HP
1,005 hedge funds and large institutions have $58.8B invested in HP in 2014 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 311 increasing their positions, 420 reducing their positions, and 74 closing their positions.
86% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 74
13% more capital invested
Capital invested by funds: $52B → $58.8B (+$6.81B)
11% more funds holding in top 10
Funds holding in top 10: 46 → 51 (+5)
5% more funds holding
Funds holding: 955 → 1,005 (+50)
1.61% less ownership
Funds ownership: 172.51% → 170.9% (-1.6%)
26% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 420
30% less call options, than puts
Call options by funds: $475M | Put options by funds: $683M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$258M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$211M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$141M |
| 4 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$106M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Relational Investors
San Diego,
California
|
-$958M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$448M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$145M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$115M |
| 5 |
Pzena Investment Management
New York
|
-$96.3M |
HPQ Hedge Fund Activity: Q4 2014 in Review
1,005 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q4 2014, worth a combined $58.8B — up 13% from $52B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new HPQ positions and 74 closed out — a net gain of 64 holders — while 311 added to existing stakes and 420 trimmed.
The largest buyer was Capital World Investors, adding an estimated $258M. The largest seller was Relational Investors, exiting entirely with an estimated $958M sold.
- 1,005 institutional investors held HP (HPQ) as of Q4 2014, up from 955 in Q3 2014.
- Funds reported $58.8B of HP stock for Q4 2014, up 13% quarter-over-quarter.
- 138 funds opened new HP positions in Q4 2014 and 74 closed out, a net change of +64 holders.
- The largest HP buyer in Q4 2014 was Capital World Investors, an estimated $258M added.
- The largest HP seller in Q4 2014 was Relational Investors, an estimated $958M sold.
Based on aggregated 13F filings for Q4 2014.