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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
FBT
751
First Bank & Trust
South Dakota
$1K
LFG
752
LifePlan Financial Group
Ohio
$1K
MWM
753
MinichMacGregor Wealth Management
New York
$1K
MRCM
754
M&R Capital Management
New Jersey
$1K
OFW
755
Omnia Family Wealth
Florida
$1K
PCM
756
Poehling Capital Management
Wisconsin
$1K
RIA
757
RPG Investment Advisory
California
$1K
SIAS
758
Shine Investment Advisory Services
Colorado
$1K
TDC
759
Thompson Davis & Co
Virginia
$1K
TFA
760
Transamerica Financial Advisors
Florida
$1K
TFA
761
Toth Financial Advisory
Virginia
$1K +$17 +1 +1%
KL
762
KWMG LLC
Kansas
$1K +$862 +52 New
SWP
763
Strategic Wealth Partners
Ohio
$1K +$1.56K +94 New
AIL
764
AGF Investments LLC
Ontario, Canada
$445 +$500K +30,179 +10,974%
YAM
765
Yacktman Asset Management
Texas
-$34.3M -1,957,530 Closed
ECM
766
Element Capital Management
New York
-$21.6M -1,229,429 Closed
Voloridge Investment Management
767
Voloridge Investment Management
Florida
-$17.1M -974,854 Closed
Holocene Advisors
768
Holocene Advisors
New York
-$13.9M -793,929 Closed
Renaissance Technologies
769
Renaissance Technologies
New York
-$13.4M -763,300 Closed
American Century Companies
770
American Century Companies
Missouri
-$12.9M -735,480 Closed
HCM
771
Howard Capital Management
Georgia
-$11M -629,026 Closed
Balyasny Asset Management
772
Balyasny Asset Management
Illinois
-$6.28M -378,546 Closed
JCM
773
Jafra Capital Management
New York
-$6.63M -378,245 Closed
ZIG
774
Zurich Insurance Group
Switzerland
-$6.36M -362,473 Closed
OAM
775
Oxford Asset Management
United Kingdom
-$4.34M -247,746 Closed

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.