HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible

13F holders, Q2 2026 (June 30)
93holders +9
17new positions
8sold out
3famous investors
$114.67avg. 13F price*

At the end of Q2 2026, 93 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, up 9 from Q1 2026. 17 opened new positions and 8 sold out. The largest holders were Aequim Alternative Investments LP ($473.9M), Voya Investment Management LLC ($306.5M) and D. E. Shaw & Co. ($225.8M). 3 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Mario Gabelli ( of GAMCO Investors's portfolio) and Israel Englander ( of Millennium Management's portfolio).

Company
HP Enterprise Co. (hpe 7.625 09/01/27)
Filed as
HEWLETT PACKARD ENTERPRISE C (Q2 2026)
CUSIP
42824C208
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q3 2024: 67Q3 2024Q4 2024: 74Q4 2024Q1 2025: 78Q1 2025Q2 2025: 79Q2 2025Q3 2025: 77Q3 2025Q4 2025: 79Q4 2025Q1 2026: 84Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$108.4M
Exits8$54.5M

All 13F filers, Q1 2026 → Q2 2026: 6,532,281 shares bought and 6,431,238 shares sold, net +101,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 93 holders

Aequim Alternative Investments LP — Add +15.7% 4,050,000 $473.9M
Voya Investment Management LLC — Add +435.5% 2,649,795 $306.5M
D. E. Shaw & Co. — Add +35.0% 1,930,000 $225.8M
BlackRock, Inc. — Reduce -10.0% 1,865,930 $215.8M
Calamos Advisors LLC — Add +13.9% 1,586,652 $183.5M
Franklin Resources Inc. — Reduce -1.1% 1,326,827 $153.5M
CSS LLC — Add +1014.7% 1,276,322 $149.3M
Magnetar Financial LLC — Reduce -17.8% 760,010 $89.0M
Weiss Asset Management LP — New 750,000 $87.4M
Van Eck Associates Corp. — Reduce -7.2% 750,505 $86.8M
Ameriprise Financial Inc. — Reduce -21.6% 651,741 $75.7M
Credit Industriel Et Commercial — No change 650,000 $74.3M
Manufacturers Life Insurance Company, The — Reduce -3.4% 610,770 $71.4M
MacKay Shields LLC — Reduce -0.1% 601,263 $70.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Reduce -21.9% 534,665 $61.8M
State Street Corp. — Add +18.8% 455,876 $52.9M
Walleye Capital LLC — Add +800.0% 450,000 $52.6M
Susquehanna Advisors Group, Inc. — Reduce -54.3% 400,000 $46.3M
Sculptor Capital LP — Reduce -0.5% 368,156 $42.9M
HBK Investments L P — Add +16.7% 350,000 $41.0M
FMR LLC — Reduce -1.0% 340,600 $39.8M
Infrastructure Capital Advisors, LLC — Add +307.8% 298,360 $34.5M
Barclays PLC — Reduce -21.8% 282,501 $32.7M
Ssi Investment Management LLC — Add +20.1% 251,620 $29.4M
TPG GP A, LLC — Reduce -56.5% 250,000 $29.2M
Bank of America Corp. — Add +115.8% 203,134 $23.5M
Westwood Holdings Group Inc. — No change 195,150 $22.6M
Torray Investment Partners LLC — Reduce -51.2% 183,153 $21.2M
Two Sigma Investments, LP — Reduce -86.6% 179,126 $20.7M
Gabelli Funds LLC — Reduce -0.7% 149,500 $17.3M
Raymond James Financial Inc. — Reduce -36.8% 146,051 $16.9M
Advent Capital Management — Reduce -61.6% 144,059 $16.8M
Wells Fargo & Company — Reduce -74.8% 132,368 $15.3M
Nuveen, LLC — Reduce -10.6% 127,323 $14.7M
Wolverine Asset Management LLC — Reduce -44.9% 106,270 $12.4M
Warberg Asset Management LLC — New 100,154 $11.7M
