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667 hedge funds and large institutions have $15.5B invested in Dell in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 56

25% more funds holding in top 10

Funds holding in top 10: 2835 (+7)

20% more capital invested

Capital invested by funds: $13B → $15.5B (+$2.53B)

11.37% more ownership

Funds ownership: 317.32%328.69% (+11%)

2% more funds holding

Funds holding: 651667 (+16)

19% less call options, than puts

Call options by funds: $367M | Put options by funds: $455M

37% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 267

Holders
667
Holders Change
+16
Holders Change %
+2.46%
% of All Funds
15.27%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
76
Increased
169
Reduced
267
Closed
56
Calls
$367M
Puts
$455M
Net Calls
-$87.9M
Net Calls Change
-$94.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
World Asset Management
Michigan
$443K -$163K -7,368 -28%
DY
377
Dowling & Yahnke
California
$440K -$43.2K -1,956 -10%
WEC
378
Winslow Evans & Crocker
Massachusetts
$440K -$15.7K -712 -4%
OC
379
Oppenheimer & Co
New York
$439K -$199K -8,997 -33%
SCM
380
SOL Capital Management
Maryland
$436K -$10.5K -474 -3%
BWP
381
BSW Wealth Partners
Colorado
$422K -$4.33K -196 -1%
TSS
382
Two Sigma Securities
New York
$413K -$796K -36,011 -67%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$412K -$9.92K -449 -3%
OTC
384
Opera Trading Capital
France
$410K
B
385
Barings
North Carolina
$398K -$441K -19,954 -54%
RWA
386
Ropes Wealth Advisors
Massachusetts
$398K
SQA
387
Simon Quick Advisors
New Jersey
$396K +$370K +16,722 New
CPA
388
Court Place Advisors
Maryland
$391K -$6.45K -292 -2%
BLA
389
Balter Liquid Alternatives
Massachusetts
$390K +$43.2K +1,953 +15%
WI
390
Wintrust Investments
Illinois
$389K -$17.5K -791 -5%
FC
391
Ferris Capital
Massachusetts
$378K +$306K +13,864 +671%
CCM
392
Cadence Capital Management
Massachusetts
$377K -$3.16K -143 -0.9%
NIA
393
Northstar Investment Advisors
Colorado
$368K -$1.72K -78 -0.5%
MCM
394
MAI Capital Management
Ohio
$365K -$70.9K -3,207 -17%
VF
395
Virtu Financial
New York
$358K +$106K +4,803 +47%
CICI
396
Capital Investment Counsel Inc
North Carolina
$355K
MCM
397
McMillion Capital Management
North Carolina
$343K -$38.1K -1,725 -11%
LS
398
Livforsakringsbolaget Skandia
Sweden
$342K
SW
399
SVB Wealth
Massachusetts
$336K -$8.91K -403 -3%
GFA
400
Gifford Fong Associates
California
$325K +$303K +13,701 New

DELL Hedge Fund Activity: Q2 2018 in Review

667 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q2 2018, worth a combined $15.5B — up 20% from $13B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DELL positions and 56 closed out — a net gain of 20 holders — while 169 added to existing stakes and 267 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $188M. The largest seller was Pentwater Capital Management, cutting an estimated $226M.

  • 667 institutional investors held Dell (DELL) as of Q2 2018, up from 651 in Q1 2018.
  • Funds reported $15.5B of Dell stock for Q2 2018, up 20% quarter-over-quarter.
  • 76 funds opened new Dell positions in Q2 2018 and 56 closed out, a net change of +20 holders.
  • The largest Dell buyer in Q2 2018 was Icahn Carl, an estimated $188M added.
  • The largest Dell seller in Q2 2018 was Pentwater Capital Management, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2018.