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Hewlett Packard

1,016 hedge funds and large institutions have $22.1B invested in Hewlett Packard in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 402 increasing their positions, 301 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $629M | Put options by funds: $400M

54% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 89

34% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 301

4% more funds holding

Funds holding: 9791,016 (+37)

2.44% more ownership

Funds ownership: 80.73%83.17% (+2.4%)

0% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$110M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,016
Holders Change
+37
Holders Change %
+3.78%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
137
Increased
402
Reduced
301
Closed
89
Calls
$629M
Puts
$400M
Net Calls
+$229M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
676
Stratos Wealth Partners
Ohio
$259K -$57.4K -3,006 -19%
WHC
677
Wulff, Hansen & Co
California
$259K +$29K +1,517 +14%
EFS
678
Essex Financial Services
Connecticut
$257K +$22.8K +1,191 +10%
IFWM
679
Institute for Wealth Management
Colorado
$256K +$44.8K +2,344 +23%
CCFM
680
Clear Creek Financial Management
Washington
$255K -$15.4K -804 -6%
WG
681
Winton Group
United Kingdom
$254K +$237K +12,417 New
Baird Financial Group
682
Baird Financial Group
Wisconsin
$253K -$138K -7,226 -37%
FHA
683
First Horizon Advisors
Tennessee
$251K +$25.8K +1,349 +12%
SFS
684
Sharp Financial Services
Pennsylvania
$250K +$233K +12,200 New
GCM
685
Gibraltar Capital Management
Oklahoma
$249K +$233K +12,179 New
CH
686
Canton Hathaway
Rhode Island
$248K +$57.3K +3,000 +33%
APP
687
Avantax Planning Partners
Iowa
$248K -$7.97K -417 -3%
DA
688
Doliver Advisors
Texas
$246K -$5.73K -300 -2%
AWE
689
Avidian Wealth Enterprises
Texas
$244K +$7.09K +371 +3%
AWA
690
Aaron Wealth Advisors
Illinois
$243K +$227K +11,885 New
I
691
InceptionR
California
$242K +$226K +11,824 New
OTPPB
692
Ontario Teachers' Pension Plan Board
Ontario, Canada
$241K -$1.37M -71,682 -86%
DWM
693
Dakota Wealth Management
Florida
$240K +$23.5K +1,228 +12%
FCH
694
Freestone Capital Holdings
Washington
$239K
CWA
695
Clarus Wealth Advisors
Arizona
$239K +$219K +11,458 New
LSPW
696
Lake Street Private Wealth
Illinois
$238K -$11.5K -600 -5%
TCWM
697
Total Clarity Wealth Management
Illinois
$236K +$221K +11,554 New
CFG
698
Citizens Financial Group
Rhode Island
$236K +$4.8K +251 +2%
APC
699
Aspire Private Capital
North Carolina
$233K +$40.1K +2,098 +23%
NSIM
700
North Star Investment Management
Illinois
$233K -$860K -45,000 -80%

HPE Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2024, worth a combined $22.1B — down 0.49% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 89 closed out — a net gain of 48 holders — while 402 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $296M. The largest seller was Arrowstreet Capital, cutting an estimated $371M.

  • 1,016 institutional investors held Hewlett Packard (HPE) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $22.1B of Hewlett Packard stock for Q3 2024, down 0.49% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q3 2024 and 89 closed out, a net change of +48 holders.
  • The largest Hewlett Packard buyer in Q3 2024 was Ameriprise, an estimated $296M added.
  • The largest Hewlett Packard seller in Q3 2024 was Arrowstreet Capital, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2024.