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592 hedge funds and large institutions have $8.57B invested in Dell in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 160 increasing their positions, 174 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 70

55% more call options, than puts

Call options by funds: $699M | Put options by funds: $450M

6% more funds holding

Funds holding: 561592 (+31)

1% less capital invested

Capital invested by funds: $8.68B → $8.57B (-$107M)

8% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 174

3.5% less ownership

Funds ownership: 142.6%139.1% (-3.5%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
11.66%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
115
Increased
160
Reduced
174
Closed
70
Calls
$699M
Puts
$450M
Net Calls
+$249M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
276
Mariner
Kansas
$561K +$19.7K +758 +4%
C
277
Cerebellum
California
$560K +$120K +4,619 +27%
JPMIA
278
J.P. Marvel Investment Advisors
Massachusetts
$559K +$51.8K +1,992 +10%
SS
279
Simplicity Solutions
Minnesota
$553K
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$551K
Envestnet Asset Management
281
Envestnet Asset Management
Illinois
$543K -$40.7K -1,564 -7%
WC
282
Wexford Capital
Florida
$540K +$539K +20,717 New
CPA
283
Court Place Advisors
Maryland
$531K -$66.6K -2,561 -11%
CCB
284
Cutter & Co Brokerage
Missouri
$523K +$523K +20,093 New
PSUF
285
People's United Financial
Connecticut
$517K -$41.4K -1,593 -7%
US Bancorp
286
US Bancorp
Minnesota
$506K -$72.5K -2,788 -13%
BFA
287
Beaumont Financial Advisors
Massachusetts
$487K
DLA
288
Douglas Lane & Associates
New York
$484K -$94K -3,614 -16%
PHK
289
Point72 Hong Kong
Hong Kong
$468K +$465K +17,893 +22,090%
MLICM
290
Metropolitan Life Insurance Company (MetLife)
New York
$460K -$7.33K -282 -2%
HAIM
291
Hunter Associates Investment Management
Pennsylvania
$440K -$53.5K -2,056 -11%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$437K -$36.5K -1,404 -8%
SPIA
293
Steward Partners Investment Advisory
New York
$437K +$18.5K +712 +4%
EOJOAM
294
E. Ohman J:or Asset Management
Sweden
$434K +$108K +4,143 +33%
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$432K -$24.1K -925 -5%
BWP
296
BSW Wealth Partners
Colorado
$430K
PIA
297
Piedmont Investment Advisors
North Carolina
$430K +$4.66K +179 +1%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$430K +$348K +13,377 +467%
CANC
299
Culbertson A N & Co
Virginia
$419K -$50.3K -1,935 -11%
SS
300
Sunbelt Securities
Texas
$419K +$5.15K +198 +1%

DELL Hedge Fund Activity: Q4 2019 in Review

592 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q4 2019, worth a combined $8.57B — down 1.2% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new DELL positions and 70 closed out — a net gain of 45 holders — while 160 added to existing stakes and 174 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $117M. The largest seller was MSD Capital, exiting entirely with an estimated $235M sold.

  • 592 institutional investors held Dell (DELL) as of Q4 2019, up from 561 in Q3 2019.
  • Funds reported $8.57B of Dell stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 115 funds opened new Dell positions in Q4 2019 and 70 closed out, a net change of +45 holders.
  • The largest Dell buyer in Q4 2019 was Point72 Asset Management, an estimated $117M added.
  • The largest Dell seller in Q4 2019 was MSD Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2019.