We are live on ! Find out more

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
FCA
426
FinTrust Capital Advisors
South Carolina
$8K -$6.3K -273 -40%
CA
427
Centerpoint Advisors
Massachusetts
$8K -$5.65K -245 -37%
CFG
428
Citizens Financial Group
Rhode Island
$8K -$1.15K -50 -11%
AF
429
Advisornet Financial
Minnesota
$8K -$185 -8 -2%
GAM
430
Gemmer Asset Management
California
$8K
OC
431
Oakworth Capital
Alabama
$8K
KFS
432
Kelly Financial Services
Massachusetts
$7.75K
LC
433
Lindbrook Capital
California
$7K -$12.4K -539 -59%
BWM
434
Baystate Wealth Management
Massachusetts
$7K
LWA
435
Lowe Wealth Advisors
Maryland
$7K
PVH
436
Psagot Value Holdings
Israel
$7K
SCA
437
Stonebridge Capital Advisors
Minnesota
$7K
IA
438
IFP Advisors
Florida
$7K +$3.04K +132 +78%
GSWM
439
Golden State Wealth Management
California
$7K +$7.63K +331 New
BC
440
Bartlett & Co
Ohio
$7K +$7.82K +339 New
RDWM
441
Red Door Wealth Management
Tennessee
$7K +$8.65K +375 New
BCWM
442
Bartlett & Co Wealth Management
Ohio
$6.8K -$1.01K -44 -11%
OPS
443
Orion Portfolio Solutions
Nebraska
$6K -$3.51K -152 -35%
DOA
444
D'Orazio & Associates
Virginia
$6K -$415 -18 -6%
CB
445
Community Bank
New York
$6K
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$692 +30 +11%
EWM
447
Elmwood Wealth Management
California
$5.64K +$3.51K +152 New
BG
448
Bollard Group
Massachusetts
$5K
CAL
449
Capital Analysts LLC
Pennsylvania
$5K
CIM
450
Contravisory Investment Management
Massachusetts
$5K

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.