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710 hedge funds and large institutions have $19.6B invested in Dell in 2021 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 61

77% more call options, than puts

Call options by funds: $495M | Put options by funds: $280M

26% more capital invested

Capital invested by funds: $15.6B → $19.6B (+$3.99B)

21% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 190

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

7% more funds holding

Funds holding: 661710 (+49)

1.26% more ownership

Funds ownership: 157.3%158.56% (+1.3%)

Holders
710
Holders Change
+49
Holders Change %
+7.41%
% of All Funds
12.47%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
115
Increased
230
Reduced
190
Closed
61
Calls
$495M
Puts
$280M
Net Calls
+$215M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
501
Reynders McVeigh Capital Management
Massachusetts
$231K +$212K +5,179 New
V
502
Veritable
Delaware
$231K +$212K +5,179 New
FCCM
503
First City Capital Management
Georgia
$227K +$195K +4,751 New
BTW
504
Boston Trust Walden
Massachusetts
$224K +$205K +5,007 New
SNT
505
Security National Trust
West Virginia
$223K
SWP
506
Stratos Wealth Partners
Ohio
$220K -$28.1K -686 -12%
DA
507
DCM Advisors
New York
$220K +$202K +4,933 New
FLA
508
Financial Life Advisors
Texas
$212K +$195K +4,751 New
RIA
509
Realta Investment Advisors
Delaware
$211K +$193K +4,717 New
OWA
510
One Wealth Advisors
California
$211K +$193K +4,719 New
WTC
511
WhitTier Trust Company
Nevada
$209K -$1.43K -35 -0.7%
MIM
512
Montgomery Investment Management
Maryland
$209K +$191K +4,672 New
FFN
513
Focus Financial Network
Minnesota
$208K +$191K +4,666 New
SMH
514
Sanders Morris Harris
Texas
$201K +$178K +4,341 New
FIM
515
Freedom Investment Management
Connecticut
$201K +$184K +4,498 New
NNP
516
Nachman Norwood & Parrott
South Carolina
$201K +$185K +4,506 New
PFA
517
Professional Financial Advisors
Nebraska
$195K
BAM
518
Belpointe Asset Management
Nevada
$194K -$27.8K -679 -13%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K +$178K +4,337 New
CFG
520
CKW Financial Group
Hawaii
$192K +$16.2K +395 +10%
GRP
521
Global Retirement Partners
California
$186K -$4.46K -109 -3%
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$180K +$19K +464 +13%
IRC
523
Investors Research Corp
Georgia
$178K -$14.8K -361 -8%
PA
524
Parallel Advisors
California
$176K +$14.9K +363 +10%
LSA
525
Leonteq Securities AG
Switzerland
$168K -$179K -4,380 -54%

DELL Hedge Fund Activity: Q1 2021 in Review

710 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2021, worth a combined $19.6B — up 26% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new DELL positions and 61 closed out — a net gain of 54 holders — while 230 added to existing stakes and 190 trimmed.

The largest buyer was Credit Suisse, adding an estimated $214M. The largest seller was Canyon Capital Advisors, cutting an estimated $151M.

  • 710 institutional investors held Dell (DELL) as of Q1 2021, up from 661 in Q4 2020.
  • Funds reported $19.6B of Dell stock for Q1 2021, up 26% quarter-over-quarter.
  • 115 funds opened new Dell positions in Q1 2021 and 61 closed out, a net change of +54 holders.
  • The largest Dell buyer in Q1 2021 was Credit Suisse, an estimated $214M added.
  • The largest Dell seller in Q1 2021 was Canyon Capital Advisors, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2021.