Hewlett Packard
775 hedge funds and large institutions have $22B invested in Hewlett Packard in 2018 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 177 increasing their positions, 307 reducing their positions, and 61 closing their positions.
82% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 61
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
17% more capital invested
Capital invested by funds: $18.7B → $22B (+$3.25B)
6% more funds holding
Funds holding: 731 → 775 (+44)
1.07% less ownership
Funds ownership: 81.85% → 80.78% (-1.1%)
37% less call options, than puts
Call options by funds: $29.2M | Put options by funds: $46.1M
42% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 307
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$410M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$98.5M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$88.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$86.7M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$86.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$440M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$297M |
| 3 |
Pzena Investment Management
New York
|
-$156M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$146M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$127M |
HPE Hedge Fund Activity: Q1 2018 in Review
775 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q1 2018, worth a combined $22B — up 17% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new HPE positions and 61 closed out — a net gain of 50 holders — while 177 added to existing stakes and 307 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $410M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $440M.
- 775 institutional investors held Hewlett Packard (HPE) as of Q1 2018, up from 731 in Q4 2017.
- Funds reported $22B of Hewlett Packard stock for Q1 2018, up 17% quarter-over-quarter.
- 111 funds opened new Hewlett Packard positions in Q1 2018 and 61 closed out, a net change of +50 holders.
- The largest Hewlett Packard buyer in Q1 2018 was JP Morgan Chase, an estimated $410M added.
- The largest Hewlett Packard seller in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $440M sold.
Based on aggregated 13F filings for Q1 2018.