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Hewlett Packard
HPE

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: 979 → 1,016 (+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: 8 → 7 (-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

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$296M
2
JP Morgan Chase
JP Morgan Chase
New York
+$146M
3
EAM
Eagle Asset Management
Florida
+$108M
4
MMA
Mizuho Markets Americas
New York
+$98.2M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$80.2M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$371M
2
AM
Atreides Management
Massachusetts
-$127M
3
Marshall Wace
Marshall Wace
United Kingdom
-$98M
4
BlackRock
BlackRock
New York
-$93.5M
5
Bank of America
Bank of America
North Carolina
-$78.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
951
Bollard Group
Massachusetts
$4K +$38 +2 +1%
MRCM
952
M&R Capital Management
New Jersey
$3.82K +$2.04K +107 +134%
DFA
953
DHJJ Financial Advisors
Illinois
$3.68K – – –
RWM
954
Ruedi Wealth Management
Illinois
$3.6K – – –
MFT
955
Moisand Fitzgerald Tamayo
Florida
$3.36K – – –
FGA
956
Fortis Group Advisors
New Jersey
$3.33K – – –
TCG
957
Transcendent Capital Group
Oklahoma
$3.05K – – –
AGWCA
958
Annis Gardner Whiting Capital Advisors
Florida
$2.88K -$191 -10 -7%
CPA
959
Clear Point Advisors
New York
$2.8K +$19 +1 +0.7%
CCM
960
Chilton Capital Management
Texas
$2.74K – – –
BL
961
BFSG LLC
California
$2.72K – – –
FFO
962
Fortitude Family Office
Arizona
$2.56K +$2.39K +125 New
DWM
963
Darwin Wealth Management
Florida
$2.51K +$2.35K +123 New
PPC
964
Park Place Capital
Alabama
$2.48K – – –
BFA
965
BBJS Financial Advisors
Washington
$2.39K +$19 +1 +0.9%
DPW
966
DiNuzzo Private Wealth
Pennsylvania
$2.25K -$76 -4 -4%
FP
967
Financial Perspectives
Minnesota
$2.23K +$19 +1 +0.9%
PA
968
Pineridge Advisors
Missouri
$2.19K -$3.38K -177 -62%
CCMI
969
Creative Capital Management Investments
California
$2.17K – – –
BP
970
BNP Paribas
France
$2.05K – – –
CTC
971
Cetera Trust Company
Minnesota
$2.05K – – –
SC
972
Stephens Consulting
Michigan
$2.05K – – –
UCB
973
United Community Bank
South Carolina
$2.05K – – –
WAS
974
Winch Advisory Services
Wisconsin
$2.05K +$1.91K +100 New
HWP
975
Highline Wealth Partners
California
$1.76K +$784 +41 +91%
37 38
39
40 41

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.