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Hewlett Packard

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.

New
Increased
Maintained
Reduced
Closed

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: 775769 (-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: 74 (-3)

47% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $77.1M

Holders
769
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
17.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
71
Increased
257
Reduced
250
Closed
69
Calls
$40.9M
Puts
$77.1M
Net Calls
-$36.2M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
201
Hartford Investment Management Co (HIMCO)
Connecticut
$3.24M -$1.23M -74,224 -25%
NAM
202
Nissay Asset Management
Japan
$3.21M -$61.6K -3,717 -2%
Calamos Advisors
203
Calamos Advisors
Illinois
$3.15M +$427K +25,778 +14%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$3.13M -$137K -8,291 -4%
MSA
205
Mason Street Advisors
Wisconsin
$3.13M -$67K -4,038 -2%
CEP
206
Chicago Equity Partners
Illinois
$3.12M +$3.28M +197,905 +1,284%
GHCM
207
Glen Harbor Capital Management
California
$3.09M +$1.92M +115,918 +121%
JG
208
Jefferies Group
New York
$3.02M -$6.05M -364,756 -64%
CSS
209
Cubist Systematic Strategies
Connecticut
$3.01M +$663K +39,966 +24%
GPSPJS
210
General Pension Society PZU Joint Stock
Poland
$3M +$332K +20,000 +11%
EVM
211
Eaton Vance Management
Massachusetts
$2.94M -$953K -57,480 -22%
AB
212
Amalgamated Bank
New York
$2.93M +$83.7K +5,047 +3%
NC
213
Northpointe Capital
Michigan
$2.91M +$3.3M +199,030 New
MOACM
214
Mutual of America Capital Management
New York
$2.89M -$49.8K -3,005 -1%
EGM
215
Engineers Gate Manager
New York
$2.84M -$3.58M -215,858 -53%
OPTFSNA
216
Old Point Trust & Financial Services N A
Virginia
$2.74M +$96.2K +5,800 +3%
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$2.68M +$3.04M +183,405 New
CGH
218
Crossmark Global Holdings
Texas
$2.63M -$98.5K -5,940 -3%
NB
219
Norinchukin Bank
Japan
$2.62M +$489K +29,485 +20%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$2.59M +$1.25M +75,083 +74%
TRSOTSOK
221
Teachers Retirement System of the State of Kentucky
Kentucky
$2.55M
O
222
OppenheimerFunds
New York
$2.51M +$23.6K +1,421 +0.8%
MIM
223
Montgomery Investment Management
Maryland
$2.48M
VRS
224
Virginia Retirement Systems
Virginia
$2.45M +$2.78M +167,800 New
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$2.45M -$10.1M -611,067 -78%

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.