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Hewlett Packard

848 hedge funds and large institutions have $17.9B invested in Hewlett Packard in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 238 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

39% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 238

31% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 84

5% more capital invested

Capital invested by funds: $17B → $17.9B (+$850M)

2% more funds holding

Funds holding: 833848 (+15)

6% less call options, than puts

Call options by funds: $53M | Put options by funds: $56.4M

1% less ownership

Funds ownership: 83.54%82.54% (-1%)

Holders
848
Holders Change
+15
Holders Change %
+1.8%
% of All Funds
13.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
332
Reduced
238
Closed
84
Calls
$53M
Puts
$56.4M
Net Calls
-$3.46M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Elmwood Wealth Management
California
-$28K -1,792 Closed
CWS
902
Confluence Wealth Services
Pennsylvania
-$19K -1,232 Closed
HDIM
903
Hanson & Doremus Investment Management
Vermont
-$19K -1,200 Closed
CI
904
Carroll Investors
South Carolina
-$11K -716 Closed
AIM
905
AHL Investment Management
Florida
-$9K -600 Closed
DAM
906
Delta Asset Management
Tennessee
-$9K -551 Closed
SFM
907
Signet Financial Management
New Jersey
-$8K -500 Closed
AWA
908
Amplius Wealth Advisors
Pennsylvania
-$7K -471 Closed
CFCI
909
Comprehensive Financial Consultants Institutional
Indiana
-$6K -435 Closed
AP
910
Arlington Partners
Alabama
-$5K -288 Closed
FFG
911
Ford Financial Group
California
-$3 -244 Closed
BAM
912
Barrett Asset Management
New York
-$4K -242 Closed
SC
913
SouthState Corp
Florida
-$4K -231 Closed
DFCM
914
Dark Forest Capital Management
Puerto Rico
-$4K -224 Closed
CTB
915
Country Trust Bank
Illinois
-$3K -212 Closed
SCA
916
Stonebridge Capital Advisors
Minnesota
-$3.35K -200 Closed
WFS
917
Widmann Financial Services
Maryland
-$3K -200 Closed
EBA
918
Eagle Bay Advisors
New York
-$4K -182 Closed
CSWM
919
Cassady Schiller Wealth Management
Ohio
-$2K -107 Closed
UFF
920
USA Financial Formulas
Michigan
-$1K -94 Closed
LWANC
921
Laurel Wealth Advisors (North Carolina)
North Carolina
+$34 +2 New
DHGWA
922
Dixon Hughes Goodman Wealth Advisors
North Carolina
+$151 +9 New
SIC
923
SJS Investment Consulting
Ohio
+$319 +19 New

HPE Hedge Fund Activity: Q1 2022 in Review

848 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2022, worth a combined $17.9B — up 5% from $17B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HPE positions and 84 closed out — a net gain of 26 holders — while 332 added to existing stakes and 238 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $220M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $322M sold.

  • 848 institutional investors held Hewlett Packard (HPE) as of Q1 2022, up from 833 in Q4 2021.
  • Funds reported $17.9B of Hewlett Packard stock for Q1 2022, up 5% quarter-over-quarter.
  • 110 funds opened new Hewlett Packard positions in Q1 2022 and 84 closed out, a net change of +26 holders.
  • The largest Hewlett Packard buyer in Q1 2022 was Bank of New York Mellon, an estimated $220M added.
  • The largest Hewlett Packard seller in Q1 2022 was Hotchkis & Wiley Capital Management, an estimated $322M sold.

Based on aggregated 13F filings for Q1 2022.