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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
OWA
901
One Wealth Advisors
California
$7K +$23 +1 +0.3%
BRC
902
Bell Rock Capital
Delaware
$7K +$45 +2 +0.6%
AA
903
AlphaMark Advisors
Kentucky
$6K -$5.87K -260 -51%
BWM
904
Baystate Wealth Management
Massachusetts
$6K
MRCM
905
M&R Capital Management
New Jersey
$6K
PSC
906
Prentiss Smith & Co
Vermont
$5K -$5.65K -250 -50%
CTB
907
Country Trust Bank
Illinois
$5K
SIA
908
Sit Investment Associates
Minnesota
$5K
WAM
909
Watermark Asset Management
California
$5K
PFO
910
Pathstone Family Office
New Jersey
$5K +$5.28K +234 New
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$4.74K +$4.88K +216 New
SIM
912
Sonora Investment Management
Arizona
$4.1K -$20K -885 -83%
AOWM
913
Alpha Omega Wealth Management
Virginia
$4K
CAC
914
Certified Advisory Corp
Florida
$4K
CPA
915
Cowen Prime Advisors
New York
$4K
WWMSC
916
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$700 +31 +23%
MWM
917
MinichMacGregor Wealth Management
New York
$4K +$2.67K +118 +110%
CPA
918
Clear Perspective Advisors
Illinois
$4K +$4K +177 New
NR
919
Newfound Research
Massachusetts
$4K +$4.25K +188 +6,267%
DWA
920
Divergent Wealth Advisors
Utah
$4K +$4.52K +200 New
HR
921
Howe & Rusling
New York
$3K -$71K -3,146 -96%
CFG
922
Citizens Financial Group
Rhode Island
$3K -$24.8K -1,100 -91%
SWMG
923
Signature Wealth Management Group
Georgia
$3K -$3.32K -147 -50%
AWM
924
Avior Wealth Management
Nebraska
$3K
FFC
925
First Financial Corp
Indiana
$3K

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.