Hewlett Packard
HPE
827 hedge funds and large institutions have $30.9B invested in Hewlett Packard in 2016 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 276 increasing their positions, 282 reducing their positions, and 70 closing their positions.
76% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 70
5% more funds holding
Funds holding: 790 → 827 (+37)
2% more capital invested
Capital invested by funds: $30.4B → $30.9B (+$513M)
0.21% less ownership
Funds ownership: 138% → 137.8% (-0.21%)
2% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 282
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
48% less call options, than puts
Call options by funds: $196M | Put options by funds: $378M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$483M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$416M |
| 3 |
D.E. Shaw & Co
New York
|
+$211M |
| 4 |
Two Sigma Investments
New York
|
+$138M |
| 5 |
Two Sigma Advisers
New York
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$269M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$244M |
| 3 |
TCP
Tourbillon Capital Partners
New York
|
-$201M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$172M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$163M |
HPE Hedge Fund Activity: Q4 2016 in Review
827 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Hewlett Packard (HPE) for Q4 2016, worth a combined $30.9B — up 1.7% from $30.4B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new HPE positions and 70 closed out — a net gain of 53 holders — while 276 added to existing stakes and 282 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $483M. The largest seller was Iridian Asset Management, cutting an estimated $269M.
- 827 institutional investors held Hewlett Packard (HPE) as of Q4 2016, up from 790 in Q3 2016.
- Funds reported $30.9B of Hewlett Packard stock for Q4 2016, up 1.7% quarter-over-quarter.
- 123 funds opened new Hewlett Packard positions in Q4 2016 and 70 closed out, a net change of +53 holders.
- The largest Hewlett Packard buyer in Q4 2016 was AQR Capital Management, an estimated $483M added.
- The largest Hewlett Packard seller in Q4 2016 was Iridian Asset Management, an estimated $269M sold.
Based on aggregated 13F filings for Q4 2016.