We are live on ! Find out more
HPE icon

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
AFT
901
Alpha Family Trust
California
-$165K -10,355 Closed
AAS
902
Ameritas Advisory Services
Nebraska
-$146K -9,728 Closed
SOW
903
State of Wyoming
Wyoming
-$141K -8,852 Closed
Capstone Investment Advisors
904
Capstone Investment Advisors
New York
-$126K -8,247 Closed
TWA
905
TCI Wealth Advisors
Arizona
-$81.9K -5,144 Closed
BAM
906
Belpointe Asset Management
Nevada
-$77.6K -4,870 Closed
HIIFS
907
Harel Insurance Investments & Financial Services
Israel
-$63K -4,000 Closed
ONST
908
Old North State Trust
North Carolina
-$34K -2,111 Closed
GFL
909
Granite FO LLC
New Hampshire
-$28.6K -2,000 Closed
IBOK
910
Independence Bank of Kentucky
Kentucky
-$31.9K -2,000 Closed
NHT
911
New Hampshire Trust
New Hampshire
-$27.5K -1,725 Closed
MIM
912
Macroview Investment Management
Maryland
-$12.8K -803 Closed
SC
913
SouthState Corp
Florida
-$8.44K -530 Closed
SFG
914
Steward Financial Group
Texas
-$6K -411 Closed
SC
915
Schubert & Co
Texas
-$5.32K -334 Closed
GWSG
916
GPS Wealth Strategies Group
Colorado
-$4.78K -300 Closed
AWM
917
Accel Wealth Management
Iowa
-$4.51K -283 Closed
CM
918
Cornerstone Management
Georgia
-$4.05K -254 Closed
TC
919
Trust Company
Kansas
-$3.76K -236 Closed
SSC
920
Syverson Strege & Co
Iowa
-$3.47K -218 Closed
SVCP
921
Silicon Valley Capital Partners
California
-$3.23K -203 Closed
NC
922
NewSquare Capital
Pennsylvania
-$3.19K -200 Closed
TFA
923
Toth Financial Advisory
Virginia
-$1.75K -110 Closed
CSWM
924
Cassady Schiller Wealth Management
Ohio
-$1.59K -100 Closed
M1FG
925
Mach-1 Financial Group
Arkansas
-$1.03K -65 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.