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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
AIM
476
Anchor Investment Management
South Carolina
$27.3K
CFB
477
Cullen/Frost Bankers
Texas
$27K -$66.3K -2,125 -73%
SFS
478
Sowell Financial Services
Arkansas
$27K -$6.55K -210 -21%
HR
479
Howe & Rusling
New York
$27K
JFA
480
JNBA Financial Advisors
Minnesota
$27K
MLFP
481
MPS Loria Financial Planners
Illinois
$27K
SJIM
482
St. Johns Investment Management
Florida
$27K
TF
483
TimeScale Financial
Massachusetts
$27K +$2.46K +79 +11%
JGIA
484
Jackson Grant Investment Advisers
Connecticut
$27K +$24.7K +791 New
HI
485
Hudock Inc
Pennsylvania
$26K
SBL
486
Sargent Bickham Lagudis
Colorado
$25K
H
487
Hexavest
Quebec, Canada
$25K +$23.1K +742 New
CFO
488
CVA Family Office
Colorado
$24K
BC
489
Bartlett & Co
Ohio
$23K
MMG
490
Monetary Management Group
Missouri
$23K
CA
491
Centerpoint Advisors
Massachusetts
$23K +$374 +12 +2%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$22.6K
TFGT
493
TS Financial Group (TSFG)
Illinois
$22K -$437 -14 -2%
CT
494
Caldwell Trust
Florida
$21.7K
GCM
495
Gables Capital Management
Florida
$20K
SFG
496
Sowa Financial Group
Rhode Island
$20K
HWA
497
Heritage Wealth Advisors
Virginia
$19.3K
TFS
498
TrustCore Financial Services
Tennessee
$19K
BCA
499
Berman Capital Advisors
Georgia
$18K
FAM
500
Fred Alger Management
New York
$18K +$16.4K +525 New

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.