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Hewlett Packard

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.56% less ownership

Funds ownership: 82.15%81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
751
GW&K Investment Management
Massachusetts
$9K +$7.81K +511 New
GBT
752
Grove Bank & Trust
Florida
$8.97K
AWM
753
Abound Wealth Management
Tennessee
$8.74K +$2.72K +178 +52%
FCB
754
First Command Bank
Texas
$8.48K +$5.79K +379 +301%
FCFS
755
First Command Financial Services
Texas
$8.48K +$5.79K +379 +301%
TLA
756
Tanglewood Legacy Advisors
Texas
$8.43K +$7.68K +502 New
CCA
757
Column Capital Advisors
Indiana
$8.4K -$3.61K -236 -32%
MCM
758
MV Capital Management
Maryland
$8.05K -$2.22K -145 -23%
JEST
759
JTC Employer Solutions Trustee
Jersey
$8K
PP
760
PrairieView Partners
Minnesota
$8K
AAP
761
Arax Advisory Partners
Colorado
$7.8K +$31 +2 +0.4%
CFD
762
Creative Financial Designs
Indiana
$7.79K
Fisher Asset Management
763
Fisher Asset Management
Washington
$7.74K
CT
764
Colonial Trust
South Carolina
$7.56K -$7.58K -496 -52%
YAL
765
Your Advocates Ltd
Texas
$7.56K +$6.88K +450 New
NF
766
Norwood Financial
Pennsylvania
$7.55K
BWL
767
Bogart Wealth LLC
Virginia
$7.26K +$15 +1 +0.2%
TAIM
768
TD Ameritrade Investment Management
Nebraska
$7K -$9.39K -614 -61%
RBC
769
Roble Belko & Company
Pennsylvania
$7K
PK
770
Pflug Koory
Nebraska
$6.99K -$6.88K -450 -52%
LWP
771
Lumature Wealth Partners
Georgia
$6.89K
RA
772
Rise Advisors
New York
$6.86K +$46 +3 +0.7%
RFG
773
RFP Financial Group
Georgia
$6.79K
FC
774
Family CFO
California
$6.72K
HWA
775
Heritage Wealth Advisors
Virginia
$6.72K

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.