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710 hedge funds and large institutions have $19.6B invested in Dell in 2021 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 61

77% more call options, than puts

Call options by funds: $495M | Put options by funds: $280M

26% more capital invested

Capital invested by funds: $15.6B → $19.6B (+$3.99B)

21% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 190

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

7% more funds holding

Funds holding: 661710 (+49)

1.26% more ownership

Funds ownership: 157.3%158.56% (+1.3%)

Holders
710
Holders Change
+49
Holders Change %
+7.41%
% of All Funds
12.47%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
115
Increased
230
Reduced
190
Closed
61
Calls
$495M
Puts
$280M
Net Calls
+$215M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
451
First Quadrant
California
$308K +$283K +6,902 New
HFM
452
Harvest Fund Management
China
$305K +$65.1K +1,588 +30%
IC
453
IEQ Capital
California
$303K +$277K +6,773 New
CWP
454
CFM Wealth Partners
Texas
$301K -$5.41K -132 -2%
CCA
455
Checchi Capital Advisers
California
$298K
Bank Julius Baer & Co
456
Bank Julius Baer & Co
Switzerland
$298K +$17K +414 +7%
LOAMS
457
Lombard Odier Asset Management (Switzerland)
Switzerland
$297K +$272K +6,651 New
PWS
458
Private Wealth Strategies
Ohio
$293K
TNA
459
True North Advisors
Texas
$292K
CDH
460
Charles D. Hyman
$291K -$9.22K -225 -3%
Lido Advisors
461
Lido Advisors
California
$289K +$265K +6,466 New
CIA
462
Capital Investment Advisors
Georgia
$287K
CCP
463
Corient Capital Partners
California
$287K +$13.2K +323 +5%
AIA
464
AIMZ Investment Advisors
California
$286K
PFA
465
Pinnacle Family Advisors
Missouri
$283K +$260K +6,345 New
BJL
466
Brighton Jones LLC
Washington
$282K +$259K +6,321 New
HCA
467
Harbour Capital Advisors
Virginia
$281K +$258K +6,296 New
AIM
468
Allen Investment Management
New York
$280K
MWM
469
Minot Wealth Management
Massachusetts
$279K +$533 +13 +0.2%
CANC
470
Culbertson A N & Co
Virginia
$278K -$13.6K -333 -5%
NSAM
471
North Star Asset Management
Wisconsin
$278K
SWM
472
Spire Wealth Management
Virginia
$276K +$253K +6,174 New
MC
473
Moors & Cabot
Massachusetts
$275K
SPC
474
Sigma Planning Corp
Michigan
$271K +$248K +6,057 New
GIA
475
Gladstone Institutional Advisory
Florida
$267K +$245K +5,970 New

DELL Hedge Fund Activity: Q1 2021 in Review

710 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2021, worth a combined $19.6B — up 26% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new DELL positions and 61 closed out — a net gain of 54 holders — while 230 added to existing stakes and 190 trimmed.

The largest buyer was Credit Suisse, adding an estimated $214M. The largest seller was Canyon Capital Advisors, cutting an estimated $151M.

  • 710 institutional investors held Dell (DELL) as of Q1 2021, up from 661 in Q4 2020.
  • Funds reported $19.6B of Dell stock for Q1 2021, up 26% quarter-over-quarter.
  • 115 funds opened new Dell positions in Q1 2021 and 61 closed out, a net change of +54 holders.
  • The largest Dell buyer in Q1 2021 was Credit Suisse, an estimated $214M added.
  • The largest Dell seller in Q1 2021 was Canyon Capital Advisors, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2021.