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Hewlett Packard

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: 840856 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
DU
876
Delphia (USA)
Ontario, Canada
-$307K -19,245 Closed
CM
877
Cercano Management
Washington
-$303K -19,000 Closed
SWG
878
Summit Wealth Group
Vermont
-$1K -18,845 Closed
KI
879
Kapitalo Investimentos
Brazil
-$284K -17,808 Closed
WAOTB
880
Wealth Advisors of Tampa Bay
Florida
-$263K -16,491 Closed
DWA
881
Dorsey Wright & Associates
California
-$259K -16,266 Closed
T
882
TCWP
Ohio
-$247K -15,477 Closed
WC
883
Waterloo Capital
Texas
-$245K -15,382 Closed
WS
884
Wedbush Securities
California
-$238K -14,960 Closed
PCMC
885
Paragon Capital Management (Colorado)
Colorado
-$234K -14,669 Closed
FCI
886
Financial Counselors Inc
Kansas
-$224K -14,056 Closed
CIP
887
Convergence Investment Partners
Florida
-$209K -13,094 Closed
PFPT
888
Pinnacle Financial Partners (Tennessee)
Tennessee
-$202K -12,659 Closed
DT
889
Diversified Trust
Tennessee
-$190K -11,914 Closed
CP
890
Capital Planning
Washington
-$179K -11,164 Closed
PAM
891
Palisade Asset Management
Minnesota
-$175K -11,008 Closed
UOC
892
UBS O'Connor
Illinois
-$175K -10,997 Closed
PTC
893
Petrus Trust Company
Texas
-$174K -10,929 Closed
AMIM
894
Aull & Monroe Investment Management
Alabama
-$173K -10,847 Closed
CFG
895
Citizens Financial Group
Rhode Island
-$174K -10,842 Closed
VA
896
Valmark Advisers
Ohio
-$171K -10,711 Closed
CIA
897
Capital Investment Advisors
Georgia
-$169K -10,578 Closed
SC
898
Shay Capital
New York
-$167K -10,500 Closed
AWAG
899
ARS Wealth Advisors Group
Florida
-$167K -10,487 Closed
AI
900
AXS Investments
New York
-$165K -10,380 Closed

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.