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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
ME
826
McIlrath & Eck
Washington
$26K
RA
827
Rational Advisors
New York
$26K +$26.7K +1,184 New
MCWS
828
McKinley Carter Wealth Services
West Virginia
$26K +$27.1K +1,200 New
Loomis, Sayles & Company
829
Loomis, Sayles & Company
Massachusetts
$25K -$345K -15,260 -93%
FANJ
830
Financial Architects (New Jersey)
New Jersey
$24K +$20.3K +900 +476%
FC
831
Ferris Capital
Massachusetts
$24K +$24.3K +1,074 New
MPPLM
832
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$23K
CWM
833
Cranbrook Wealth Management
Michigan
$22K
PFA
834
Pathway Financial Advisors
Vermont
$22K
PFGIA
835
Patriot Financial Group Insurance Agency
Massachusetts
$22K
SC
836
Sawyer & Company
Massachusetts
$22K
NCM
837
New Capital Management
Texas
$22K +$135 +6 +0.6%
EWM
838
Edge Wealth Management
New York
$22K +$22.6K +1,000 New
PFBT
839
Parkside Financial Bank & Trust
Missouri
$21K +$565 +25 +3%
HFP
840
Holistic Financial Partners
Indiana
$21K +$587 +26 +3%
PCP
841
Proficio Capital Partners
Massachusetts
$21K +$1.35K +60 +7%
GEA
842
Glen Eagle Advisors
New Jersey
$20.5K +$9.8K +434 +87%
WAS
843
Winch Advisory Services
Wisconsin
$20K +$113 +5 +0.6%
EARNEST Partners
844
EARNEST Partners
Georgia
$19K
HT
845
Heritage Trust
Oklahoma
$19K
RWG
846
Regal Wealth Group
California
$19K +$45 +2 +0.2%
M
847
MOTCO
Texas
$18K -$1.06K -47 -6%
1IA
848
1834 Investment Advisors
Wisconsin
$18K
ARMC
849
American Research & Management Company
Massachusetts
$18K
CFA
850
Carroll Financial Associates
North Carolina
$18K +$45 +2 +0.2%

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.