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Hewlett Packard

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62%82.21% (+0.59%)

1% less funds holding

Funds holding: 760755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
676
Optimum Investment Advisors
Illinois
$8K -$5.12K -370 -43%
COCM
677
Charter Oak Capital Management
New Hampshire
$8K
PP
678
Pacifica Partners
Canada
$8K
PP
679
PrairieView Partners
Minnesota
$8K +$69 +5 +1%
AWA
680
Arkadios Wealth Advisors
Georgia
$8K +$1.76K +127 +31%
HS
681
Horan Securities
United States
$8K +$7.06K +510 New
TFIPS
682
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.87K
AWM
683
Avior Wealth Management
Nebraska
$7K -$4.43K -320 -40%
CFD
684
Creative Financial Designs
Indiana
$7K
DAM
685
Delta Asset Management
Tennessee
$7K
BWL
686
Bogart Wealth LLC
Virginia
$7K +$28 +2 +0.5%
AIM
687
Arcadia Investment Management
Michigan
$7K +$6.18K +446 New
Jones Financial Companies
688
Jones Financial Companies
Missouri
$7K +$6.54K +472 New
RA
689
Resolute Advisors
California
$7K +$6.54K +472 New
RIM
690
Rockbridge Investment Management
New York
$6K -$13.8K -1,000 -72%
BWP
691
Baldwin Wealth Partners
Massachusetts
$6K -$6.56K -474 -54%
CCM
692
Cribstone Capital Management
Maine
$6K
RBC
693
Roble Belko & Company
Pennsylvania
$6K
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$6K +$3.75K +271 +226%
LWP
695
Lumature Wealth Partners
Georgia
$6K +$5.68K +410 New
EWA
696
Evolution Wealth Advisors
Florida
$5K
FPS
697
Fieldpoint Private Securities
Connecticut
$5K
AWM
698
Accel Wealth Management
Iowa
$4K
AA
699
AlphaMark Advisors
Kentucky
$4K
NSB
700
Norway Savings Bank
Maine
$4K

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.