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950 hedge funds and large institutions have $28.8B invested in HP in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 299 increasing their positions, 378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

4% more funds holding

Funds holding: 914950 (+36)

4% more capital invested

Capital invested by funds: $27.7B → $28.8B (+$1.05B)

0.33% less ownership

Funds ownership: 80.48%80.15% (-0.33%)

5% less call options, than puts

Call options by funds: $131M | Put options by funds: $137M

21% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 378

Holders
950
Holders Change
+36
Holders Change %
+3.94%
% of All Funds
21.77%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.44%
New
108
Increased
299
Reduced
378
Closed
64
Calls
$131M
Puts
$137M
Net Calls
-$6.79M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
676
Cypress Wealth Advisors
California
$266K
FSA
677
Franklin Street Advisors
North Carolina
$266K
KA
678
Kovack Advisors
Florida
$265K +$15.1K +670 +6%
S
679
SignatureFD
Georgia
$264K +$272K +12,040 New
LDB
680
Lee, Danner & Bass
Tennessee
$263K
VCA
681
Verdence Capital Advisors
Maryland
$262K -$49.9K -2,208 -16%
CG
682
Colony Group
Massachusetts
$261K -$29K -1,282 -10%
BC
683
Burney Company
Virginia
$260K -$3.64K -161 -1%
SWP
684
Stratos Wealth Partners
Ohio
$259K -$21.5K -952 -7%
IUHSA
685
Itau Unibanco Holding S.A.
Brazil
$259K +$267K +11,816 New
ECM
686
Estabrook Capital Management
New York
$259K
PA
687
Parallel Advisors
California
$258K +$4.52K +200 +2%
DCM
688
Dynamic Capital Management
Jersey
$257K +$265K +11,718 New
LFA
689
Legacy Financial Advisors
Kentucky
$255K +$170K +7,523 +178%
WB
690
WesBanco Bank
West Virginia
$250K -$3.57K -158 -1%
CL
691
Choreo LLC
Illinois
$250K +$8.13K +360 +3%
OCG
692
Opus Capital Group
Ohio
$248K +$255K +11,310 New
NSIM
693
North Star Investment Management
Illinois
$242K +$1.76K +78 +0.7%
DADC
694
D.A. Davidson & Co
Montana
$241K +$248K +10,972 New
AL
695
Aspiriant LLC
California
$239K +$246K +10,885 New
DTL
696
Dynamic Technology Lab
Singapore
$239K +$246K +10,893 New
ZDA
697
Zweig-DiMenna Associates
New York
$239K +$246K +10,900 New
MMPW
698
Mitchell McLeod Pugh & Williams
Alabama
$238K
BWM
699
BigSur Wealth Management
Florida
$236K
FAIM
700
Financial Advocates Investment Management
Washington
$236K +$19.3K +853 +9%

HPQ Hedge Fund Activity: Q1 2018 in Review

950 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q1 2018, worth a combined $28.8B — up 3.8% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HPQ positions and 64 closed out — a net gain of 44 holders — while 299 added to existing stakes and 378 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was JP Morgan Chase, cutting an estimated $143M.

  • 950 institutional investors held HP (HPQ) as of Q1 2018, up from 914 in Q4 2017.
  • Funds reported $28.8B of HP stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 108 funds opened new HP positions in Q1 2018 and 64 closed out, a net change of +44 holders.
  • The largest HP buyer in Q1 2018 was Wellington Management Group, an estimated $200M added.
  • The largest HP seller in Q1 2018 was JP Morgan Chase, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2018.