HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 74 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, up 7 from Q3 2024. 18 opened new positions and 13 sold out. The largest holders were Voya Investment Management LLC ($204.0M), BlackRock, Inc. ($162.8M) and Shaolin Capital Management LLC ($154.7M). 3 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Steve Cohen ( of Point72 Asset Management's portfolio) and Mario Gabelli ( of GAMCO Investors's portfolio).
- Company
- HP Enterprise Co. (hpe 7.625 09/01/27)
- Filed as
- HEWLETT PACKARD ENTERPRISE C (Q4 2024)
- CUSIP
- 42824C208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $205.6M |
| Exits | 13 | $154.5M |
All 13F filers, Q3 2024 → Q4 2024: 6,505,614 shares bought and 6,833,566 shares sold, net −327,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Voya Investment Management LLC | — | Reduce -5.2% | 3,252,500 | $204.0M |
| BlackRock, Inc. | — | Reduce -8.7% | 2,595,985 | $162.8M |
| Shaolin Capital Management LLC | — | New | 2,500,000 | $154.7M |
| Aequim Alternative Investments LP | — | Add +50.0% | 1,800,000 | $111.4M |
| Calamos Advisors LLC | — | Add +83.6% | 1,689,185 | $105.9M |
| Franklin Resources Inc. | — | Add +2.1% | 1,602,358 | $100.5M |
| Sona Asset Management (us) LLC | — | No change | 1,400,000 | $86.6M |
| Manufacturers Life Insurance Company, The | — | Reduce -8.6% | 1,179,610 | $74.1M |
| Van Eck Associates Corp. | — | Reduce -11.6% | 1,073,452 | $67.3M |
| Susquehanna Advisors Group, Inc. | — | — | 914,936 | $57.4M |
| Ameriprise Financial Inc. | — | Reduce -6.5% | 803,529 | $49.7M |
| Jane Street Group, LLC | — | Add +14.4% | 708,865 | $44.5M |
| Angelo Gordon & Co., L.P. | — | Add +85.7% | 650,000 | $40.2M |
| FMR LLC | — | Add +95.9% | 626,400 | $39.3M |
| Two Sigma Investments, LP | — | Add +55.0% | 575,553 | $36.1M |
| D. E. Shaw & Co. | — | Reduce -65.6% | 525,000 | $32.5M |
| State Street Corp. | — | Add +23.9% | 483,000 | $29.9M |
| Advent Capital Management | — | Reduce -44.0% | 475,551 | $29.6M |
| Pier 88 Investment Partners LLC | — | Add +37.6% | 354,140 | $22.2M |
| MacKay Shields LLC | — | Reduce -1.2% | 309,251 | $19.4M |
| Healthcare of Ontario Pension Plan Trust Fund | — | Add +58.8% | 270,000 | $16.9M |
| Thrivent Financial for Lutherans | — | Add +2.3% | 264,695 | $16.6M |
| Westwood Holdings Group Inc. | — | No change | 260,000 | $16.3M |
| Barclays PLC | — | Reduce -11.6% | 253,405 | $15.9M |
| HBK Investments L P | — | Add +410.2% | 250,000 | $15.5M |
| Clearbridge Investments, LLC | — | New | 245,025 | $15.4M |
| Sculptor Capital LP | — | Add +15.9% | 207,049 | $13.0M |
| Wolverine Asset Management LLC | — | Reduce -7.6% | 207,823 | $12.9M |
| Context Capital Management, LLC | — | Reduce -20.0% | 200,000 | $12.5M |
| Infrastructure Capital Advisors, LLC | — | New | 190,088 | $11.9M |
| Bank of America Corp. | — | Add +33.3% | 177,257 | $11.1M |
| Ssi Investment Management LLC | — | Add +333.9% | 173,540 | $10.7M |
| Raymond James Financial Inc. | — | — | 150,185 | $9.4M |
| Credit Industriel Et Commercial | — | — | 150,000 | $9.2M |
| Invesco Ltd. | — | Add +8.3% | 130,000 | $8.2M |
| Rational Advisors, Inc. | — | Add +51.9% | 117,100 | $7.3M |
| Point72 Asset Management | — | Reduce -17.5% | 117,011 | $7.3M |
| Nuveen Asset Management, LLC | — | Reduce -83.0% | 112,525 | $7.1M |
| Morgan Stanley | — | Reduce -52.5% | 110,644 | $6.9M |
| Citigroup Inc. | — | Reduce -47.6% | 83,018 | $5.2M |
| JPMorgan Chase & Co. | — | Reduce -72.2% | 72,975 | $4.6M |
| River Road Asset Management, LLC | — | New | 72,260 | $4.5M |
| Gabelli Funds LLC | — | Add +55.6% | 70,000 | $4.4M |
| Paloma Partners Management Co | — | No change | 70,000 | $4.3M |
| Bank of Montreal | — | Reduce -48.4% | 64,451 | $4.0M |
| Federated Hermes, Inc. | — | No change | 58,591 | $3.6M |
| Wells Fargo & Company | — | Reduce -66.3% | 53,205 | $3.3M |
| Loomis Sayles & Co. L P | — | New | 154,176 | $3.3M |
| AQR Arbitrage LLC | — | New | 52,100 | $3.3M |
| Man Group plc | — | Reduce -34.6% | 52,288 | $3.2M |
| Laffer Tengler Investments, Inc. | — | Add +3.1% | 51,005 | $3.2M |
| BlueCrest Capital Management Ltd | — | Reduce -85.1% | 50,398 | $3.2M |
| Goldman Sachs Group Inc. | — | New | 50,000 | $3.1M |
| American Century Companies Inc. | — | New | 41,623 | $2.6M |
| SG Americas Securities, LLC | — | New | 37,920 | $2.4M |
| HRT Financial LP | — | New | 23,177 | $1.5M |
| CSS LLC | — | Reduce -87.0% | 15,076 | $933K |
| Palisade Capital Management, LP | — | New | 15,000 | $927K |
| Russell Investments Group, Ltd. | — | Reduce -41.3% | 727,700 | $913K |
| Oppenheimer & Co. Inc. | — | Add +21.4% | 13,905 | $872K |
| Peloton Wealth Strategists | — | New | 12,550 | $787K |
| Calamos Wealth Management LLC | — | Add +185.3% | 10,952 | $687K |
| Envestnet Asset Management Inc. | — | New | 8,244 | $517K |
| Samalin Investment Counsel, LLC | — | Add +6.8% | 8,055 | $505K |
| Game Creek Capital, LP | — | No change | 7,500 | $470K |
| Central Pacific Bank - Trust Division | — | New | 7,290 | $457K |
| GAMCO Investors | — | No change | 6,000 | $376K |
| Parallax Volatility Advisers, L.P. | — | Reduce -75.3% | 5,898 | $370K |
| Teton Advisors, Inc. | — | No change | 5,000 | $314K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 3,550 | $223K |
| Osaic Holdings, Inc. | — | New | 3,076 | $193K |
| Steward Partners Investment Advisory, LLC | — | New | 810 | $51K |
| North Star Investment Management Corp. | — | New | 124 | $8K |
| UMB Bank, n.a. | — | New | 79 | $5K |
"% 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.