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Hewlett Packard
HPE

788 hedge funds and large institutions have $30.1B invested in Hewlett Packard in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 231 increasing their positions, 312 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more funds holding in top 10

Funds holding in top 10: 15 → 25 (+10)

21% more capital invested

Capital invested by funds: $24.8B → $30.1B (+$5.3B)

6% more funds holding

Funds holding: 741 → 788 (+47)

2.54% less ownership

Funds ownership: 140.54% → 138% (-2.5%)

14% less call options, than puts

Call options by funds: $202M | Put options by funds: $234M

26% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 312

Holders
788
Holders Change
+47
Holders Change %
+6.34%
% of All Funds
21.02%
Holding in Top 10
25
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+66.67%
% of All Funds
0.67%
New
99
Increased
231
Reduced
312
Closed
43
Calls
$202M
Puts
$234M
Net Calls
-$32.1M
Net Calls Change
-$108M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$161M
2
SC
Sculptor Capital
New York
+$156M
3
PC
Paulson & Co
New York
+$127M
4
SV
Starboard Value
New York
+$117M
5
ECP
Empyrean Capital Partners
California
+$106M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$165M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$109M
3
Dodge & Cox
Dodge & Cox
California
-$103M
4
Deutsche Bank
Deutsche Bank
Germany
-$97.1M
5
VFA
Virtus Fund Advisers
Connecticut
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Korea Investment Corp
101
Korea Investment Corp
South Korea
$51.2M +$5.57M +451,292 +13%
IGIM
102
I.G. Investment Management
Manitoba, Canada
$46.4M -$78.9M -6,386,537 -65%
EA
103
Emerald Acquisition
Washington
$46.4M -$19.5M -1,582,300 -31%
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$45.8M – – –
TD Asset Management
105
TD Asset Management
Ontario, Canada
$44.8M -$392K -31,740 -0.9%
GT
106
Glenmede Trust
Pennsylvania
$43.1M -$4.44M -359,180 -10%
WA
107
Whitebox Advisors
Minnesota
$41.1M +$18.6M +1,509,999 +94%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.7M -$1.12M -90,525 -3%
Hudson Bay Capital Management
109
Hudson Bay Capital Management
Connecticut
$38.6M +$22.7M +1,837,213 +170%
FIM
110
Foresters Investment Management
New York
$35.9M +$5.36M +433,839 +19%
RCAMU
111
Rothschild & Co Asset Management US
Connecticut
$35.6M +$29.2M +2,362,215 +711%
BCM
112
Becker Capital Management
Oregon
$35.5M +$300K +24,277 +0.9%
NCA
113
Newbrook Capital Advisors
New York
$34.3M -$2.68M -216,833 -8%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$32.3M -$13.8M -1,120,507 -31%
Federated Hermes
115
Federated Hermes
Pennsylvania
$32.3M -$3.18M -257,678 -10%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$31.9M -$721K -58,388 -2%
WCMNY
117
Westchester Capital Management (New York)
New York
$31M +$7.23M +585,506 +33%
ACI
118
AMP Capital Investors
Australia
$30.9M -$1.62M -131,250 -5%
AAMU
119
Amundi Asset Management US
Massachusetts
$30M -$6.46M -523,217 -19%
SFM
120
Soros Fund Management
New York
$29.6M +$27.7M +2,241,279 New
PSAMP
121
P. Schoenfeld Asset Management (PSAM)
New York
$29.2M -$24.4M -1,973,488 -47%
National Pension Service
122
National Pension Service
South Korea
$29.1M +$2.17M +175,426 +9%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$28.9M -$6.86M -555,874 -20%
Axa
124
Axa
France
$28.7M +$18.9M +1,528,461 +237%
AA
125
AQR Arbitrage
Connecticut
$28.4M +$4.8M +389,028 +22%
3 4
5
6 7

HPE Hedge Fund Activity: Q3 2016 in Review

788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2016, worth a combined $30.1B — up 21% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HPE positions and 43 closed out — a net gain of 56 holders — while 231 added to existing stakes and 312 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $165M.

  • 788 institutional investors held Hewlett Packard (HPE) as of Q3 2016, up from 741 in Q2 2016.
  • Funds reported $30.1B of Hewlett Packard stock for Q3 2016, up 21% quarter-over-quarter.
  • 99 funds opened new Hewlett Packard positions in Q3 2016 and 43 closed out, a net change of +56 holders.
  • The largest Hewlett Packard buyer in Q3 2016 was Citadel Advisors, an estimated $161M added.
  • The largest Hewlett Packard seller in Q3 2016 was Hotchkis & Wiley Capital Management, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2016.