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Hewlett Packard

979 hedge funds and large institutions have $22.2B invested in Hewlett Packard in 2024 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 364 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

136% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 69

92% more call options, than puts

Call options by funds: $529M | Put options by funds: $276M

32% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 275

17% more capital invested

Capital invested by funds: $18.9B → $22.2B (+$3.28B)

9% more funds holding

Funds holding: 900979 (+79)

1.41% less ownership

Funds ownership: 82.14%80.73% (-1.4%)

Holders
979
Holders Change
+79
Holders Change %
+8.78%
% of All Funds
14.14%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
163
Increased
364
Reduced
275
Closed
69
Calls
$529M
Puts
$276M
Net Calls
+$253M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
876
Picton Mahoney Asset Management
Ontario, Canada
$11K +$9.71K +527 New
HIA
877
Harbor Investment Advisory
Maryland
$10.8K +$7.26K +394 +340%
TLA
878
Tanglewood Legacy Advisors
Texas
$10.6K
FLPIM
879
F.L. Putnam Investment Management
Massachusetts
$10.6K +$9.22K +500 New
SS
880
Sunbelt Securities
Texas
$10.2K -$1.94K -105 -18%
DAM
881
Delta Asset Management
Tennessee
$10.1K
AW
882
Avion Wealth
Texas
$10K +$2.14K +116 +30%
KA
883
Kozak & Associates
Colorado
$9.99K
AWM
884
Abound Wealth Management
Tennessee
$9.44K -$1.57K -85 -16%
BWL
885
Bogart Wealth LLC
Virginia
$9.2K +$18 +1 +0.2%
WIA
886
Wetzel Investment Advisors
Indiana
$8.87K
HFS
887
Horizon Financial Services
North Carolina
$8.81K
FC
888
Family CFO
California
$8.47K
HWA
889
Heritage Wealth Advisors
Virginia
$8.47K
FDCP
890
Foster Dykema Cabot & Partners
Massachusetts
$8.22K +$608 +33 +9%
FNWA
891
Financial Network Wealth Advisors
Utah
$8.04K +$7K +380 New
FMTCOCP
892
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K -$866 -47 -11%
RBC
893
Roble Belko & Company
Pennsylvania
$8K
CAL
894
Capital Analysts LLC
Pennsylvania
$8K +$6.71K +364 New
KPP
895
Kings Path Partners
Texas
$7.58K +$6.6K +358 New
DCM
896
Davis Capital Management
Florida
$7.19K
RFA
897
Register Financial Advisors
Georgia
$6.92K
GBT
898
Grove Bank & Trust
Florida
$6.77K -$3.94K -214 -40%
CFFP
899
Center for Financial Planning
Michigan
$6.69K
PO
900
Private Ocean
California
$6.52K

HPE Hedge Fund Activity: Q2 2024 in Review

979 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2024, worth a combined $22.2B — up 17% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HPE positions and 69 closed out — a net gain of 94 holders — while 364 added to existing stakes and 275 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $425M. The largest seller was Dodge & Cox, cutting an estimated $880M.

  • 979 institutional investors held Hewlett Packard (HPE) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $22.2B of Hewlett Packard stock for Q2 2024, up 17% quarter-over-quarter.
  • 163 funds opened new Hewlett Packard positions in Q2 2024 and 69 closed out, a net change of +94 holders.
  • The largest Hewlett Packard buyer in Q2 2024 was Pacer Advisors, an estimated $425M added.
  • The largest Hewlett Packard seller in Q2 2024 was Dodge & Cox, an estimated $880M sold.

Based on aggregated 13F filings for Q2 2024.