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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
CSB
976
City State Bank
Iowa
$1.6K
NIC
977
Northwest Investment Counselors
Oregon
$1.59K +$1.49K +78 New
TCA
978
Trifecta Capital Advisors
Illinois
$1.45K
VAMG
979
Voisard Asset Management Group
Michigan
$1.29K -$191 -10 -14%
TLCM
980
Twin Lakes Capital Management
California
$1.29K
PWA
981
Provenance Wealth Advisors
Florida
$1.29K +$1.2K +63 New
PFG
982
Peterson Financial Group
Iowa
$1.26K +$1.19K +62 New
GWSG
983
GPS Wealth Strategies Group
Colorado
$1.02K
PAI
984
Pittenger & Anderson Inc
Nebraska
$1.02K +$956 +50 New
TFA
985
Transamerica Financial Advisors
Florida
$1K -$1.32K -69 -82%
TFGT
986
TS Financial Group (TSFG)
Illinois
$1K
RMC
987
Resources Management Corp
Connecticut
$1K +$1.13K +59 New
CA
988
Continuum Advisory
Idaho
$982 +$325 +17 +59%
SHIM
989
Stone House Investment Management
Pennsylvania
$880 +$822 +43 New
RFG
990
REAP Financial Group
Texas
$818 -$9.17K -480 -92%
CHA
991
Carmichael Hill & Associates
Maryland
$798 -$10.7K -561 -94%
CCA
992
Criterion Capital Advisors
Tennessee
$763
NL
993
NVWM LLC
Pennsylvania
$655 -$191 -10 -24%
AAG
994
Accordant Advisory Group
Maryland
$634
RTC
995
Riverview Trust Company
Washington
$634 +$592 +31 New
DWA
996
Delos Wealth Advisors
Texas
$614
JFG
997
JDM Financial Group
Texas
$614 +$573 +30 New
TFM
998
TFC Financial Management
Massachusetts
$594
MSFP
999
Mark Sheptoff Financial Planning
Connecticut
$512
MCA
1000
Maryland Capital Advisors
Maryland
$389

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.