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600 hedge funds and large institutions have $14B invested in Dell in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 57

32% more capital invested

Capital invested by funds: $10.6B → $14B (+$3.4B)

23% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 154

17% more call options, than puts

Call options by funds: $391M | Put options by funds: $335M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.38% more ownership

Funds ownership: 149.13%156.51% (+7.4%)

6% more funds holding

Funds holding: 565600 (+35)

Holders
600
Holders Change
+35
Holders Change %
+6.19%
% of All Funds
12.1%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
96
Increased
189
Reduced
154
Closed
57
Calls
$391M
Puts
$335M
Net Calls
+$56.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$600K
VFA
302
Voya Financial Advisors
Connecticut
$596K -$19.3K -619 -3%
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$585K
CHAM
304
Clear Harbor Asset Management
Connecticut
$566K
William Blair & Company
305
William Blair & Company
Illinois
$557K -$33.6K -1,077 -6%
AIC
306
Archer Investment Corporation
Indiana
$556K +$406K +13,022 +408%
BWP
307
BSW Wealth Partners
Colorado
$550K
BAM
308
Belpointe Asset Management
Nevada
$548K +$499K +15,991 New
SPIA
309
Steward Partners Investment Advisory
New York
$543K -$171K -5,483 -26%
IAA
310
Independent Advisor Alliance
North Carolina
$538K +$27K +867 +6%
WCM
311
Weld Capital Management
New York
$533K +$485K +15,533 New
SW
312
SVB Wealth
Massachusetts
$530K +$482K +15,453 New
ACM
313
AlphaCrest Capital Management
New York
$526K +$36.9K +1,184 +8%
JCIA
314
Jackson Creek Investment Advisors
Colorado
$512K +$466K +14,934 New
Wellington Management Group
315
Wellington Management Group
Massachusetts
$505K -$106K -3,403 -19%
SCM
316
SOL Capital Management
Maryland
$497K -$4.62K -148 -1%
PCA
317
Personal Capital Advisors
California
$490K -$2.34K -75 -0.5%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$486K +$217K +6,963 +96%
RIM
319
Redpoint Investment Management
Australia
$482K -$505K -16,176 -54%
ClearBridge Investments
320
ClearBridge Investments
New York
$478K
RC
321
RBF Capital
California
$474K
GFA
322
Gifford Fong Associates
California
$470K
GW
323
GW & Wade
Massachusetts
$459K -$11.4K -367 -3%
DY
324
Dowling & Yahnke
California
$455K +$1.53K +49 +0.4%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$453K -$7.71K -247 -2%

DELL Hedge Fund Activity: Q3 2020 in Review

600 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q3 2020, worth a combined $14B — up 32% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DELL positions and 57 closed out — a net gain of 39 holders — while 189 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Temasek Holdings, cutting an estimated $166M.

  • 600 institutional investors held Dell (DELL) as of Q3 2020, up from 565 in Q2 2020.
  • Funds reported $14B of Dell stock for Q3 2020, up 32% quarter-over-quarter.
  • 96 funds opened new Dell positions in Q3 2020 and 57 closed out, a net change of +39 holders.
  • The largest Dell buyer in Q3 2020 was BlackRock, an estimated $212M added.
  • The largest Dell seller in Q3 2020 was Temasek Holdings, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2020.