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Hewlett Packard
HPE

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: 900 → 900 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$266M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M
3
Nomura Holdings
Nomura Holdings
Japan
+$82.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$64.6M
5
JP Morgan Chase
JP Morgan Chase
New York
+$60.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$263M
2
Goldman Sachs
Goldman Sachs
New York
-$188M
3
Amundi
Amundi
France
-$147M
4
BlackRock
BlackRock
New York
-$141M
5
Dodge & Cox
Dodge & Cox
California
-$92.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
851
Rakuten Securities
Japan
$2.04K -$7.34K -452 -80%
PCMC
852
Planning Capital Management Corporation
Pennsylvania
$2K – – –
TFA
853
Transamerica Financial Advisors
Florida
$2K -$138K -8,488 -99%
FP
854
Financial Perspectives
Minnesota
$1.91K – – –
CCMI
855
Creative Capital Management Investments
California
$1.88K – – –
CTC
856
Cetera Trust Company
Minnesota
$1.77K – – –
SC
857
Stephens Consulting
Michigan
$1.77K – – –
UCB
858
United Community Bank
South Carolina
$1.77K – – –
BP
859
BNP Paribas
France
$1.77K +$1.62K +100 New
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$1.7K – – –
MRCM
861
M&R Capital Management
New Jersey
$1.42K – – –
NIC
862
Northwest Investment Counselors
Oregon
$1.38K +$1.27K +78 New
FRA
863
Frank Rimerman Advisors
California
$1.29K – – –
TCA
864
Trifecta Capital Advisors
Illinois
$1.26K – – –
TLCM
865
Twin Lakes Capital Management
California
$1.12K – – –
VAMG
866
Voisard Asset Management Group
Michigan
$1.12K – – –
KSWA
867
Kathleen S. Wright Associates
Pennsylvania
$1.12K +$1.02K +63 New
MFA
868
McClarren Financial Advisors
Pennsylvania
$1K – – –
TFGT
869
TS Financial Group (TSFG)
Illinois
$1K – – –
ECM
870
Everence Capital Management
Indiana
$828 – – –
FCAS
871
First Command Advisory Services
Texas
$816 – – –
HWP
872
Highline Wealth Partners
California
$798 – – –
RFG
873
REAP Financial Group
Texas
$709 – – –
TWD
874
True Wealth Design
Ohio
$674 +$260 +16 +73%
CCA
875
Criterion Capital Advisors
Tennessee
$639 -$11.7K -722 -95%
33 34
35
36 37

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.