Hewlett Packard
HPE
769 hedge funds and large institutions have $18B invested in Hewlett Packard in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 257 increasing their positions, 250 reducing their positions, and 69 closing their positions.
3% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 69
3% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 250
0.8% more ownership
Funds ownership: 80.78% → 81.58% (+0.8%)
1% less funds holding
Funds holding: 775 → 769 (-6)
18% less capital invested
Capital invested by funds: $22B → $18B (-$3.94B)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
47% less call options, than puts
Call options by funds: $40.9M | Put options by funds: $77.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$133M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$120M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$119M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$93.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$617M |
| 2 |
JP Morgan Chase
New York
|
-$222M |
| 3 |
Two Sigma Investments
New York
|
-$81.3M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$75.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.1M |
HPE Hedge Fund Activity: Q2 2018 in Review
769 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q2 2018, worth a combined $18B — down 18% from $22B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new HPE positions and 69 closed out — a net gain of 2 holders — while 257 added to existing stakes and 250 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Dodge & Cox, cutting an estimated $617M.
- 769 institutional investors held Hewlett Packard (HPE) as of Q2 2018, down from 775 in Q1 2018.
- Funds reported $18B of Hewlett Packard stock for Q2 2018, down 18% quarter-over-quarter.
- 71 funds opened new Hewlett Packard positions in Q2 2018 and 69 closed out, a net change of +2 holders.
- The largest Hewlett Packard buyer in Q2 2018 was Morgan Stanley, an estimated $133M added.
- The largest Hewlett Packard seller in Q2 2018 was Dodge & Cox, an estimated $617M sold.
Based on aggregated 13F filings for Q2 2018.