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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
RFWA
876
RPg Family Wealth Advisory
Massachusetts
$10.7K -$11K -486 -50%
PMFA
877
Plante Moran Financial Advisors
Michigan
$10K -$3.32K -147 -24%
PS
878
Portfolio Strategies
New York
$10K
TRCT
879
Tower Research Capital (TRC)
New York
$9K -$618K -27,374 -99%
PW
880
Price Wealth
Texas
$9K -$9.15K -405 -50%
CLOS
881
Compagnie Lombard Odier SCmA
Switzerland
$9K -$9.03K -400 -50%
CPIG
882
Chicago Partners Investment Group
Illinois
$9K
ClearBridge Investments
883
ClearBridge Investments
New York
$9K
HWP
884
Hefty Wealth Partners
Indiana
$9K
IBOK
885
Independence Bank of Kentucky
Kentucky
$9K
JWA
886
JFS Wealth Advisors
Pennsylvania
$9K
RBC
887
Roble Belko & Company
Pennsylvania
$9K
WAS
888
WESPAC Advisors SoCal
California
$9K
LWA
889
Lenox Wealth Advisors
New York
$9K +$9.08K +402 New
MCM
890
Manchester Capital Management
Vermont
$9K +$9.78K +433 New
RFM
891
Royal Fund Management
Florida
$8K -$1.83K -81 -17%
CJA
892
C-J Advisory
California
$8K
VIA
893
Vantage Investment Advisors
Pennsylvania
$8K
SLF
894
Sun Life Financial
Ontario, Canada
$7.5K -$1.32M -58,524 -100%
FMA
895
FNY Managed Accounts
New York
$7K -$3.43K -152 -32%
TIM
896
Tortoise Investment Management
New York
$7K -$903 -40 -12%
AWM
897
AllSquare Wealth Management
New York
$7K
DAM
898
Delta Asset Management
Tennessee
$7K
LYV
899
Live Your Vision
Pennsylvania
$7K
TF
900
Tompkins Financial
New York
$7K

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.