Pier 88 Investment Partners LLC — Reduce -61.4% 97,940 $11.3M
Skaana Management L.P. — Add +225.7% 85,855 $10.0M
Morgan Stanley — Reduce -80.1% 78,952 $9.1M
JPMorgan Chase & Co. — Add +70.8% 122,248 $7.9M
Federated Hermes, Inc. — No change 65,273 $7.8M
Jane Street Group, LLC — Add +70.5% 65,362 $7.6M
River Road Asset Management, LLC — Reduce -36.6% 64,344 $7.4M
Invesco Ltd. — Reduce -45.8% 64,000 $7.4M
Laffer Tengler Investments, Inc. — Reduce -2.1% 62,310 $7.3M
Captrust Financial Advisors — Reduce -40.3% 58,152 $6.7M
Citigroup Inc. — Reduce -0.7% 57,705 $6.7M
Peloton Wealth Strategists — Reduce -5.2% 41,959 $4.9M
Portman Square Capital LLP — Reduce -84.1% 35,000 $4.1M
Chicago Capital Management, LLC — No change 32,900 $3.8M
Wealth Enhancement Advisory Services, LLC — Reduce -4.3% 30,169 $3.8M
Goldman Sachs Group Inc. — Reduce -68.1% 30,010 $3.5M
Palouse Capital Management, Inc. — New 29,579 $3.4M
AlphaCore Capital LLC — No change 28,021 $3.2M
Rational Advisors, Inc. — Reduce -75.1% 22,340 $2.6M
HRT Financial LP — New 20,929 $2.4M
UBS Group AG — Add +18.1% 14,911 $1.7M
Central Pacific Bank - Trust Division — Add +34.9% 9,015 $1.0M
Elequin Capital, LP — Reduce -87.5% 7,976 $926K
Envestnet Asset Management Inc. — Reduce -32.6% 7,993 $924K
Financial Sense Advisors, Inc. — Reduce -96.3% 7,900 $914K
Regal Investment Advisors LLC — Reduce -51.6% 7,654 $885K
GAMCO Investors — No change 7,450 $862K
Fiduciary Trust Co — No change 7,000 $810K
Samalin Investment Counsel, LLC — Reduce -46.5% 6,414 $742K
Sei Investments Co. — No change 6,275 $717K
Russell Investments Group, Ltd. — Reduce -66.0% 268,950 $622K
Ares Systematic Credit Ltd — No change 4,022 $465K
Universal- Beteiligungs- und Servicegesellschaft mbH — New 4,000 $463K
Oppenheimer & Co. Inc. — New 3,745 $433K
&partners — Reduce -3.1% 3,625 $419K
Financiere des Professionnels - Fonds d'investissement inc. — No change 3,550 $411K
Osaic Holdings, Inc. — Add +2.4% 3,459 $400K
Ground Swell Capital, LLC — New 3,432 $397K
Calamos Wealth Management LLC — New 3,411 $395K
GABELLI & Co INVESTMENT ADVISERS, INC. — New 3,025 $350K
Deutsche Bank AG — New 2,811 $325K
Cambridge Investment Research Advisors, Inc. — New 2,733 $316K
Oppenheimer Asset Management Inc. — New 2,662 $308K
Stifel Financial Corp. — New 2,175 $252K
Bank of Montreal — Reduce -53.7% 1,925 $223K
AQR Arbitrage LLC — New 1,800 $211K
Millennium Management — Reduce -27.0% 53,450 $125K
Tower Research Capital LLC (TRC) — Add +106.2% 695 $80K
Lanark Financial, Inc. — New 240 $28K
O'shaughnessy Asset Management, LLC — No change 143 $17K
UMB Bank, n.a. — Reduce -40.2% 76 $9K
Glenmede Trust Co. NA — No change 52 $6K
Steward Partners Investment Advisory, LLC — Reduce -97.7% 24 $3K
IFP Advisors, Inc — New 13 $2K
Millstone Evans Group, LLC — No change 12 $1K
Keating Financial Advisory Services, Inc. — New 8 $925
Blue Trust, Inc. — No change 5 $578

"% of holder's portfolio" is HP ENTERPRISE CO (HPE 7.625 09/01/27)'s weight in each manager's 13F, not the share of HP Enterprise Co. (hpe 7.625 09/01/27) the manager owns.