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592 hedge funds and large institutions have $8.57B invested in Dell in 2019 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 160 increasing their positions, 174 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 70

55% more call options, than puts

Call options by funds: $699M | Put options by funds: $450M

6% more funds holding

Funds holding: 561592 (+31)

1% less capital invested

Capital invested by funds: $8.68B → $8.57B (-$107M)

8% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 174

3.5% less ownership

Funds ownership: 142.6%139.1% (-3.5%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
592
Holders Change
+31
Holders Change %
+5.53%
% of All Funds
11.66%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
115
Increased
160
Reduced
174
Closed
70
Calls
$699M
Puts
$450M
Net Calls
+$249M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
501
Psagot Value Holdings
Israel
$9K
SCA
502
Stonebridge Capital Advisors
Minnesota
$9K
CB
503
Community Bank
New York
$8K
DOA
504
D'Orazio & Associates
Virginia
$8K
NC
505
NewSquare Capital
Pennsylvania
$8K +$7.65K +294 New
1W
506
1776 Wealth
Georgia
$8K +$8.22K +316 New
RWB
507
RMR Wealth Builders
New Jersey
$8K +$8.22K +316 New
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$3.35K -129 -33%
1NWS
509
1 North Wealth Services
Maryland
$7K
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
VNA
511
Valley National Advisers
Pennsylvania
$7K
HIA
512
Harbor Investment Advisory
Maryland
$7K +$6.63K +255 New
SAM
513
S.A. Mason
Michigan
$7K +$6.82K +262 New
FGAM
514
Financial Gravity Asset Management
Texas
$6K -$3.12K -120 -33%
EWM
515
Endurance Wealth Management
Rhode Island
$6K -$962 -37 -14%
BG
516
Bollard Group
Massachusetts
$6K
CAL
517
Capital Analysts LLC
Pennsylvania
$6K
CIM
518
Contravisory Investment Management
Massachusetts
$6K
EI
519
Ellevest Inc
New York
$6K
MF
520
Manchester Financial
California
$6K +$6.06K +233 New
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$5K -$29.8K -1,146 -85%
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K -$2K -77 -31%
BFC
523
Bedel Financial Consulting
Indiana
$5K
BCA
524
Berman Capital Advisors
Georgia
$5K
FWM
525
Focused Wealth Management
New York
$5K

DELL Hedge Fund Activity: Q4 2019 in Review

592 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q4 2019, worth a combined $8.57B — down 1.2% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new DELL positions and 70 closed out — a net gain of 45 holders — while 160 added to existing stakes and 174 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $117M. The largest seller was MSD Capital, exiting entirely with an estimated $235M sold.

  • 592 institutional investors held Dell (DELL) as of Q4 2019, up from 561 in Q3 2019.
  • Funds reported $8.57B of Dell stock for Q4 2019, down 1.2% quarter-over-quarter.
  • 115 funds opened new Dell positions in Q4 2019 and 70 closed out, a net change of +45 holders.
  • The largest Dell buyer in Q4 2019 was Point72 Asset Management, an estimated $117M added.
  • The largest Dell seller in Q4 2019 was MSD Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2019.