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Hewlett Packard
HPE

Overview Fund Activity

773 hedge funds and large institutions have $22B invested in Hewlett Packard in 2018 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 176 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+44
Holders Change %
+6.04%
% of All Funds
17.74%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
111
Increased
176
Reduced
306
Closed
61
Calls
$29.2M
Puts
$46.1M
Net Calls
-$16.8M
Net Calls Change
-$70.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$423M
2
Prudential Financial
Prudential Financial
New Jersey
+$102M
3
DZ Bank
DZ Bank
Germany
+$91.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$89.5M
5
AL
AJO LP
Pennsylvania
+$89.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$455M
2
Dodge & Cox
Dodge & Cox
California
-$307M
3
Pzena Investment Management
Pzena Investment Management
New York
-$161M
4
Boston Partners
Boston Partners
Massachusetts
-$151M
5
Citadel Advisors
Citadel Advisors
Florida
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
751
RPG Investment Advisory
California
$2K – – –
OFW
752
Omnia Family Wealth
Florida
$2K – – –
CAL
753
Capital Advisors Ltd
Ohio
$2K +$19 +1 +0.9%
LFG
754
LifePlan Financial Group
Ohio
$2K +$2K +100 New
ACS
755
Archford Capital Strategies
Illinois
$2K +$2K +109 New
VCM
756
Virtue Capital Management
Tennessee
$2K +$2K +113 New
FMA
757
FNY Managed Accounts
New York
$2K +$2K +159 New
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$1.72K +$1.72K +98 New
MRCM
759
M&R Capital Management
New Jersey
$1K -$2.5K -200 -71%
CAC
760
Certified Advisory Corp
Florida
$1K -$2.33K -147 -70%
FBT
761
First Bank & Trust
South Dakota
$1K – – –
TFA
762
Transamerica Financial Advisors
Florida
$1K – – –
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PCM
764
Poehling Capital Management
Wisconsin
$1K – – –
MWM
765
MinichMacGregor Wealth Management
New York
$1K – – –
LWA
766
Lowe Wealth Advisors
Maryland
$1K +$1K +33 New
MIFH
767
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +51 New
GWA
768
Guidant Wealth Advisors
Illinois
$1K +$1K +62 New
OTC
769
Opera Trading Capital
France
$19 – – –
KCM
770
Kingstown Capital Management
New York
– -$53.9M -3,750,000 Closed
IIM
771
Ivory Investment Management
New York
– -$21.8M -1,519,753 Closed
BS
772
Banco Santander
Spain
– -$12.3M -858,156 Closed
NM
773
Nokota Management
New York
– -$12.1M -842,959 Closed
SIP
774
Stoneridge Investment Partners
Pennsylvania
– -$8.06M -561,097 Closed
MLM
775
Mount Lucas Management
Pennsylvania
– -$5.69M -396,140 Closed
29 30
31
32 33