Hewlett Packard
768 hedge funds and large institutions have $15.3B invested in Hewlett Packard in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 299 increasing their positions, 225 reducing their positions, and 71 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 225
0.69% less ownership
Funds ownership: 83.03% → 82.34% (-0.69%)
3% less capital invested
Capital invested by funds: $15.8B → $15.3B (-$451M)
8% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 71
2% less funds holding
Funds holding: 785 → 768 (-17)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
54% less call options, than puts
Call options by funds: $37.9M | Put options by funds: $82.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$62.3M |
| 2 |
JP Morgan Chase
New York
|
+$41.4M |
| 3 |
Goldman Sachs
New York
|
+$39.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$38.7M |
| 5 |
Amundi
Paris,
France
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$113M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$56.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$56.2M |
| 4 |
Renaissance Technologies
New York
|
-$49.2M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$36.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SB
826
Strategic Blueprint
Atlanta,
Georgia
| – | -$15K | -1,018 | Closed |
|
|
AS
827
Altshuler Shaham
Tel Aviv,
Israel
| – | -$7K | -450 | Closed |
|
|
FFG
828
Ford Financial Group
Fresno,
California
| – | -$3K | -241 | Closed |
|
|
RDWM
829
Red Door Wealth Management
Memphis,
Tennessee
| – | -$2K | -150 | Closed |
|
|
KFP
830
KB Financial Partners
Princeton,
New Jersey
| – | -$2K | -145 | Closed |
|
|
WWM
831
Wolff Wiese Magana
Carslbad,
California
| – | -$2K | -126 | Closed |
|
|
SWG
832
Summit Wealth Group
White River Junction,
Vermont
| – | -$2K | -117 | Closed |
|
|
SMG
833
Spectrum Management Group
Indianapolis,
Indiana
| – | -$1K | -88 | Closed |
|
834
Parallax Volatility Advisers
San Francisco,
California
| – | +$318 | +22 | New |
|
HPE Hedge Fund Activity: Q3 2021 in Review
768 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2021, worth a combined $15.3B — down 2.9% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of HPE and 65 opened new positions — a net loss of 6 holders — while 225 trimmed existing stakes and 299 added.
The largest buyer was Allianz Asset Management, adding an estimated $62.3M. The largest seller was Bank of America, cutting an estimated $113M.
- 768 institutional investors held Hewlett Packard (HPE) as of Q3 2021, down from 785 in Q2 2021.
- Funds reported $15.3B of Hewlett Packard stock for Q3 2021, down 2.9% quarter-over-quarter.
- 65 funds opened new Hewlett Packard positions in Q3 2021 and 71 closed out, a net change of -6 holders.
- The largest Hewlett Packard buyer in Q3 2021 was Allianz Asset Management, an estimated $62.3M added.
- The largest Hewlett Packard seller in Q3 2021 was Bank of America, an estimated $113M sold.
Based on aggregated 13F filings for Q3 2021.