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Hewlett Packard

900 hedge funds and large institutions have $18.9B invested in Hewlett Packard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 304 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $273M | Put options by funds: $169M

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

5% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 304

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$850M)

0.23% more ownership

Funds ownership: 81.91%82.14% (+0.23%)

0% more funds holding

Funds holding: 900900 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
900
Holders Change
Holders Change %
0%
% of All Funds
12.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
320
Reduced
304
Closed
86
Calls
$273M
Puts
$169M
Net Calls
+$104M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$37.3K -$390 -24 -1%
VNA
702
Valley National Advisers
Pennsylvania
$37K +$520 +32 +2%
CT
703
Colonial Trust
South Carolina
$35.7K +$25.3K +1,561 +347%
HFM
704
Harvest Fund Management
China
$35K +$12.6K +777 +63%
ANBT
705
American National Bank & Trust
Texas
$34.6K +$14.9K +920 +89%
IA
706
IFP Advisors
Florida
$34.5K +$7.5K +462 +31%
TFIPS
707
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.7K
CSC
708
Caldwell Sutter Capital
California
$33.7K +$11.4K +700 +58%
MA
709
Montag & Associates
Georgia
$33.7K
SR
710
Syntax Research
Florida
$33.6K
GWP
711
Gen-Wealth Partners
Michigan
$33.6K +$30.8K +1,897 New
RDFA
712
Ritter Daniher Financial Advisory
Ohio
$33.6K
NS
713
NBC Securities
Alabama
$32K -$3.65K -225 -11%
AS
714
Altshuler Shaham
Israel
$31.3K +$28.7K +1,767 New
BCMLT
715
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.7K +$5.7K +351 +28%
FSWA
716
Financial Synergies Wealth Advisors
Texas
$28.7K +$747 +46 +3%
CMP
717
Coston McIsaac & Partners
Maine
$27K
SAM
718
Smartleaf Asset Management
Massachusetts
$26.8K +$20.5K +1,261 +493%
AA
719
Ancora Advisors
Ohio
$26.5K
RCM
720
Raleigh Capital Management
North Carolina
$26.5K +$23.2K +1,427 +2,195%
RA
721
Rise Advisors
New York
$26K +$17.1K +1,051 +254%
MHR
722
Matthew Hamilton Rosenberg
$25.6K
TWC
723
TD Waterhouse Canada
Ontario, Canada
$24.8K +$455 +28 +2%
PWMG
724
Prestige Wealth Management Group
New Jersey
$24.7K -$1.3K -80 -5%
Lazard Asset Management
725
Lazard Asset Management
New York
$24K -$9.15M -563,522 -100%

HPE Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2024, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HPE positions and 86 closed out — a net gain of 11 holders — while 320 added to existing stakes and 304 trimmed.

The largest buyer was Barclays, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 900 institutional investors held Hewlett Packard (HPE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $18.9B of Hewlett Packard stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 97 funds opened new Hewlett Packard positions in Q1 2024 and 86 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2024 was Barclays, an estimated $266M added.
  • The largest Hewlett Packard seller in Q1 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2024.