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Hewlett Packard
HPE

755 hedge funds and large institutions have $16.8B invested in Hewlett Packard in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 247 increasing their positions, 261 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

32% more capital invested

Capital invested by funds: $12.7B → $16.8B (+$4.07B)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.59% more ownership

Funds ownership: 81.62% → 82.21% (+0.59%)

1% less funds holding

Funds holding: 760 → 755 (-5)

5% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 261

49% less call options, than puts

Call options by funds: $44.9M | Put options by funds: $88.2M

Holders
755
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
79
Increased
247
Reduced
261
Closed
75
Calls
$44.9M
Puts
$88.2M
Net Calls
-$43.3M
Net Calls Change
-$12.8M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$547M
2
BlackRock
BlackRock
New York
+$168M
3
AAMU
Amundi Asset Management US
Massachusetts
+$76.5M
4
Morgan Stanley
Morgan Stanley
New York
+$40.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$190M
2
Renaissance Technologies
Renaissance Technologies
New York
-$62.6M
3
PP
Prudential plc
United Kingdom
-$60M
4
Primecap Management
Primecap Management
California
-$57.8M
5
Millennium Management
Millennium Management
New York
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
726
Harbor Investment Advisory
Maryland
$2K +$346 +25 +22%
BAM
727
Barrett Asset Management
New York
$2K +$1.39K +100 New
TIM
728
Tortoise Investment Management
New York
$2K +$1.39K +100 New
SWG
729
Summit Wealth Group
Vermont
$2K +$1.62K +117 New
KFP
730
KB Financial Partners
New Jersey
$2K +$2.01K +145 New
WIM
731
Westside Investment Management
California
$1.26K – – –
CAL
732
Capital Analysts LLC
Pennsylvania
$1K -$1.4K -101 -76%
FBT
733
First Bank & Trust
South Dakota
$1K – – –
GCM
734
Gables Capital Management
Florida
$1K – – –
IHWM
735
Iron Horse Wealth Management
Iowa
$1K – – –
LWP
736
Laurel Wealth Planning
Minnesota
$1K – – –
M1FG
737
Mach-1 Financial Group
Arkansas
$1K – – –
TFGT
738
TS Financial Group (TSFG)
Illinois
$1K – – –
UFF
739
USA Financial Formulas
Michigan
$1K – – –
CWC
740
Carolinas Wealth Consulting
North Carolina
$1K +$14 +1 +1%
SSC
741
Syverson Strege & Co
Iowa
$1K +$14 +1 +1%
TLCM
742
Twin Lakes Capital Management
California
$1K +$872 +63 New
PWM
743
Prentice Wealth Management
New York
$1K +$1.02K +74 New
FGAM
744
Financial Gravity Asset Management
Texas
$198 +$14 +1 +8%
BBHC
745
Brown Brothers Harriman & Co
New York
$106 -$58.8K -4,247 -39%
SWM
746
Sugarloaf Wealth Management
Georgia
$15 – – –
Renaissance Technologies
747
Renaissance Technologies
New York
– -$62.6M -5,285,900 Closed
Voloridge Investment Management
748
Voloridge Investment Management
Florida
– -$18.2M -1,536,450 Closed
LBA
749
Letko, Brosseau & Associates
Quebec, Canada
– -$7.32M -617,638 Closed
AIM
750
Aigen Investment Management
New York
– -$5.53M -466,581 Closed
28 29
30
31 32

HPE Hedge Fund Activity: Q1 2021 in Review

755 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2021, worth a combined $16.8B — up 32% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HPE positions and 75 closed out — a net gain of 4 holders — while 247 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $547M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $190M.

  • 755 institutional investors held Hewlett Packard (HPE) as of Q1 2021, down from 760 in Q4 2020.
  • Funds reported $16.8B of Hewlett Packard stock for Q1 2021, up 32% quarter-over-quarter.
  • 79 funds opened new Hewlett Packard positions in Q1 2021 and 75 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q1 2021 was Bank of America, an estimated $547M added.
  • The largest Hewlett Packard seller in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2021.