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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
PFA
426
Professional Financial Advisors
Nebraska
$133K +$136K +4,366 New
GWM
427
Geneos Wealth Management
Colorado
$132K +$12.3K +394 +11%
FHA
428
Flagship Harbor Advisors
Massachusetts
$131K
LWM
429
Liberty Wealth Management
California
$127K
EP
430
Eudaimonia Partners
Tennessee
$120K +$5.18K +166 +5%
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$119K -$15.3K -489 -12%
IA
432
IndexIQ Advisors
New York
$119K +$64.9K +2,079 +149%
LS
433
Livforsakringsbolaget Skandia
Sweden
$115K -$142K -4,538 -58%
FMP
434
Financial Management Professionals
Texas
$112K
NSIM
435
North Star Investment Management
Illinois
$110K
SOAMC
436
Spirit of America Management Corp
New York
$110K
CMBA
437
C.M. Bidwell & Associates
Hawaii
$104K +$94.5K +3,029 New
HPC
438
HM Payson & Co
Maine
$103K
CIA
439
CSat Investment Advisory
Michigan
$101K +$7.89K +253 +9%
VFA
440
Valeo Financial Advisors
Indiana
$97K -$8.08K -259 -8%
PA
441
Parallel Advisors
California
$96K +$2.9K +93 +3%
S
442
SignatureFD
Georgia
$95K -$19.7K -631 -18%
CFD
443
Creative Financial Designs
Indiana
$95K +$63.6K +2,040 +278%
PCG
444
Private Capital Group
Connecticut
$92K -$561 -18 -0.7%
WCG
445
Weaver Consulting Group
California
$90K +$2.28K +73 +3%
MHR
446
Matthew Hamilton Rosenberg
$84K
IA
447
IFP Advisors
Florida
$84K +$36.8K +1,180 +94%
Bessemer Group
448
Bessemer Group
New Jersey
$79K
PI
449
PineBridge Investments
New York
$79K +$4.3K +138 +6%
TCM
450
Tradewinds Capital Management
Washington
$78K

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.