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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
AWM
726
AllSquare Wealth Management
New York
$4K
AA
727
AlphaMark Advisors
Kentucky
$4K
GRP
728
Global Retirement Partners
California
$4K
TIM
729
Tortoise Investment Management
New York
$4K
WAM
730
Watermark Asset Management
California
$4K
WF
731
WealthTrust Fairport
Ohio
$4K
BWM
732
Baystate Wealth Management
Massachusetts
$4K +$33 +2 +0.7%
CTB
733
Country Trust Bank
Illinois
$4K +$978 +59 +27%
MS
734
Marshall & Sullivan
Washington
$3.04K +$3.45K +208 New
AOWM
735
Alpha Omega Wealth Management
Virginia
$3K
CPA
736
Cowen Prime Advisors
New York
$3K
DWA
737
Divergent Wealth Advisors
Utah
$3K
BCA
738
Bay Colony Advisors
Massachusetts
$3K +$3.33K +201 New
GCM
739
Gables Capital Management
Florida
$3K +$3.9K +235 New
WWMSC
740
Wagner Wealth Management (South Carolina)
South Carolina
$2K -$464 -28 -18%
ACS
741
Archford Capital Strategies
Illinois
$2K
CAL
742
Capital Advisors Ltd
Ohio
$2K
CFG
743
Citizens Financial Group
Rhode Island
$2K
DBT
744
Dubuque Bank & Trust
Iowa
$2K
FFC
745
First Financial Corp
Indiana
$2K
NWM
746
Northwest Wealth Management
Iowa
$2K
BG
747
Bollard Group
Massachusetts
$2K +$17 +1 +0.7%
CFC
748
Coyle Financial Counsel
Illinois
$2K +$1.86K +112 New
PRS
749
Pinkerton Retirement Specialists
Idaho
$2K +$2.22K +134 New
CAC
750
Certified Advisory Corp
Florida
$1K

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.