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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
MCM
526
MV Capital Management
Maryland
$5K
PMFA
527
Plante Moran Financial Advisors
Michigan
$5K
RCC
528
Red Cedar Capital
Nebraska
$5K
VRM
529
Vectors Research Management
New York
$5K
WCG
530
Weaver Consulting Group
California
$5K
AIL
531
AGF Investments LLC
Ontario, Canada
$5K +$4.81K +185 New
LWM
532
Lionsbridge Wealth Management
Florida
$5K +$5.91K +227 New
TPCW
533
TD Private Client Wealth
New York
$4.78K +$4.76K +183 New
IA
534
IFP Advisors
Florida
$4K -$33.8K -1,300 -88%
VCM
535
Versant Capital Management
Arizona
$4K -$494 -19 -10%
EARNEST Partners
536
EARNEST Partners
Georgia
$4K
FRA
537
Front Row Advisors
California
$4K
LFG
538
LifePlan Financial Group
Ohio
$4K
RFA
539
Reilly Financial Advisors
California
$4K
TCM
540
TD Capital Management
Tennessee
$4K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$4K +$2K +77 +112%
WLPWM
542
Walled Lake Planning & Wealth Management
Illinois
$4K +$3.54K +136 New
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$4K +$3.59K +138 New
IA
544
IndexIQ Advisors
New York
$4K +$3.75K +144 New
HWM
545
Howard Wealth Management
Connecticut
$4K +$4.01K +154 New
SL
546
Savior LLC
Massachusetts
$4K +$4.01K +154 New
BHWM
547
Bay Harbor Wealth Management
Maryland
$3K
BWL
548
Bogart Wealth LLC
Virginia
$3K
CBT
549
Capital Bank & Trust
California
$3K
DAM
550
Delta Asset Management
Tennessee
$3K

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.