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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
EW
451
Evoke Wealth
California
$77K -$2.28K -73 -3%
ASN
452
Advisory Services Network
Georgia
$73K +$66.6K +2,135 New
SSB
453
Sandy Spring Bank
Maryland
$72K
PFS
454
Prospera Financial Services
Texas
$68K +$61.5K +1,973 New
First Manhattan
455
First Manhattan
New York
$58K -$10.9K -351 -17%
GEA
456
Glen Eagle Advisors
New Jersey
$56.4K
CFA
457
Carroll Financial Associates
North Carolina
$49K +$12.3K +394 +37%
PWMG
458
Prestige Wealth Management Group
New Jersey
$48K
HFS
459
Horizon Financial Services
North Carolina
$47K +$43.1K +1,381 New
Credit Agricole
460
Credit Agricole
France
$45K
PO
461
Private Ocean
California
$45K
RE
462
RBC Europe
United Kingdom
$44.8K
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
$44K +$40.1K +1,284 New
FCH
464
Freestone Capital Holdings
Washington
$42.2K +$38.4K +1,231 New
WB
465
Webster Bank
Connecticut
$41K
QCG
466
Quadrant Capital Group
Ohio
$38K +$1.31K +42 +4%
SIC
467
Salem Investment Counselors
North Carolina
$37K
HNB
468
Huntington National Bank
Ohio
$33K -$9.05K -290 -23%
CA
469
Clearstead Advisors
Ohio
$32K
CFGS
470
Concourse Financial Group Securities
Alabama
$32K +$3K +96 +11%
CHA
471
Carmichael Hill & Associates
Maryland
$30K
OIA
472
Optimum Investment Advisors
Illinois
$30K
AA
473
Ancora Advisors
Ohio
$29K
TIM
474
Tortoise Investment Management
New York
$28K -$9.67K -310 -28%
TWA
475
TCI Wealth Advisors
Arizona
$28K

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.