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Hewlett Packard
HPE

856 hedge funds and large institutions have $17.7B invested in Hewlett Packard in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 294 increasing their positions, 292 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $131M | Put options by funds: $81.3M

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

2% more funds holding

Funds holding: 840 → 856 (+16)

3% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$585M)

1% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 292

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.56% less ownership

Funds ownership: 82.15% → 81.59% (-0.56%)

Holders
856
Holders Change
+16
Holders Change %
+1.9%
% of All Funds
13.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
92
Increased
294
Reduced
292
Closed
71
Calls
$131M
Puts
$81.3M
Net Calls
+$49.5M
Net Calls Change
+$42.4M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$93.5M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.1M
3
BlackRock
BlackRock
New York
+$63.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$60.5M
5
Morgan Stanley
Morgan Stanley
New York
+$60.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$326M
2
OIAM
OFI Invest Asset Management
France
-$130M
3
Goldman Sachs
Goldman Sachs
New York
-$71.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$68.1M
5
OP
Oldfield Partners
United Kingdom
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
826
Creative Capital Management Investments
California
$1.78K – – –
FP
827
Financial Perspectives
Minnesota
$1.77K +$15 +1 +1%
AFS
828
Annapolis Financial Services
Maryland
$1.68K – – –
SC
829
Stephens Consulting
Michigan
$1.68K – – –
FNBOSM
830
First National Bank of South Miami
Florida
$1.68K -$12.2K -800 -89%
M
831
MOTCO
Texas
$1.51K +$1.38K +90 New
BCM
832
Bourgeon Capital Management
Connecticut
$1.48K – – –
MCM
833
Manchester Capital Management
Vermont
$1.4K – – –
MRCM
834
M&R Capital Management
New Jersey
$1.34K – – –
NCM
835
Northwest Capital Management
Oregon
$1.34K +$1.22K +80 New
TCA
836
Trifecta Capital Advisors
Illinois
$1.19K – – –
TLCM
837
Twin Lakes Capital Management
California
$1.06K – – –
FA
838
Fiduciary Alliance
South Carolina
$1.04K +$948 +62 New
TFGT
839
TS Financial Group (TSFG)
Illinois
$1K – – –
GCM
840
Gables Capital Management
Florida
$840 – – –
FCAS
841
First Command Advisory Services
Texas
$773 +$703 +46 New
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$758 +$306 +20 +80%
HWP
843
Highline Wealth Partners
California
$756 – – –
VWM
844
Venturi Wealth Management
Texas
$672 -$5.18K -339 -89%
Kayne Anderson Rudnick Investment Management
845
Kayne Anderson Rudnick Investment Management
California
$437 +$398 +26 New
MSFP
846
Mark Sheptoff Financial Planning
Connecticut
$420 – – –
TWD
847
True Wealth Design
Ohio
$370 – – –
TWP
848
TFO Wealth Partners
Ohio
$353 – – –
WWM
849
Wolff Wiese Magana
California
$336 – – –
BWP
850
Baldwin Wealth Partners
Massachusetts
$286 – – –
32 33
34
35 36

HPE Hedge Fund Activity: Q2 2023 in Review

856 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2023, worth a combined $17.7B — up 3.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HPE positions and 71 closed out — a net gain of 21 holders — while 294 added to existing stakes and 292 trimmed.

The largest buyer was Millennium Management, adding an estimated $93.5M. The largest seller was Bank of America, cutting an estimated $326M.

  • 856 institutional investors held Hewlett Packard (HPE) as of Q2 2023, up from 840 in Q1 2023.
  • Funds reported $17.7B of Hewlett Packard stock for Q2 2023, up 3.4% quarter-over-quarter.
  • 92 funds opened new Hewlett Packard positions in Q2 2023 and 71 closed out, a net change of +21 holders.
  • The largest Hewlett Packard buyer in Q2 2023 was Millennium Management, an estimated $93.5M added.
  • The largest Hewlett Packard seller in Q2 2023 was Bank of America, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.