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Hewlett Packard

741 hedge funds and large institutions have $24.8B invested in Hewlett Packard in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 236 increasing their positions, 294 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $212M | Put options by funds: $136M

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

5.37% more ownership

Funds ownership: 135.17%140.54% (+5.4%)

5% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $23.6B → $24.8B (+$1.13B)

1% less funds holding

Funds holding: 745741 (-4)

20% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 294

Holders
741
Holders Change
-4
Holders Change %
-0.54%
% of All Funds
19.77%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
83
Increased
236
Reduced
294
Closed
79
Calls
$212M
Puts
$136M
Net Calls
+$75.9M
Net Calls Change
+$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$15.5M -$197K -19,357 -1%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$15.4M -$9.26M -909,959 -39%
LWCA
153
Locust Wood Capital Advisers
New York
$15.1M +$14.5M +1,425,473 New
AG
154
Aperio Group
California
$15M +$629K +61,809 +5%
Barclays
155
Barclays
United Kingdom
$14.8M -$5.12M -502,668 -27%
TAM
156
Tocqueville Asset Management
New York
$14.6M +$3.06M +300,753 +28%
VRS
157
Virginia Retirement Systems
Virginia
$14.2M +$13.6M +1,336,185 New
US Bancorp
158
US Bancorp
Minnesota
$14.2M +$135K +13,217 +1%
OAM
159
Oxford Asset Management
United Kingdom
$13.5M +$981K +96,399 +8%
QAM
160
Quentec Asset Management
New York
$13.3M +$6.8M +668,482 +114%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$13.2M +$553K +54,344 +5%
AAM
162
Aberdeen Asset Management
United Kingdom
$12.7M -$551K -54,119 -4%
NFA
163
Nationwide Fund Advisors
Ohio
$12.6M -$536K -52,699 -4%
DP
164
DSAM Partners
United Kingdom
$12.4M +$11.9M +1,165,093 New
Two Sigma Advisers
165
Two Sigma Advisers
New York
$12.2M +$5.72M +561,590 +95%
CCMH
166
Cornerstone Capital Management Holdings
New York
$12.2M -$675K -66,316 -5%
CBOA
167
Commonwealth Bank of Australia
Australia
$12M -$1.09M -106,619 -9%
WIC
168
Water Island Capital
New York
$11.9M +$11.4M +1,123,643 New
AIG
169
American International Group
New York
$11.8M -$1.05M -103,390 -9%
DCM
170
Dupont Capital Management
Delaware
$11.7M +$9.57M +940,515 +592%
PP
171
Prudential plc
United Kingdom
$11.7M +$5.81M +570,724 +108%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$11.6M +$10.5M +1,033,555 +1,785%
SCM
173
Suffolk Capital Management
New York
$11.5M -$566K -55,581 -5%
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
$11.5M +$11M +1,082,368 New
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$11.4M +$555K +54,549 +5%

HPE Hedge Fund Activity: Q2 2016 in Review

741 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2016, worth a combined $24.8B — up 4.8% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HPE positions and 79 closed out — a net gain of 4 holders — while 236 added to existing stakes and 294 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $132M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $322M sold.

  • 741 institutional investors held Hewlett Packard (HPE) as of Q2 2016, down from 745 in Q1 2016.
  • Funds reported $24.8B of Hewlett Packard stock for Q2 2016, up 4.8% quarter-over-quarter.
  • 83 funds opened new Hewlett Packard positions in Q2 2016 and 79 closed out, a net change of +4 holders.
  • The largest Hewlett Packard buyer in Q2 2016 was Deutsche Bank, an estimated $132M added.
  • The largest Hewlett Packard seller in Q2 2016 was Capital Research Global Investors, an estimated $322M sold.

Based on aggregated 13F filings for Q2 2016.