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Hewlett Packard
HPE

840 hedge funds and large institutions have $17.1B invested in Hewlett Packard in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 275 increasing their positions, 291 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 79

11% more call options, than puts

Call options by funds: $73.1M | Put options by funds: $66M

2% more capital invested

Capital invested by funds: $16.7B → $17.1B (+$390M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.73% less ownership

Funds ownership: 82.88% → 82.15% (-0.73%)

1% less funds holding

Funds holding: 847 → 840 (-7)

5% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 291

Holders
840
Holders Change
-7
Holders Change %
-0.83%
% of All Funds
13.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
90
Increased
275
Reduced
291
Closed
79
Calls
$73.1M
Puts
$66M
Net Calls
+$7.09M
Net Calls Change
+$8.97M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$103M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$94.6M
3
Two Sigma Investments
Two Sigma Investments
New York
+$82.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$65.7M
5
N
Nuveen
North Carolina
+$62.5M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$256M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$180M
3
Millennium Management
Millennium Management
New York
-$121M
4
Amundi
Amundi
France
-$69.5M
5
State Street
State Street
Massachusetts
-$59.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
801
KB Financial Partners
New Jersey
$2K – – –
AW
802
Avion Wealth
Texas
$2K +$487 +31 +25%
PPC
803
Park Place Capital
Alabama
$1.93K – – –
CWA
804
Clearview Wealth Advisors
Oregon
$1.9K – – –
BWM
805
Baystate Wealth Management
Massachusetts
$1.88K +$16 +1 +0.9%
HIA
806
Harbor Investment Advisory
Maryland
$1.85K – – –
CHA
807
Carmichael Hill & Associates
Maryland
$1.82K – – –
BFA
808
BBJS Financial Advisors
Washington
$1.78K +$16 +1 +0.9%
TFA
809
Toth Financial Advisory
Virginia
$1.75K +$1.73K +110 New
CCMI
810
Creative Capital Management Investments
California
$1.69K – – –
FP
811
Financial Perspectives
Minnesota
$1.66K – – –
AFS
812
Annapolis Financial Services
Maryland
$1.59K – – –
SC
813
Stephens Consulting
Michigan
$1.59K – – –
CSWM
814
Cassady Schiller Wealth Management
Ohio
$1.59K +$1.57K +100 New
WWP
815
WR Wealth Planners
Missouri
$1.51K – – –
BCM
816
Bourgeon Capital Management
Connecticut
$1.4K +$1.38K +88 New
MCM
817
Manchester Capital Management
Vermont
$1.32K -$189 -12 -13%
MRCM
818
M&R Capital Management
New Jersey
$1.27K -$550 -35 -30%
CWC
819
Carolinas Wealth Consulting
North Carolina
$1.19K – – –
TCA
820
Trifecta Capital Advisors
Illinois
$1.13K – – –
M1FG
821
Mach-1 Financial Group
Arkansas
$1.03K -$841K -53,517 -100%
TLCM
822
Twin Lakes Capital Management
California
$1K – – –
TFGT
823
TS Financial Group (TSFG)
Illinois
$1K – – –
POIA
824
Pin Oak Investment Advisors
Texas
$1K +$660 +42 New
SWG
825
Summit Wealth Group
Vermont
$1K +$296K +18,845 New
31 32
33
34 35

HPE Hedge Fund Activity: Q1 2023 in Review

840 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2023, worth a combined $17.1B — up 2.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new HPE positions and 79 closed out — a net gain of 11 holders — while 275 added to existing stakes and 291 trimmed.

The largest buyer was Bank of America, adding an estimated $103M. The largest seller was Pzena Investment Management, cutting an estimated $256M.

  • 840 institutional investors held Hewlett Packard (HPE) as of Q1 2023, down from 847 in Q4 2022.
  • Funds reported $17.1B of Hewlett Packard stock for Q1 2023, up 2.3% quarter-over-quarter.
  • 90 funds opened new Hewlett Packard positions in Q1 2023 and 79 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2023 was Bank of America, an estimated $103M added.
  • The largest Hewlett Packard seller in Q1 2023 was Pzena Investment Management, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2023.