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Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
701
J.W. Cole Advisors
Florida
$208K +$181K +9,803 New
VA
702
Valmark Advisers
Ohio
$208K -$11.3K -614 -6%
Bank Julius Baer & Co
703
Bank Julius Baer & Co
Switzerland
$204K -$9.86K -535 -6%
BC
704
Burney Company
Virginia
$204K -$16.9K -916 -9%
EFS
705
Essex Financial Services
Connecticut
$203K +$216K +11,744 New
CTC
706
Central Trust Company
Missouri
$203K +$645 +35 +0.4%
APC
707
Aspire Private Capital
North Carolina
$197K +$31.1K +1,688 +22%
GITFIT
708
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$195K
CH
709
Canton Hathaway
Rhode Island
$193K +$168K +9,100 New
AWM
710
Avior Wealth Management
Nebraska
$192K -$14.4K -781 -8%
BTI
711
Blue Trust Inc
Georgia
$191K +$58.5K +3,173 +42%
UB
712
UMB Bank
Missouri
$189K -$23.4K -1,272 -12%
WTC
713
WhitTier Trust Company
Nevada
$184K -$1.7K -92 -1%
TCOV
714
Trust Company of Vermont
Vermont
$176K -$5.44K -295 -3%
AFWM
715
Abich Financial Wealth Management
Virginia
$174K +$131K +7,114 +638%
WBC
716
Westpac Banking Corp
Australia
$169K -$642K -34,852 -81%
OC
717
Oakworth Capital
Alabama
$168K
AAG
718
Armstrong Advisory Group
Massachusetts
$159K +$2.1K +114 +2%
Cohen & Steers
719
Cohen & Steers
New York
$154K +$240 +13 +0.2%
HPC
720
HM Payson & Co
Maine
$153K -$30.3K -1,644 -18%
MG
721
Mather Group
Illinois
$148K +$30.5K +1,653 +25%
WWM
722
Wolff Wiese Magana
California
$146K +$127K +6,888 +34,440%
SFC
723
Strategic Financial Concepts
Texas
$138K +$384K +20,849 New
DMBA
724
Deseret Mutual Benefit Administrators
Utah
$138K
ECM
725
Estabrook Capital Management
New York
$135K

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.