We are live on ! Find out more
HPE icon

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
FIA
701
FNY Investment Advisers
New York
$8K +$9.72K +586 New
CFD
702
Creative Financial Designs
Indiana
$7K -$1.06K -64 -12%
CPA
703
Clear Perspective Advisors
Illinois
$7K
CB
704
Community Bank
New York
$7K
KLWA
705
Kelly Lawrence W & Associates
California
$7K
MSFP
706
Mark Sheptoff Financial Planning
Connecticut
$7K
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$7K
BAM
708
Bruderman Asset Management
New York
$7K +$33 +2 +0.4%
NIM
709
NuWave Investment Management
New Jersey
$6K -$1.2M -72,120 -99%
RA
710
Rational Advisors
New York
$6K -$201K -12,103 -97%
HIM
711
Hillsdale Investment Management
Ontario, Canada
$6K -$1.82K -110 -22%
JWA
712
JFS Wealth Advisors
Pennsylvania
$6K
RBC
713
Roble Belko & Company
Pennsylvania
$6K
SMFS
714
Squar Milner Financial Services
California
$6K +$6.63K +400 New
CIA
715
CSat Investment Advisory
Michigan
$6K +$7.31K +441 New
GI
716
Gradient Investments
Minnesota
$5K -$4.97K -300 -49%
WWM
717
Willingdon Wealth Management
North Carolina
$5K -$2.8K -169 -33%
CJA
718
C-J Advisory
California
$5K
DAM
719
Delta Asset Management
Tennessee
$5K
LYV
720
Live Your Vision
Pennsylvania
$5K
RFM
721
Royal Fund Management
Florida
$5K
TF
722
Tompkins Financial
New York
$5K
Loomis, Sayles & Company
723
Loomis, Sayles & Company
Massachusetts
$5K +$5.64K +340 New
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$4.73K +$3.75K +226 +231%
VIA
725
Vantage Investment Advisors
Pennsylvania
$4K -$1.66K -100 -26%

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.