and 81 closed out, a net change of -26 holders.
  • The largest Hewlett Packard buyer in Q2 2019 was Nuveen, an estimated $110M added.
  • The largest Hewlett Packard seller in Q2 2019 was Dodge & Cox, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2019.