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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
SL
476
Savior LLC
Massachusetts
$3K
TCM
477
TD Capital Management
Tennessee
$3K
WLPWM
478
Walled Lake Planning & Wealth Management
Illinois
$3K
IA
479
IndexIQ Advisors
New York
$3K +$138 +6 +4%
CYG
480
Clean Yield Group
Vermont
$3K +$3.23K +140 New
RFA
481
Reilly Financial Advisors
California
$2K -$1.92K -83 -51%
EWM
482
EPG Wealth Management
Georgia
$2K -$415 -18 -19%
AssetMark Inc
483
AssetMark Inc
California
$2K
BWL
484
Bogart Wealth LLC
Virginia
$2K
CMA
485
Cedar Mountain Advisors
Oregon
$2K
DAM
486
Delta Asset Management
Tennessee
$2K
FWM
487
FSA Wealth Management
Massachusetts
$2K
GI
488
Gradient Investments
Minnesota
$2K
OSNBOA
489
Old Second National Bank of Aurora
Illinois
$2K
PCFFS
490
Pacific Center for Financial Services
California
$2K
PA
491
Procyon Advisors
Connecticut
$2K
SIS
492
Sound Income Strategies
Florida
$2K
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$2K
NL
494
NVWM LLC
Pennsylvania
$2K +$2.68K +116 New
TPCW
495
TD Private Client Wealth
New York
$1.86K -$2.08K -90 -49%
FP
496
Financial Perspectives
Minnesota
$1.54K
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$1K -$3.83K -166 -79%
VCM
498
Versant Capital Management
Arizona
$1K -$2.84K -123 -69%
SFSIG
499
San Francisco Sentry Investment Group
California
$1K -$1.41K -61 -70%
GWS
500
Glassman Wealth Services
Virginia
$1K -$531 -23 -45%

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.