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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
MYAM
376
Meiji Yasuda Asset Management
Japan
$253K -$110K -3,532 -32%
CANC
377
Culbertson A N & Co
Virginia
$249K -$46.9K -1,503 -17%
EWA
378
EP Wealth Advisors
California
$249K -$27.1K -870 -11%
APA
379
American Portfolios Advisors
New York
$247K +$6.11K +196 +3%
NSEDCP
380
NJ State Employees Deferred Compensation Plan
New Jersey
$246K +$223K +7,158 New
RC
381
RegentAtlantic Capital
New Jersey
$243K -$6.96K -223 -3%
MCM
382
Manchester Capital Management
Vermont
$241K -$48.8K -1,564 -18%
LPIC
383
LeJeune Puetz Investment Counsel
Michigan
$240K
SI
384
Stephens Inc
Arkansas
$239K -$7.49K -240 -3%
CWP
385
CFM Wealth Partners
Texas
$235K -$8.36K -268 -4%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$234K
HFM
387
Harvest Fund Management
China
$233K +$211K +6,765 New
IC
388
IEQ Capital
California
$232K +$211K +6,771 New
CDH
389
Charles D. Hyman
$231K +$210K +6,734 New
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$229K
IMRF
391
Illinois Municipal Retirement Fund
Illinois
$228K +$207K +6,631 New
KeyBank National Association
392
KeyBank National Association
Ohio
$227K +$207K +6,629 New
AIM
393
Axiom Investment Management
New York
$226K +$203K +6,511 New
PWS
394
Private Wealth Strategies
Ohio
$225K +$205K +6,556 New
IC
395
Intersect Capital
California
$224K +$204K +6,527 New
TNA
396
True North Advisors
Texas
$224K +$204K +6,537 New
MWM
397
Minot Wealth Management
Massachusetts
$223K +$202K +6,489 New
RWM
398
Ritholtz Wealth Management
New York
$221K +$201K +6,434 New
CIA
399
Capital Investment Advisors
Georgia
$220K -$30K -961 -13%
AIA
400
AIMZ Investment Advisors
California
$220K +$200K +6,400 New

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.