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631 hedge funds and large institutions have $11.7B invested in Dell in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 164 increasing their positions, 287 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.43B)

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

4% less funds holding

Funds holding: 660631 (-29)

6.9% less ownership

Funds ownership: 308.6%301.7% (-6.9%)

22% less call options, than puts

Call options by funds: $19M | Put options by funds: $24.4M

25% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 73

43% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 287

Holders
631
Holders Change
-29
Holders Change %
-4.39%
% of All Funds
15.7%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.72%
New
55
Increased
164
Reduced
287
Closed
73
Calls
$19M
Puts
$24.4M
Net Calls
-$5.38M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$90.1M -$3.06M -175,411 -3%
JHIU
27
Janus Henderson Investors US
Colorado
$87.9M +$54.7M +3,132,489 +178%
Millennium Management
28
Millennium Management
New York
$87.6M +$10.9M +627,169 +15%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$86.3M +$266K +15,272 +0.3%
Northern Trust
30
Northern Trust
Illinois
$84.3M -$761K -43,596 -0.9%
CS
31
Credit Suisse
Switzerland
$82.5M -$15.3M -879,418 -16%
SC
32
Samlyn Capital
New York
$80.7M +$29.1M +1,667,328 +59%
Temasek Holdings
33
Temasek Holdings
Singapore
$77.3M -$23M -1,318,398 -23%
YCMGA
34
York Capital Management Global Advisors
New York
$74.6M +$37.1M +2,124,011 +105%
Bank of America
35
Bank of America
North Carolina
$71.8M +$7.01M +401,495 +11%
Goldman Sachs
36
Goldman Sachs
New York
$70.6M -$7.54M -432,239 -10%
DKCM
37
Davidson Kempner Capital Management
New York
$67.7M +$22.4M +1,282,434 +52%
CWM
38
CIBC World Markets
New York
$64.7M
CIBC World Market
39
CIBC World Market
Ontario, Canada
$64.1M +$62.2M +3,565,896 New
Wells Fargo
40
Wells Fargo
California
$63.1M +$36.5M +2,091,443 +147%
AQR Capital Management
41
AQR Capital Management
Connecticut
$61.5M +$27.5M +1,576,936 +86%
Legal & General Group
42
Legal & General Group
United Kingdom
$60.8M +$693K +39,694 +1%
Deutsche Bank
43
Deutsche Bank
Germany
$60.2M +$44.5M +2,552,329 +320%
MF
44
Magnetar Financial
Illinois
$58.5M +$56.7M +3,251,383 New
RC
45
Rivulet Capital
New Jersey
$56.5M +$3.67M +210,587 +7%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$55.3M +$614K +35,208 +1%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$54.4M -$71.6M -4,103,368 -58%
PWAM
48
Park West Asset Management
California
$53.3M +$1.89M +108,237 +4%
CI
49
Cowen Inc
New York
$52.3M +$23.4M +1,339,079 +85%
Two Sigma Investments
50
Two Sigma Investments
New York
$51.6M +$25.8M +1,475,854 +106%

DELL Hedge Fund Activity: Q1 2017 in Review

631 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2017, worth a combined $11.7B — up 14% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of DELL and 55 opened new positions — a net loss of 18 holders — while 287 trimmed existing stakes and 164 added.

The largest buyer was BlackRock, adding an estimated $662M. The largest seller was Dodge & Cox, cutting an estimated $161M.

  • 631 institutional investors held Dell (DELL) as of Q1 2017, down from 660 in Q4 2016.
  • Funds reported $11.7B of Dell stock for Q1 2017, up 14% quarter-over-quarter.
  • 55 funds opened new Dell positions in Q1 2017 and 73 closed out, a net change of -18 holders.
  • The largest Dell buyer in Q1 2017 was BlackRock, an estimated $662M added.
  • The largest Dell seller in Q1 2017 was Dodge & Cox, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2017.