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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
CA
701
Clearstead Advisors
Ohio
$232K -$14.8K -777 -6%
SFWA
702
Summit Financial Wealth Advisors
Louisiana
$232K +$23.7K +1,242 +12%
DFCM
703
Dark Forest Capital Management
Puerto Rico
$231K +$216K +11,304 New
TAM
704
Tocqueville Asset Management
New York
$231K +$216K +11,294 New
CP
705
Capital Planning
Washington
$231K +$669 +35 +0.3%
PFPT
706
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$1.51K +79 +0.7%
BFG
707
Berger Financial Group
Minnesota
$229K -$2.69K -141 -1%
SIS
708
Sound Income Strategies
Florida
$227K +$201K +10,521 +1,765%
SL
709
Sentry LLC
Tennessee
$226K
RMDI
710
R.M. Davis Inc
Maine
$225K +$229 +12 +0.1%
BPWM
711
Badgley Phelps Wealth Managers
Washington
$225K +$209K +10,941 New
DWM
712
Drive Wealth Management
Utah
$225K -$554 -29 -0.3%
CL
713
COWA LLC
Oklahoma
$225K -$19.1K -1,000 -8%
VT
714
Vise Technologies
New York
$223K +$208K +10,894 New
PTC
715
Private Trust Company
Ohio
$221K -$20.3K -1,060 -9%
I
716
IMPACTfolio
Colorado
$220K +$1.36K +71 +0.7%
DCM
717
Driehaus Capital Management
Illinois
$217K +$203K +10,630 New
FB
718
Fulton Bank
Pennsylvania
$216K +$202K +10,573 New
FMWA
719
Forvis Mazars Wealth Advisors
Missouri
$216K +$382 +20 +0.2%
FFB
720
First Financial Bankshares
Texas
$213K
RBFC
721
Roman Butler Fullerton & Co
Missouri
$213K +$196K +10,263 New
IIM
722
Ironwood Investment Management
Massachusetts
$212K -$8.06K -422 -4%
DOA
723
D'Orazio & Associates
Virginia
$212K +$2.77K +145 +1%
SB
724
Sunflower Bank
Texas
$210K +$197K +10,288 New
AIM
725
Anchor Investment Management
South Carolina
$210K

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.