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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
NL
876
NVWM LLC
Pennsylvania
$572 +$520 +32 New
A
877
AlphaQuest
New York
$567 -$393K -24,177 -100%
AAG
878
Accordant Advisory Group
Maryland
$550 +$503 +31 New
DWA
879
Delos Wealth Advisors
Texas
$532 +$487 +30 New
TFM
880
TFC Financial Management
Massachusetts
$515 -$12.9K -795 -96%
CA
881
Continuum Advisory
Idaho
$495 +$471 +29 New
MSFP
882
Mark Sheptoff Financial Planning
Connecticut
$443
TWP
883
TFO Wealth Partners
Ohio
$372
WWM
884
Wolff Wiese Magana
California
$355
MCA
885
Maryland Capital Advisors
Maryland
$337
VWA
886
Valued Wealth Advisors
Utah
$322
CJ
887
Caitlin John
Michigan
$270 -$32 -2 -12%
CWA
888
Carolina Wealth Advisors
South Carolina
$265
SFA
889
Semmax Financial Advisors
North Carolina
$249
GEA
890
Glen Eagle Advisors
New Jersey
$248
CTA
891
Colonial Trust Advisors
South Carolina
$248 +$49 +3 +27%
AP
892
Aspect Partners
Virginia
$230
FGAM
893
Financial Gravity Asset Management
Texas
$206 -$227 -14 -54%
CMA
894
Cedar Mountain Advisors
Oregon
$173
CJH
895
Christopher J. Hasenberg
Wisconsin
$142 +$130 +8 New
WA
896
WestEnd Advisors
North Carolina
$124 -$16 -1 -13%
FIA
897
FNY Investment Advisers
New York
$54 +$50K +3,080 New
LWANC
898
Laurel Wealth Advisors (North Carolina)
North Carolina
$38
GCS
899
Gordian Capital (Singapore)
Singapore
$18 +$16 +1 New
DWM
900
Dogwood Wealth Management
Kansas
$2

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.