We are live on ! Find out more

778 hedge funds and large institutions have $17B invested in HP in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 294 increasing their positions, 297 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

1.52% more ownership

Funds ownership: 78.04%79.55% (+1.5%)

3% more capital invested

Capital invested by funds: $16.5B → $17B (+$540M)

1% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 297

3% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 74

1% less funds holding

Funds holding: 789778 (-11)

36% less call options, than puts

Call options by funds: $74.6M | Put options by funds: $116M

Holders
778
Holders Change
-11
Holders Change %
-1.39%
% of All Funds
20.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
72
Increased
294
Reduced
297
Closed
74
Calls
$74.6M
Puts
$116M
Net Calls
-$41.6M
Net Calls Change
-$19.4B
Name Holding Trade Value Shares
Change
Change in
Stake
MS
751
Marshall & Sullivan
Washington
$3K
VWM
752
Valley Wealth Managers
New Jersey
$3K +$2.49K +200 New
UMA
753
USA Mutuals Advisors
Texas
$3K +$2.81K +226 New
MRCM
754
M&R Capital Management
New Jersey
$3K +$3.49K +280 New
EDRH
755
Edmond de Rothschild Holding
Switzerland
$2K -$18.7K -1,500 -90%
DBT
756
Dubuque Bank & Trust
Iowa
$2K -$11.7K -938 -87%
EWM
757
Endurance Wealth Management
Rhode Island
$2K -$3.11K -250 -61%
VCM
758
Versant Capital Management
Arizona
$2K -$149 -12 -5%
TF
759
Tompkins Financial
New York
$2K
WCM
760
Wealthcare Capital Management
Virginia
$2K
PRS
761
Pinkerton Retirement Specialists
Idaho
$2K +$1.2K +96 +130%
CP
762
Corbenic Partners
Pennsylvania
$2K +$1.57K +126 +12,600%
CIM
763
Contravisory Investment Management
Massachusetts
$2K +$1.87K +150 New
EDRS
764
Edmond de Rothschild (Suisse)
Switzerland
$2K +$2.13K +171 New
CFA
765
CT Financial Advisors
Pennsylvania
$1.88K
WP
766
WealthPLAN Partners
Nebraska
$1.58K +$4.12K +331 New
TFA
767
Transamerica Financial Advisors
Florida
$1K -$17.8K -1,432 -99%
CAL
768
Capital Advisors Ltd
Ohio
$1K
FFC
769
First Financial Corp
Indiana
$1K
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
$1K
PSUF
771
People's United Financial
Connecticut
$1K
TIM
772
Tortoise Investment Management
New York
$1K
MWM
773
MinichMacGregor Wealth Management
New York
$1K +$12 +1 +1%
ACS
774
Archford Capital Strategies
Illinois
$1K +$1.36K +109 New
HFM
775
Hartford Financial Management
Connecticut
$1K +$1.81K +145 New

HPQ Hedge Fund Activity: Q2 2016 in Review

778 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q2 2016, worth a combined $17B — up 3.3% from $16.5B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HPQ and 72 opened new positions — a net loss of 2 holders — while 297 trimmed existing stakes and 294 added.

The largest buyer was American International Group, adding an estimated $380M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 778 institutional investors held HP (HPQ) as of Q2 2016, down from 789 in Q1 2016.
  • Funds reported $17B of HP stock for Q2 2016, up 3.3% quarter-over-quarter.
  • 72 funds opened new HP positions in Q2 2016 and 74 closed out, a net change of -2 holders.
  • The largest HP buyer in Q2 2016 was American International Group, an estimated $380M added.
  • The largest HP seller in Q2 2016 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2016.