We are live on ! Find out more

959 hedge funds and large institutions have $44B invested in HP in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 335 increasing their positions, 393 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 170.9%171.19% (+0.29%)

5% less funds holding

Funds holding: 1,005959 (-46)

15% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 393

24% less call options, than puts

Call options by funds: $354M | Put options by funds: $463M

25% less capital invested

Capital invested by funds: $58.8B → $44B (-$14.7B)

27% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 117

51% less funds holding in top 10

Funds holding in top 10: 5125 (-26)

Holders
959
Holders Change
-46
Holders Change %
-4.58%
% of All Funds
25.55%
Holding in Top 10
25
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50.98%
% of All Funds
0.67%
New
85
Increased
335
Reduced
393
Closed
117
Calls
$354M
Puts
$463M
Net Calls
-$109M
Net Calls Change
+$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$5.01B +$637M +38,596,330 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.09B +$46.1M +2,796,888 +1%
State Street
3
State Street
Massachusetts
$2.86B -$121M -7,352,022 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.69B +$244M +14,803,203 +14%
BIT
5
BlackRock Institutional Trust
California
$1.65B +$11.2M +676,287 +0.6%
State Farm Mutual Automobile Insurance
6
State Farm Mutual Automobile Insurance
Illinois
$1.31B
Franklin Resources
7
Franklin Resources
California
$1.21B +$81.4M +4,932,665 +6%
Primecap Management
8
Primecap Management
California
$1.19B +$36.6M +2,216,533 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$852M -$199M -12,082,743 -17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$820M -$131M -7,936,748 -12%
Northern Trust
11
Northern Trust
Illinois
$722M -$24.7M -1,499,782 -3%
BFA
12
BlackRock Fund Advisors
California
$651M -$51M -3,092,639 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$571M +$391K +23,682 +0.1%
BG
14
BlackRock Group
United Kingdom
$554M +$86.5M +5,244,829 +15%
Pzena Investment Management
15
Pzena Investment Management
New York
$551M -$19.7M -1,196,279 -3%
Invesco
16
Invesco
Georgia
$537M +$22.7M +1,375,347 +4%
Capital World Investors
17
Capital World Investors
California
$530M
Norges Bank
18
Norges Bank
Norway
$515M +$25.4M +1,538,388 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$471M +$8.64M +523,840 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$465M -$335M -20,315,987 -38%
Capital Research Global Investors
21
Capital Research Global Investors
California
$417M
Deutsche Bank
22
Deutsche Bank
Germany
$408M +$73.5M +4,452,704 +18%
TCIM
23
TIAA CREF Investment Management
New York
$404M -$11M -667,825 -2%
LSV Asset Management
24
LSV Asset Management
Illinois
$362M +$1.13M +68,287 +0.3%
Bank of America
25
Bank of America
North Carolina
$351M +$133M +8,042,694 +48%

HPQ Hedge Fund Activity: Q1 2015 in Review

959 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q1 2015, worth a combined $44B — down 25% from $58.8B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of HPQ and 85 opened new positions — a net loss of 32 holders — while 393 trimmed existing stakes and 335 added.

The largest buyer was Dodge & Cox, adding an estimated $637M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.79B sold.

  • 959 institutional investors held HP (HPQ) as of Q1 2015, down from 1,005 in Q4 2014.
  • Funds reported $44B of HP stock for Q1 2015, down 25% quarter-over-quarter.
  • 85 funds opened new HP positions in Q1 2015 and 117 closed out, a net change of -32 holders.
  • The largest HP buyer in Q1 2015 was Dodge & Cox, an estimated $637M added.
  • The largest HP seller in Q1 2015 was Americafirst Capital Management, an estimated $1.79B sold.

Based on aggregated 13F filings for Q1 2015.