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914 hedge funds and large institutions have $27.7B invested in HP in 2017 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 297 increasing their positions, 312 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 51

12% more funds holding

Funds holding: 819914 (+95)

3% more capital invested

Capital invested by funds: $26.9B → $27.7B (+$825M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.33% less ownership

Funds ownership: 80.81%80.48% (-0.33%)

5% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 312

58% less call options, than puts

Call options by funds: $78.4M | Put options by funds: $185M

Holders
914
Holders Change
+95
Holders Change %
+11.6%
% of All Funds
20.73%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
153
Increased
297
Reduced
312
Closed
51
Calls
$78.4M
Puts
$185M
Net Calls
-$107M
Net Calls Change
-$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
901
Mark Sheptoff Financial Planning
Connecticut
$2K
MWM
902
MinichMacGregor Wealth Management
New York
$2K
SIAS
903
Shine Investment Advisory Services
Colorado
$2K
TFA
904
Toth Financial Advisory
Virginia
$2K +$2.15K +101 New
MCM
905
Mainstay Capital Management
Michigan
$2K +$2.28K +107 New
FBT
906
First Bank & Trust
South Dakota
$1K -$808 -38 -43%
CFD
907
Creative Financial Designs
Indiana
$1K
KTC
908
Kistler-Tiffany Companies
Pennsylvania
$1K
RIA
909
RPG Investment Advisory
California
$1K
MGIA
910
Moneta Group Investment Advisors
Missouri
$1K +$596 +28 New
Kovitz Investment Group Partners
911
Kovitz Investment Group Partners
Illinois
$455 -$53.2K -2,500 -10%
PCG
912
Private Capital Group
Connecticut
$145 +$20.6K +968 New
BCM
913
Bridgeway Capital Management
Texas
-$64.6M -3,237,680 Closed
AA
914
ALPS Advisors
Colorado
-$47.8M -2,393,425 Closed
NFA
915
Nationwide Fund Advisors
Ohio
-$28.7M -1,438,289 Closed
DF
916
Donoghue Forlines
Massachusetts
-$16.9M -845,094 Closed
BCM
917
Brookstone Capital Management
Illinois
-$5.65M -282,868 Closed
VAM
918
Visionary Asset Management
Texas
-$3.38M -169,198 Closed
ACM
919
Alethea Capital Management
Washington
-$2.78M -139,138 Closed
MAM
920
Martingale Asset Management
Massachusetts
-$2.58M -128,993 Closed
WFMPM
921
Woodley Farra Manion Portfolio Management
Indiana
-$2.31M -115,495 Closed
Verition Fund Management
922
Verition Fund Management
Connecticut
-$2.25M -112,490 Closed
BVDMP
923
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$2.16M -108,074 Closed
Connor, Clark & Lunn Investment Management (CC&L)
924
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.05M -102,758 Closed
AG
925
Algert Global
California
-$1.93M -96,528 Closed

HPQ Hedge Fund Activity: Q4 2017 in Review

914 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q4 2017, worth a combined $27.7B — up 3.1% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new HPQ positions and 51 closed out — a net gain of 102 holders — while 297 added to existing stakes and 312 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $113M. The largest seller was Dodge & Cox, cutting an estimated $660M.

  • 914 institutional investors held HP (HPQ) as of Q4 2017, up from 819 in Q3 2017.
  • Funds reported $27.7B of HP stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 153 funds opened new HP positions in Q4 2017 and 51 closed out, a net change of +102 holders.
  • The largest HP buyer in Q4 2017 was Schroder Investment Management Group, an estimated $113M added.
  • The largest HP seller in Q4 2017 was Dodge & Cox, an estimated $660M sold.

Based on aggregated 13F filings for Q4 2017.