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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
Millennium Management
501
Millennium Management
New York
$17.9K +$13.5M +433,044 +488%
PMFA
502
Plante Moran Financial Advisors
Michigan
$16K +$8.02K +257 +132%
HCA
503
Horan Capital Advisors
Ohio
$16K +$14.8K +474 New
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$15K
GAM
506
Gemmer Asset Management
California
$14K
LC
507
Lindbrook Capital
California
$14K
OC
508
Oakworth Capital
Alabama
$14K
WT
509
Washington Trust
Rhode Island
$14K
CPW
510
Catalyst Private Wealth
California
$14K +$12.3K +395 New
KFS
511
Kelly Financial Services
Massachusetts
$13.3K
TF
512
Tompkins Financial
New York
$13K -$10.3K -331 -48%
LWA
513
Lowe Wealth Advisors
Maryland
$13K
AA
514
Advisory Alpha
Michigan
$13K +$12.3K +395 New
BWM
515
Baystate Wealth Management
Massachusetts
$12K
KTC
516
Kistler-Tiffany Companies
Pennsylvania
$12K
PVH
517
Psagot Value Holdings
Israel
$12K
CB
518
CNB Bank
Pennsylvania
$11K
EFSCE
519
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GWMIA
520
Global Wealth Management Investment Advisory
Florida
$10K -$8.27K -265 -48%
CB
521
Community Bank
New York
$10K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$9K -$2.4K -77 -22%
HIA
523
Harbor Investment Advisory
Maryland
$9K
LWCFA
524
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
VNA
525
Valley National Advisers
Pennsylvania
$9K

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.