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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
II
801
Ibex Investors
Colorado
-$291K -16,614 Closed
ZDA
802
Zweig-DiMenna Associates
New York
-$263K -15,000 Closed
BJL
803
Brighton Jones LLC
Washington
-$241K -13,755 Closed
MWM
804
Mission Wealth Management
California
-$224K -12,744 Closed
VAM
805
Visionary Asset Management
Texas
-$210K -12,276 Closed
KIA
806
KCM Investment Advisors
California
-$198K -11,261 Closed
H
807
Hexavest
Quebec, Canada
-$193K -11,000 Closed
AF
808
Arrow Financial
New York
-$158K -9,000 Closed
CIP
809
Convergence Investment Partners
Florida
-$129K -7,372 Closed
IWM
810
IHT Wealth Management
Illinois
-$77K -4,505 Closed
HFM
811
Harvest Fund Management
China
-$71K -4,066 Closed
EMG
812
ETF Managers Group
New Jersey
-$51K -2,970 Closed
CLOS
813
Compagnie Lombard Odier SCmA
Switzerland
-$32K -1,837 Closed
ACM
814
Armbruster Capital Management
New York
-$32K -1,800 Closed
APP
815
Avantax Planning Partners
Iowa
-$22K -1,234 Closed
MCWS
816
McKinley Carter Wealth Services
West Virginia
-$21K -1,200 Closed
OBWP
817
O'Brien Wealth Partners
Massachusetts
-$12K -700 Closed
IIC
818
Integrated Investment Consultants
Michigan
-$12K -685 Closed
FCAG
819
First Capital Advisors Group
New Jersey
-$11K -614 Closed
CC
820
Claybrook Capital
Massachusetts
-$9.35K -564 Closed
BWA
821
Burt Wealth Advisors
Maryland
-$9K -501 Closed
PFPT
822
Pinnacle Financial Partners (Tennessee)
Tennessee
-$8K -474 Closed
WAS
823
WESPAC Advisors SoCal
California
-$7K -430 Closed
HFP
824
Holistic Financial Partners
Indiana
-$7K -406 Closed
IBOK
825
Independence Bank of Kentucky
Kentucky
-$7K -390 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.