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529 hedge funds and large institutions have $7.34B invested in Dell in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 139 increasing their positions, 197 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $461M | Put options by funds: $300M

5.54% more ownership

Funds ownership: 139.1%144.63% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

11% less funds holding

Funds holding: 592529 (-63)

14% less capital invested

Capital invested by funds: $8.57B → $7.34B (-$1.23B)

29% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 197

45% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 120

Holders
529
Holders Change
-63
Holders Change %
-10.64%
% of All Funds
11.65%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
66
Increased
139
Reduced
197
Closed
120
Calls
$461M
Puts
$300M
Net Calls
+$161M
Net Calls Change
-$87.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
376
Huntington National Bank
Ohio
$30K -$3.09K -134 -8%
RE
377
RBC Europe
United Kingdom
$26.2K
Credit Agricole
378
Credit Agricole
France
$26K -$807 -35 -3%
PO
379
Private Ocean
California
$26K
PWMG
380
Prestige Wealth Management Group
New Jersey
$25K
WB
381
Webster Bank
Connecticut
$24K -$5.58K -242 -17%
CC
382
Cognios Capital
Kansas
$24K +$28.1K +1,219 New
TIM
383
Tortoise Investment Management
New York
$22K
CFA
384
Carroll Financial Associates
North Carolina
$21K -$4.5K -195 -16%
SIC
385
Salem Investment Counselors
North Carolina
$21K -$877 -38 -3%
CFFP
386
Center for Financial Planning
Michigan
$20K
SFS
387
Sowell Financial Services
Arkansas
$20K
CA
388
Clearstead Advisors
Ohio
$19K +$21.7K +939 New
AA
389
Ancora Advisors
Ohio
$17K
CHA
390
Carmichael Hill & Associates
Maryland
$17K
OIA
391
Optimum Investment Advisors
Illinois
$17K
CFGS
392
Concourse Financial Group Securities
Alabama
$17K +$784 +34 +4%
Marshall Wace
393
Marshall Wace
United Kingdom
$16K -$51.3K -2,222 -74%
TWA
394
TCI Wealth Advisors
Arizona
$16K -$8.79K -381 -32%
TFS
395
TrustCore Financial Services
Tennessee
$16K -$2.38K -103 -12%
HR
396
Howe & Rusling
New York
$16K
JFA
397
JNBA Financial Advisors
Minnesota
$16K
CFB
398
Cullen/Frost Bankers
Texas
$16K +$6.83K +296 +60%
AIM
399
Anchor Investment Management
South Carolina
$15.9K +$1.13K +49 +7%
TF
400
Tompkins Financial
New York
$15K -$715 -31 -4%

DELL Hedge Fund Activity: Q1 2020 in Review

529 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2020, worth a combined $7.34B — down 14% from $8.57B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of DELL and 66 opened new positions — a net loss of 54 holders — while 197 trimmed existing stakes and 139 added.

The largest buyer was Dodge & Cox, adding an estimated $638M. The largest seller was Point72 Asset Management, cutting an estimated $129M.

  • 529 institutional investors held Dell (DELL) as of Q1 2020, down from 592 in Q4 2019.
  • Funds reported $7.34B of Dell stock for Q1 2020, down 14% quarter-over-quarter.
  • 66 funds opened new Dell positions in Q1 2020 and 120 closed out, a net change of -54 holders.
  • The largest Dell buyer in Q1 2020 was Dodge & Cox, an estimated $638M added.
  • The largest Dell seller in Q1 2020 was Point72 Asset Management, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2020.