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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
CSB
951
City State Bank
Iowa
$1.65K +$1.44K +78 New
VAMG
952
Voisard Asset Management Group
Michigan
$1.55K +$184 +10 +16%
TCA
953
Trifecta Capital Advisors
Illinois
$1.5K
TLCM
954
Twin Lakes Capital Management
California
$1.33K
YAL
955
Your Advocates Ltd
Texas
$1.16K +$1.01K +55 New
TWD
956
True Wealth Design
Ohio
$1.1K +$258 +14 +37%
GWSG
957
GPS Wealth Strategies Group
Colorado
$1.06K +$922 +50 New
TFGT
958
TS Financial Group (TSFG)
Illinois
$1K
HWP
959
Highline Wealth Partners
California
$953
NL
960
NVWM LLC
Pennsylvania
$895 +$184 +10 +31%
ECM
961
Everence Capital Management
Indiana
$794
CCA
962
Criterion Capital Advisors
Tennessee
$763
AAG
963
Accordant Advisory Group
Maryland
$656
DWA
964
Delos Wealth Advisors
Texas
$636
CA
965
Continuum Advisory
Idaho
$614
TFM
966
TFC Financial Management
Massachusetts
$614
MSFP
967
Mark Sheptoff Financial Planning
Connecticut
$529
MCA
968
Maryland Capital Advisors
Maryland
$403
VWA
969
Valued Wealth Advisors
Utah
$384
CWA
970
Carolina Wealth Advisors
South Carolina
$318
KB
971
Kimelman & Baird
New York
$318 +$276 +15 New
AP
972
Aspect Partners
Virginia
$275
SFA
973
Semmax Financial Advisors
North Carolina
$257
CMA
974
Cedar Mountain Advisors
Oregon
$208
WA
975
WestEnd Advisors
North Carolina
$148

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.