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830 hedge funds and large institutions have $19.9B invested in HP in 2016 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 276 increasing their positions, 284 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

6% more funds holding

Funds holding: 784830 (+46)

0.01% more ownership

Funds ownership: 78.59%78.61% (+0.01%)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 284

4% less capital invested

Capital invested by funds: $20.7B → $19.9B (-$820M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

51% less call options, than puts

Call options by funds: $77.7M | Put options by funds: $160M

Holders
830
Holders Change
+46
Holders Change %
+5.87%
% of All Funds
20.75%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.15%
New
126
Increased
276
Reduced
284
Closed
65
Calls
$77.7M
Puts
$160M
Net Calls
-$82.4M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$2.07B -$446M -29,455,642 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.77B +$43.7M +2,885,578 +2%
State Street
3
State Street
Massachusetts
$1.17B -$41.5M -2,737,825 -3%
Primecap Management
4
Primecap Management
California
$915M -$1.11M -73,432 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$747M -$25.7M -1,694,433 -3%
BIT
6
BlackRock Institutional Trust
California
$726M +$41.4M +2,731,652 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$581M +$219M +14,471,633 +59%
AIG
8
American International Group
New York
$424M -$65.1M -4,298,536 -13%
AQR Capital Management
9
AQR Capital Management
Connecticut
$422M -$25.7M -1,695,576 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$413M -$9.84M -650,021 -2%
BFA
11
BlackRock Fund Advisors
California
$357M +$36.1M +2,385,982 +11%
AllianceBernstein
12
AllianceBernstein
Tennessee
$337M -$20.7M -1,364,274 -6%
Northern Trust
13
Northern Trust
Illinois
$308M -$16.9M -1,118,449 -5%
Invesco
14
Invesco
Georgia
$256M -$27.4M -1,812,651 -10%
BG
15
BlackRock Group
United Kingdom
$255M +$38.6M +2,547,053 +17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$247M +$19.3M +1,277,104 +8%
Deutsche Bank
17
Deutsche Bank
Germany
$239M -$4.17M -275,603 -2%
Goldman Sachs
18
Goldman Sachs
New York
$231M +$18M +1,191,499 +8%
Norges Bank
19
Norges Bank
Norway
$226M +$9.51M +627,927 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$217M -$2.82M -186,041 -1%
Capital International Investors
21
Capital International Investors
California
$212M
Charles Schwab
22
Charles Schwab
California
$203M +$28.5M +1,880,447 +16%
LSV Asset Management
23
LSV Asset Management
Illinois
$193M +$20.5M +1,350,909 +12%
Pzena Investment Management
24
Pzena Investment Management
New York
$183M -$75.8M -5,009,038 -29%
Fidelity International
25
Fidelity International
Bermuda
$177M -$35.8M -2,363,157 -17%

HPQ Hedge Fund Activity: Q4 2016 in Review

830 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HP (HPQ) for Q4 2016, worth a combined $19.9B — down 4% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HPQ positions and 65 closed out — a net gain of 61 holders — while 276 added to existing stakes and 284 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $219M. The largest seller was Dodge & Cox, cutting an estimated $446M.

  • 830 institutional investors held HP (HPQ) as of Q4 2016, up from 784 in Q3 2016.
  • Funds reported $19.9B of HP stock for Q4 2016, down 4% quarter-over-quarter.
  • 126 funds opened new HP positions in Q4 2016 and 65 closed out, a net change of +61 holders.
  • The largest HP buyer in Q4 2016 was JP Morgan Chase, an estimated $219M added.
  • The largest HP seller in Q4 2016 was Dodge & Cox, an estimated $446M sold.

Based on aggregated 13F filings for Q4 2016.