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710 hedge funds and large institutions have $19.6B invested in Dell in 2021 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 61

77% more call options, than puts

Call options by funds: $495M | Put options by funds: $280M

26% more capital invested

Capital invested by funds: $15.6B → $19.6B (+$3.99B)

21% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 190

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

7% more funds holding

Funds holding: 661710 (+49)

1.26% more ownership

Funds ownership: 157.3%158.56% (+1.3%)

Holders
710
Holders Change
+49
Holders Change %
+7.41%
% of All Funds
12.47%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
115
Increased
230
Reduced
190
Closed
61
Calls
$495M
Puts
$280M
Net Calls
+$215M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
Ritholtz Wealth Management
New York
$727K +$250K +6,094 +60%
YIH
352
Y-Intercept (HK)
Hong Kong
$724K +$224K +5,469 +51%
IIA
353
IPG Investment Advisors
California
$722K -$18.2K -444 -3%
SPIA
354
Steward Partners Investment Advisory
New York
$721K +$4.67K +114 +0.7%
BWP
355
BSW Wealth Partners
Colorado
$714K -$1.72K -42 -0.3%
SWM
356
SeaCrest Wealth Management
New York
$710K +$76.5K +1,868 +13%
QOP
357
Quinn Opportunity Partners
Virginia
$705K +$647K +15,784 New
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$698K -$9.95K -243 -2%
JCIA
359
Jackson Creek Investment Advisors
Colorado
$696K +$28.3K +691 +5%
William Blair & Company
360
William Blair & Company
Illinois
$691K -$12.6K -308 -2%
MYLI
361
Meiji Yasuda Life Insurance
Japan
$682K +$130K +3,176 +26%
AG
362
AIA Group
Hong Kong
$681K -$224K -5,478 -26%
SG Americas Securities
363
SG Americas Securities
New York
$662K -$1.5M -36,566 -71%
MSL
364
Mackay Shields LLC
New York
$662K -$990K -24,171 -62%
RWA
365
Ropes Wealth Advisors
Massachusetts
$660K +$13K +318 +2%
DF
366
Donoghue Forlines
Massachusetts
$655K -$75.3K -1,837 -11%
SCM
367
SOL Capital Management
Maryland
$647K
IC
368
Intersect Capital
California
$645K +$207K +5,061 +54%
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$643K -$188K -4,583 -24%
PCA
370
Personal Capital Advisors
California
$639K
HIM
371
Hillsdale Investment Management
Ontario, Canada
$637K -$8.07K -197 -1%
VCM
372
Violich Capital Management
California
$632K -$1.28M -31,174 -69%
ClearBridge Investments
373
ClearBridge Investments
New York
$622K
RC
374
RBF Capital
California
$617K
ESCM
375
Echo Street Capital Management
New York
$614K +$563K +13,732 New

DELL Hedge Fund Activity: Q1 2021 in Review

710 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2021, worth a combined $19.6B — up 26% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new DELL positions and 61 closed out — a net gain of 54 holders — while 230 added to existing stakes and 190 trimmed.

The largest buyer was Credit Suisse, adding an estimated $214M. The largest seller was Canyon Capital Advisors, cutting an estimated $151M.

  • 710 institutional investors held Dell (DELL) as of Q1 2021, up from 661 in Q4 2020.
  • Funds reported $19.6B of Dell stock for Q1 2021, up 26% quarter-over-quarter.
  • 115 funds opened new Dell positions in Q1 2021 and 61 closed out, a net change of +54 holders.
  • The largest Dell buyer in Q1 2021 was Credit Suisse, an estimated $214M added.
  • The largest Dell seller in Q1 2021 was Canyon Capital Advisors, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2021.