HP Enterprise Co. (hpe 7.625 09/01/27)Preferred / convertible
13F holders, Q2 2025 (June 30)79holders +1
4new positions
3sold out
2famous investors
$57.83avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding HP Enterprise Co. (hpe 7.625 09/01/27) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were Voya Investment Management LLC ($201.4M), BlackRock, Inc. ($139.3M) and Shaolin Capital Management LLC ($128.0M). 2 famous investors held it, including 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 2025)
- CUSIP
- 42824C208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $391K |
| Exits | 3 | $774K |
All 13F filers, Q1 2025 → Q2 2025: 1,824,020 shares bought and 1,759,412 shares sold, net +64,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Voya Investment Management LLC | — | Add +4.6% | 3,420,215 | $201.4M |
| BlackRock, Inc. | — | Reduce -5.6% | 2,366,401 | $139.3M |
| Shaolin Capital Management LLC | — | Add +7.2% | 2,165,000 | $128.0M |
| Calamos Advisors LLC | — | Add +11.5% | 1,892,687 | $111.4M |
| Aequim Alternative Investments LP | — | No change | 1,800,000 | $106.0M |
| Portman Square Capital LLP | — | Add +52.6% | 1,450,000 | $85.6M |
| Franklin Resources Inc. | — | Reduce -4.6% | 1,395,861 | $82.2M |
| Sona Asset Management (us) LLC | — | Reduce -14.3% | 1,200,000 | $70.9M |
| Manufacturers Life Insurance Company, The | — | Reduce -6.1% | 1,057,610 | $62.5M |
| Van Eck Associates Corp. | — | Reduce -9.2% | 896,803 | $52.8M |
| Ameriprise Financial Inc. | — | Reduce -0.0% | 793,441 | $47.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +32.5% | 754,756 | $44.4M |
| Angelo Gordon & Co., L.P. | — | No change | 650,000 | $38.4M |
| MacKay Shields LLC | — | Reduce -0.6% | 608,240 | $35.9M |
| Credit Industriel Et Commercial | — | Add +10.0% | 550,000 | $32.6M |
| Clearbridge Investments, LLC | — | Add +54.3% | 506,342 | $29.8M |
| Wells Fargo & Company | — | Reduce -9.7% | 471,050 | $27.7M |
| Susquehanna Advisors Group, Inc. | — | Reduce -26.6% | 414,936 | $24.4M |
| State Street Corp. | — | Reduce -11.0% | 404,000 | $23.9M |
| FMR LLC | — | Reduce -0.2% | 364,500 | $21.5M |
| Ssi Investment Management LLC | — | Add +8.6% | 270,165 | $15.9M |
| Healthcare of Ontario Pension Plan Trust Fund | — | No change | 270,000 | $15.9M |
| Magnetar Financial LLC | — | No change | 250,000 | $14.8M |
| Morgan Stanley | — | Add +95.7% | 246,498 | $14.5M |
| Nuveen, LLC | — | Reduce -60.1% | 232,718 | $13.7M |
| Advent Capital Management | — | Reduce -38.9% | 226,056 | $13.2M |
| BlueCrest Capital Management Ltd | — | Add +39.8% | 208,790 | $12.3M |
| Westwood Holdings Group Inc. | — | Reduce -24.9% | 195,150 | $11.5M |
| Raymond James Financial Inc. | — | Add +0.5% | 190,220 | $11.2M |
| Barclays PLC | — | Add +30.2% | 162,282 | $9.6M |
| Context Capital Management, LLC | — | No change | 150,000 | $8.8M |
| Gabelli Funds LLC | — | No change | 144,000 | $8.5M |
| Two Sigma Investments, LP | — | Add +17.0% | 138,251 | $8.1M |
| Pier 88 Investment Partners LLC | — | Reduce -43.1% | 132,990 | $7.8M |
| Invesco Ltd. | — | No change | 130,000 | $7.7M |
| HBK Investments L P | — | Reduce -33.3% | 100,000 | $5.9M |
| Wolverine Asset Management LLC | — | Reduce -39.9% | 97,166 | $5.7M |
| River Road Asset Management, LLC | — | Add +3.4% | 95,327 | $5.7M |
| Bank of America Corp. | — | Reduce -58.3% | 92,784 | $5.5M |
| Citigroup Inc. | — | No change | 59,006 | $3.5M |
| Federated Hermes, Inc. | — | No change | 58,591 | $3.5M |
| Man Group plc | — | No change | 52,288 | $3.1M |
| American Century Companies Inc. | — | Add +31.5% | 50,642 | $3.0M |
| Laffer Tengler Investments, Inc. | — | Reduce -2.6% | 49,765 | $2.9M |
| Infrastructure Capital Advisors, LLC | — | Add +232.8% | 49,840 | $2.9M |
| Goldman Sachs Group Inc. | — | Add +69.9% | 36,450 | $2.1M |
| Chicago Capital Management, LLC | — | No change | 32,900 | $1.9M |
| Peloton Wealth Strategists | — | Add +1.9% | 26,825 | $1.6M |
| Palisade Capital Management, LP | — | No change | 25,000 | $1.5M |
| Jane Street Group, LLC | — | Add +13.7% | 19,819 | $1.2M |
| Regal Investment Advisors LLC | — | Add +14.3% | 13,045 | $768K |
| Envestnet Asset Management Inc. | — | Reduce -2.8% | 12,096 | $712K |
| Central Pacific Bank - Trust Division | — | Add +1.3% | 10,620 | $625K |
| AlphaCore Capital LLC | — | Add +2.7% | 10,233 | $603K |
| Calamos Wealth Management LLC | — | Reduce -7.9% | 9,691 | $571K |
| Russell Investments Group, Ltd. | — | Add +10.5% | 469,700 | $553K |
| Samalin Investment Counsel, LLC | — | Add +0.1% | 9,149 | $539K |
| Fiduciary Trust Co | — | No change | 7,500 | $442K |
| Game Creek Capital, LP | — | Reduce -33.3% | 7,500 | $442K |
| GAMCO Investors | — | No change | 7,000 | $412K |
| Susquehanna International Group, LLP | — | New | 6,375 | $375K |
| Oppenheimer & Co. Inc. | — | Reduce -31.6% | 6,073 | $358K |
| Teton Advisors, Inc. | — | No change | 5,000 | $294K |
| Sei Investments Co. | — | No change | 4,454 | $262K |
| Financiere des Professionnels - Fonds d'investissement inc. | — | No change | 3,550 | $209K |
| Bank of Montreal | — | Add +28.0% | 3,201 | $188K |
| Osaic Holdings, Inc. | — | Add +1.6% | 3,100 | $183K |
| Steward Partners Investment Advisory, LLC | — | Add +132.3% | 1,570 | $92K |
| Millennium Management | — | Add +97.6% | 75,200 | $89K |
| Lazard Asset Management LLC | — | No change | 1,367 | $80K |
| JPMorgan Chase & Co. | — | Reduce -87.8% | 1,000 | $59K |
| Lanark Financial, Inc. | — | Reduce -21.4% | 220 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | — | New | 172 | $10K |
| Tower Research Capital LLC (TRC) | — | Reduce -81.3% | 154 | $9K |
| UMB Bank, n.a. | — | No change | 127 | $7K |
| Elevation Point Wealth Partners, LLC | — | New | 84 | $5K |
| Cwm, LLC | — | New | 21 | $1K |
| Millstone Evans Group, LLC | — | No change | 12 | $707 |
| UBS Group AG | — | Add +25.0% | 10 | $589 |
"% 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.