Hewlett Packard
HPE
729 hedge funds and large institutions have $16.4B invested in Hewlett Packard in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 221 increasing their positions, 290 reducing their positions, and 83 closing their positions.
26% more call options, than puts
Call options by funds: $28.9M | Put options by funds: $23M
1.91% more ownership
Funds ownership: 80.71% → 82.62% (+1.9%)
4% less funds holding
Funds holding: 761 → 729 (-32)
5% less capital invested
Capital invested by funds: $17.3B → $16.4B (-$922M)
24% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 290
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
35% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$278M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$56.9M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$53.3M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$48.7M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$77.2M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$64.3M |
| 3 |
Primecap Management
Pasadena,
California
|
-$64.2M |
| 4 |
JP Morgan Chase
New York
|
-$60.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$33.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
801
Next Capital Management
New York
| – | -$3K | -176 | Closed |
|
|
EWM
802
Executive Wealth Management
Brighton,
Michigan
| – | -$2K | -167 | Closed |
|
|
TA
803
TCG Advisors
Austin,
Texas
| – | -$2K | -144 | Closed |
|
|
ACS
804
Archford Capital Strategies
Swansea,
Illinois
| – | -$2K | -109 | Closed |
|
|
TFA
805
Toth Financial Advisory
Leesburg,
Virginia
| – | -$2K | -105 | Closed |
|
|
AOWM
806
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$1K | -100 | Closed |
|
|
BAM
807
Barrett Asset Management
New York
| – | -$1K | -100 | Closed |
|
808
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -94 | Closed |
|
|
SIM
809
Sonora Investment Management
Tucson,
Arizona
| – | -$1K | -66 | Closed |
|
|
TFA
810
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
|
AS
811
Altshuler Shaham
Tel Aviv,
Israel
| – | +$270 | +19 | New |
|
HPE Hedge Fund Activity: Q3 2019 in Review
729 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2019, worth a combined $16.4B — down 5.3% from $17.3B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of HPE and 54 opened new positions — a net loss of 29 holders — while 290 trimmed existing stakes and 221 added.
The largest buyer was Vanguard Group, adding an estimated $278M. The largest seller was Prudential Financial, cutting an estimated $77.2M.
- 729 institutional investors held Hewlett Packard (HPE) as of Q3 2019, down from 761 in Q2 2019.
- Funds reported $16.4B of Hewlett Packard stock for Q3 2019, down 5.3% quarter-over-quarter.
- 54 funds opened new Hewlett Packard positions in Q3 2019 and 83 closed out, a net change of -29 holders.
- The largest Hewlett Packard buyer in Q3 2019 was Vanguard Group, an estimated $278M added.
- The largest Hewlett Packard seller in Q3 2019 was Prudential Financial, an estimated $77.2M sold.
Based on aggregated 13F filings for Q3 2019.