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986 hedge funds and large institutions have $30.2B invested in HP in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 304 increasing their positions, 391 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

21% more capital invested

Capital invested by funds: $24.9B → $30.2B (+$5.32B)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 938986 (+48)

1.61% less ownership

Funds ownership: 78.27%76.66% (-1.6%)

22% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 391

61% less call options, than puts

Call options by funds: $97M | Put options by funds: $251M

Holders
986
Holders Change
+48
Holders Change %
+5.12%
% of All Funds
17.31%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
119
Increased
304
Reduced
391
Closed
62
Calls
$97M
Puts
$251M
Net Calls
-$154M
Net Calls Change
-$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
CSat Investment Advisory
Michigan
$951K -$81.7K -2,962 -9%
QI
452
Qtron Investments
Massachusetts
$948K +$74.3K +2,691 +10%
EI
453
Ethic Inc
New York
$927K +$346K +12,523 +75%
BHBT
454
Burke & Herbert Bank & Trust
Virginia
$923K -$3.5K -127 -0.4%
RFG
455
Range Financial Group
Oregon
$920K +$800K +28,979 New
PP
456
Paloma Partners
Connecticut
$909K -$3.05M -110,552 -79%
Brown Advisory
457
Brown Advisory
Maryland
$909K
LIM
458
Longfellow Investment Management
Massachusetts
$899K -$116K -4,211 -13%
BAM
459
Belpointe Asset Management
Nevada
$880K +$765K +27,728 New
WDA
460
Wendell David Associates
New Hampshire
$879K
GT
461
Greenleaf Trust
Michigan
$879K +$155K +5,607 +25%
PSP
462
Principal Street Partners
Tennessee
$878K +$414K +15,002 +119%
BSW
463
Buckingham Strategic Wealth
Missouri
$873K -$1.63K -59 -0.2%
FNBTCON
464
First National Bank & Trust Co of Newtown
Pennsylvania
$871K -$33.8K -1,226 -4%
JCM
465
Jacobi Capital Management
Pennsylvania
$869K -$1.63K -59 -0.2%
CAM
466
Columbia Asset Management
Michigan
$868K +$125K +4,520 +20%
SWP
467
Stratos Wealth Partners
Ohio
$867K +$45.3K +1,640 +6%
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$863K -$59.6K -2,160 -7%
COCM
469
Charter Oak Capital Management
New Hampshire
$863K +$24K +871 +3%
CA
470
Cetera Advisors
Colorado
$860K +$30.7K +1,114 +4%
Marshall Wace
471
Marshall Wace
United Kingdom
$859K +$746K +27,047 New
RCS
472
Retirement Capital Strategies
California
$856K
WP
473
WealthPLAN Partners
Nebraska
$851K +$165K +5,972 +31%
WT
474
Whittier Trust
California
$838K -$86.9K -3,149 -11%
CK
475
Cohen Klingenstein
New York
$832K

HPQ Hedge Fund Activity: Q1 2021 in Review

986 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q1 2021, worth a combined $30.2B — up 21% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HPQ positions and 62 closed out — a net gain of 57 holders — while 304 added to existing stakes and 391 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $97.3M. The largest seller was Dodge & Cox, cutting an estimated $673M.

  • 986 institutional investors held HP (HPQ) as of Q1 2021, up from 938 in Q4 2020.
  • Funds reported $30.2B of HP stock for Q1 2021, up 21% quarter-over-quarter.
  • 119 funds opened new HP positions in Q1 2021 and 62 closed out, a net change of +57 holders.
  • The largest HP buyer in Q1 2021 was Allianz Asset Management, an estimated $97.3M added.
  • The largest HP seller in Q1 2021 was Dodge & Cox, an estimated $673M sold.

Based on aggregated 13F filings for Q1 2021.