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Hewlett Packard

1,016 hedge funds and large institutions have $22.1B invested in Hewlett Packard in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 402 increasing their positions, 301 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $629M | Put options by funds: $400M

54% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 89

34% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 301

4% more funds holding

Funds holding: 9791,016 (+37)

2.44% more ownership

Funds ownership: 80.73%83.17% (+2.4%)

0% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$110M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,016
Holders Change
+37
Holders Change %
+3.78%
% of All Funds
14.59%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
137
Increased
402
Reduced
301
Closed
89
Calls
$629M
Puts
$400M
Net Calls
+$229M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
926
Hollencrest Capital Management
California
$6.01K
HBW
927
Hazlett, Burt & Watson
West Virginia
$6K -$19.9K -1,043 -78%
HGERS
928
Householder Group Estate & Retirement Specialist
Arizona
$6K +$5.73K +300 New
PCMC
929
Planning Capital Management Corporation
Pennsylvania
$5.55K +$3.02K +158 +140%
BOC
930
Bull Oak Capital
California
$5.5K +$5.14K +269 New
DF
931
Dunhill Financial
United Kingdom
$5.46K +$2.43K +127 +91%
GJWM
932
Gilliland Jeter Wealth Management
Arkansas
$5.42K
PS
933
Planned Solutions
California
$5.38K +$5.03K +263 New
CWC
934
Carolinas Wealth Consulting
North Carolina
$5.31K
NFA
935
Northwest Financial Advisors
Virginia
$5.12K +$4.78K +250 New
ZB
936
Zions Bancorporation
Utah
$5.09K -$13.7K -716 -74%
PMFA
937
Plante Moran Financial Advisors
Michigan
$5.05K -$7.24K -379 -61%
OP
938
ORG Partners
Indiana
$5.01K -$30.7K -1,608 -87%
KSB
939
Kennebec Savings Bank
Maine
$4.89K +$4.57K +239 New
MSG
940
Main Street Group
Virginia
$4.81K +$19 +1 +0.4%
CTWM
941
Cherry Tree Wealth Management
Minnesota
$4.64K
CIA
942
Cape Investment Advisory
Georgia
$4.48K
W
943
WealthCollab
Washington
$4.46K
CIR
944
Clear Investment Research
Georgia
$4.4K +$19 +1 +0.5%
HI
945
Hoey Investments
Pennsylvania
$4.23K
FFA
946
Frazier Financial Advisors
Ohio
$4.13K +$3.86K +202 New
AIC
947
Archer Investment Corporation
Indiana
$4.09K
CTA
948
Colonial Trust Advisors
South Carolina
$4.09K
OW
949
Olistico Wealth
Oklahoma
$4.09K
WBC
950
West Branch Capital
Massachusetts
$4.09K

HPE Hedge Fund Activity: Q3 2024 in Review

1,016 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2024, worth a combined $22.1B — down 0.49% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new HPE positions and 89 closed out — a net gain of 48 holders — while 402 added to existing stakes and 301 trimmed.

The largest buyer was Ameriprise, adding an estimated $296M. The largest seller was Arrowstreet Capital, cutting an estimated $371M.

  • 1,016 institutional investors held Hewlett Packard (HPE) as of Q3 2024, up from 979 in Q2 2024.
  • Funds reported $22.1B of Hewlett Packard stock for Q3 2024, down 0.49% quarter-over-quarter.
  • 137 funds opened new Hewlett Packard positions in Q3 2024 and 89 closed out, a net change of +48 holders.
  • The largest Hewlett Packard buyer in Q3 2024 was Ameriprise, an estimated $296M added.
  • The largest Hewlett Packard seller in Q3 2024 was Arrowstreet Capital, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2024.