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Hewlett Packard

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 82.15%81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
701
Hantz Financial Services
Michigan
$19K
CHA
702
Carmichael Hill & Associates
Maryland
$18.7K +$15.3K +1,000 +877%
AFG
703
Albion Financial Group
Utah
$17.9K -$1.42K -93 -8%
GIA
704
GHP Investment Advisors
Colorado
$17.6K
BWM
705
BerganKDV Wealth Management
Minnesota
$17.4K -$2.19K -143 -12%
FCAG
706
First Capital Advisors Group
New Jersey
$17.3K +$15.8K +1,031 New
ANBT
707
American National Bank & Trust
Texas
$17.3K
CT
708
Caldwell Trust
Florida
$17.2K
CA
709
Centerpoint Advisors
Massachusetts
$17K
CAM
710
Close Asset Management
United Kingdom
$17K
SC
711
Sawyer & Company
Massachusetts
$17K
NOI
712
Newton One Investments
Delaware
$16.9K +$122 +8 +0.8%
CWM
713
Cranbrook Wealth Management
Michigan
$16.9K
CB
714
Centennial Bank
Arkansas
$16.8K
GIS
715
Grayhawk Investment Strategies
Alberta, Canada
$16.8K
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$16.3K +$14.8K +971 New
WAM
717
WFA Asset Management
Wisconsin
$16K +$107 +7 +0.7%
SWM
718
Sugarloaf Wealth Management
Georgia
$15.7K
LFA
719
Level Financial Advisors
New York
$15.4K
NFSG
720
Newbridge Financial Services Group
Florida
$15.4K +$107 +7 +0.8%
AF
721
Advisornet Financial
Minnesota
$15.4K +$780 +51 +6%
GI
722
Gradient Investments
Minnesota
$15.3K
BLC
723
Brown, Lisle/Cummings
Rhode Island
$15.1K +$13.7K +898 New
PB
724
Pinnacle Bancorp
Nebraska
$15K +$1.36K +89 +11%
FCT
725
First Community Trust
Iowa
$14.3K

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.