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Hewlett Packard

900 hedge funds and large institutions have $18.9B invested in Hewlett Packard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 320 increasing their positions, 304 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $273M | Put options by funds: $169M

13% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 86

5% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 304

5% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$850M)

0.23% more ownership

Funds ownership: 81.91%82.14% (+0.23%)

0% more funds holding

Funds holding: 900900 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
900
Holders Change
Holders Change %
0%
% of All Funds
12.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
97
Increased
320
Reduced
304
Closed
86
Calls
$273M
Puts
$169M
Net Calls
+$104M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
826
Archer Investment Corporation
Indiana
$3.55K
SSB
827
Sandy Spring Bank
Maryland
$3.55K
WBC
828
West Branch Capital
Massachusetts
$3.55K
BGAI
829
Bruce G. Allen Investments
Colorado
$3.51K +$1.36K +84 +74%
CWC
830
Carolinas Wealth Consulting
North Carolina
$3.24K +$1.67K +103 +130%
DFA
831
DHJJ Financial Advisors
Illinois
$3.19K
UFF
832
USA Financial Formulas
Michigan
$3.17K +$357 +22 +14%
Kayne Anderson Rudnick Investment Management
833
Kayne Anderson Rudnick Investment Management
California
$3.14K
RWM
834
Ruedi Wealth Management
Illinois
$3.12K
BG
835
Bollard Group
Massachusetts
$3K +$16 +1 +0.6%
MFT
836
Moisand Fitzgerald Tamayo
Florida
$2.91K
FGA
837
Fortis Group Advisors
New Jersey
$2.89K -$2.65K -163 -50%
SIC
838
SJS Investment Consulting
Ohio
$2.82K -$2.73K -168 -51%
RG
839
Retirement Group
California
$2.77K
TCG
840
Transcendent Capital Group
Oklahoma
$2.64K
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$2.5K +$162 +10 +8%
CAM
842
Creekmur Asset Management
Illinois
$2.47K +$16 +1 +0.7%
TCM
843
TruNorth Capital Management
Michigan
$2.41K +$2.21K +136 New
CPA
844
Clear Point Advisors
New York
$2.4K +$16 +1 +0.7%
BL
845
BFSG LLC
California
$2.35K
MAWCM
846
Mine & Arao Wealth Creation & Management
California
$2.28K -$1.77K -109 -46%
PPC
847
Park Place Capital
Alabama
$2.15K
DF
848
Dunhill Financial
United Kingdom
$2.07K +$292 +18 +18%
HIA
849
Harbor Investment Advisory
Maryland
$2.06K
BFA
850
BBJS Financial Advisors
Washington
$2.04K +$16 +1 +0.9%

HPE Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2024, worth a combined $18.9B — up 4.7% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HPE positions and 86 closed out — a net gain of 11 holders — while 320 added to existing stakes and 304 trimmed.

The largest buyer was Barclays, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 900 institutional investors held Hewlett Packard (HPE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $18.9B of Hewlett Packard stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 97 funds opened new Hewlett Packard positions in Q1 2024 and 86 closed out, a net change of +11 holders.
  • The largest Hewlett Packard buyer in Q1 2024 was Barclays, an estimated $266M added.
  • The largest Hewlett Packard seller in Q1 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2024.