We are live on ! Find out more
HPE icon

Hewlett Packard
HPE

848 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

39% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 238

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

5% more capital invested

Capital invested by funds: $17B → $17.9B (+$850M)

2% more funds holding

Funds holding: 833 → 848 (+15)

6% less call options, than puts

Call options by funds: $53M | Put options by funds: $56.4M

1% less ownership

Funds ownership: 83.54% → 82.54% (-1%)

Holders
848
Holders Change
+15
Holders Change %
+1.8%
% of All Funds
13.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
332
Reduced
238
Closed
84
Calls
$53M
Puts
$56.4M
Net Calls
-$3.46M
Net Calls Change
+$74.3M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$220M
2
Amundi
Amundi
France
+$116M
3
State Street
State Street
Massachusetts
+$32.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$28.4M

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$322M
2
BlackRock
BlackRock
New York
-$115M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$97M
4
Pzena Investment Management
Pzena Investment Management
New York
-$89.8M
5
Invesco
Invesco
Georgia
-$65M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
801
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$2.67K +159 New
Loomis, Sayles & Company
802
Loomis, Sayles & Company
Massachusetts
$3K +$2.95K +176 New
HBW
803
Hazlett, Burt & Watson
West Virginia
$3K +$3.35K +200 New
CI
804
Cordant Inc
Oregon
$3K +$3.49K +208 New
WPA
805
West Paces Advisors
Georgia
$2.99K – – –
TWC
806
TD Waterhouse Canada
Ontario, Canada
$2.65K – – –
CP
807
Castleview Partners
Texas
$2K -$260K -15,513 -99%
HIA
808
Harbor Investment Advisory
Maryland
$2K -$16.1K -959 -89%
AFS
809
Annapolis Financial Services
Maryland
$2K – – –
BWM
810
Baystate Wealth Management
Massachusetts
$2K – – –
COCM
811
Charter Oak Capital Management
New Hampshire
$2K – – –
KFP
812
KB Financial Partners
New Jersey
$2K – – –
MAWCM
813
Mine & Arao Wealth Creation & Management
California
$2K – – –
RG
814
Retirement Group
California
$2K – – –
SC
815
Sierra Capital
Florida
$2K – – –
TIM
816
Tortoise Investment Management
New York
$2K – – –
CWA
817
Clearview Wealth Advisors
Oregon
$2K +$17 +1 +0.9%
SC
818
Schubert & Co
Texas
$2K +$520 +31 +34%
JSAM
819
J. Safra Asset Management
New York
$2K +$654 +39 New
LF
820
Lee Financial
Texas
$2K +$1.24K +74 +164%
Macquarie Group
821
Macquarie Group
Australia
$1.71K +$110K +6,547 +7%
FP
822
Financial Perspectives
Minnesota
$1.69K – – –
SC
823
Stephens Consulting
Michigan
$1.67K – – –
WIM
824
Westside Investment Management
California
$1.65K -$67.2K -4,005 -4%
WWP
825
WR Wealth Planners
Missouri
$1.59K +$1.59K +95 New
31 32
33
34 35

HPE Hedge Fund Activity: Q1 2022 in Review

848 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2022, worth a combined $17.9B — up 5% from $17B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HPE positions and 84 closed out — a net gain of 26 holders — while 332 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $220M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $322M sold.

  • 848 institutional investors held Hewlett Packard (HPE) as of Q1 2022, up from 833 in Q4 2021.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2022, up 5% quarter-over-quarter.
  • 110 funds opened new Hewlett Packard positions in Q1 2022 and 84 closed out, a net change of +26 holders.
  • The largest Hewlett Packard buyer in Q1 2022 was Bank of New York Mellon, an estimated $220M added.
  • The largest Hewlett Packard seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.