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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
Wells Fargo
51
Wells Fargo
California
$50.6M +$14.6M +881,890 +34%
Bank of America
52
Bank of America
North Carolina
$49.2M +$189K +11,386 +0.3%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$47.1M -$1.05M -63,606 -2%
LBA
54
Letko, Brosseau & Associates
Quebec, Canada
$46.4M -$602K -36,320 -1%
CS
55
Credit Suisse
Switzerland
$45.2M +$5.5M +331,668 +12%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$42.9M +$9.44K +569 +0%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$42.4M +$1.82M +109,599 +4%
USAA
58
United Services Automobile Association
Texas
$42M +$2.44M +147,394 +5%
Millennium Management
59
Millennium Management
New York
$41.8M -$16M -966,121 -25%
Asset Management One
60
Asset Management One
Japan
$41.5M -$4.29M -258,763 -8%
AllianceBernstein
61
AllianceBernstein
Tennessee
$40.4M -$62.2K -3,750 -0.1%
PFC
62
Poplar Forest Capital
California
$39.9M -$261K -15,752 -0.6%
Ameriprise
63
Ameriprise
Minnesota
$38.6M -$2.11M -127,013 -5%
Principal Financial Group
64
Principal Financial Group
Iowa
$38.1M +$5.73M +345,543 +15%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$36.9M -$2.19M -132,288 -5%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$35.6M +$2.08M +125,605 +5%
Capital Fund Management (CFM)
67
Capital Fund Management (CFM)
France
$34.5M +$39.1M +2,360,664 New
GF
68
Gabelli Funds
New York
$34.4M -$779K -47,000 -2%
Allianz Asset Management
69
Allianz Asset Management
Germany
$34.1M +$13.9M +837,364 +56%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$29.5M -$15.7M -945,563 -32%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$29.2M +$4.81M +290,003 +17%
SEI Investments
72
SEI Investments
Pennsylvania
$28.7M +$7.62M +459,654 +31%
National Pension Service
73
National Pension Service
South Korea
$27.6M +$3.1M +186,906 +11%
Barclays
74
Barclays
United Kingdom
$27M -$16.1M -973,638 -34%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$25.8M -$1.58M -95,114 -5%

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.