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769 hedge funds and large institutions have $31.3B invested in HP in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 272 increasing their positions, 297 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.21% more ownership

Funds ownership: 167.73%170.94% (+3.2%)

8% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 297

2% less funds holding

Funds holding: 786769 (-17)

12% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 86

12% less call options, than puts

Call options by funds: $720M | Put options by funds: $822M

14% less capital invested

Capital invested by funds: $36.4B → $31.3B (-$5.16B)

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
769
Holders Change
-17
Holders Change %
-2.16%
% of All Funds
24.93%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.65%
New
76
Increased
272
Reduced
297
Closed
86
Calls
$720M
Puts
$822M
Net Calls
-$102M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
26
Oldfield Partners
United Kingdom
$278M +$86.4M +7,826,985 +38%
TCIM
27
TIAA CREF Investment Management
New York
$251M -$33.2M -3,004,684 -10%
Goldman Sachs
28
Goldman Sachs
New York
$218M +$60.6M +5,489,591 +32%
Legal & General Group
29
Legal & General Group
United Kingdom
$210M +$5.25M +475,436 +2%
Capital World Investors
30
Capital World Investors
California
$210M
LSV Asset Management
31
LSV Asset Management
Illinois
$207M +$12.3M +1,112,671 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$199M -$7.05M -638,036 -3%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$190M +$67.8M +6,142,935 +44%
IAM
34
Iridian Asset Management
Connecticut
$178M +$9.07M +821,522 +5%
Deutsche Bank
35
Deutsche Bank
Germany
$171M +$25.8M +2,333,909 +15%
Morgan Stanley
36
Morgan Stanley
New York
$160M +$43.8M +3,968,297 +31%
Charles Schwab
37
Charles Schwab
California
$150M +$9.99M +904,516 +6%
Bank of America
38
Bank of America
North Carolina
$141M -$21M -1,902,858 -11%
JAM
39
Jupiter Asset Management
United Kingdom
$139M +$727K +65,840 +0.5%
DSA
40
Davis Selected Advisers
Arizona
$138M -$1.1M -99,396 -0.7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$136M +$1.21M +109,118 +0.8%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$131M -$7.67M -694,084 -5%
UBS AM
43
UBS AM
Illinois
$130M +$1.35M +121,791 +0.9%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$129M -$2.84M -256,828 -2%
YAM
45
Yacktman Asset Management
Texas
$124M -$80.3M -7,271,363 -36%
IG
46
ING Group
Netherlands
$122M -$15.4M -1,392,042 -10%
BlackRock
47
BlackRock
New York
$121M +$26.5M +2,401,063 +23%
RFC
48
Russell Frank Company
Washington
$119M +$25.6M +2,314,291 +23%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$106M +$91.3M +8,267,851 +289%
USAA
50
United Services Automobile Association
Texas
$104M +$28.5M +2,576,741 +31%

HPQ Hedge Fund Activity: Q3 2013 in Review

769 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q3 2013, worth a combined $31.3B — down 14% from $36.4B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of HPQ and 76 opened new positions — a net loss of 10 holders — while 297 trimmed existing stakes and 272 added.

The largest buyer was JP Morgan Chase, adding an estimated $241M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $248M.

  • 769 institutional investors held HP (HPQ) as of Q3 2013, down from 786 in Q2 2013.
  • Funds reported $31.3B of HP stock for Q3 2013, down 14% quarter-over-quarter.
  • 76 funds opened new HP positions in Q3 2013 and 86 closed out, a net change of -10 holders.
  • The largest HP buyer in Q3 2013 was JP Morgan Chase, an estimated $241M added.
  • The largest HP seller in Q3 2013 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $248M sold.

Based on aggregated 13F filings for Q3 2013.