Hewlett Packard
790 hedge funds and large institutions have $30.4B invested in Hewlett Packard in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 314 reducing their positions, and 42 closing their positions.
136% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 42
67% more funds holding in top 10
Funds holding in top 10: 15 → 25 (+10)
22% more capital invested
Capital invested by funds: $24.8B → $30.4B (+$5.57B)
6% more funds holding
Funds holding: 742 → 790 (+48)
2.45% less ownership
Funds ownership: 140.45% → 138% (-2.4%)
14% less call options, than puts
Call options by funds: $202M | Put options by funds: $234M
27% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 314
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
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
Los Angeles,
California
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$165M |
| 2 |
D.E. Shaw & Co
New York
|
-$109M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$103M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$97.1M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$86.8M |
HPE Hedge Fund Activity: Q3 2016 in Review
790 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q3 2016, worth a combined $30.4B — up 22% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new HPE positions and 42 closed out — a net gain of 57 holders — while 230 added to existing stakes and 314 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $165M.
- 790 institutional investors held Hewlett Packard (HPE) as of Q3 2016, up from 742 in Q2 2016.
- Funds reported $30.4B of Hewlett Packard stock for Q3 2016, up 22% quarter-over-quarter.
- 99 funds opened new Hewlett Packard positions in Q3 2016 and 42 closed out, a net change of +57 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.