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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
BG
526
Bollard Group
Massachusetts
$8K
CIM
527
Contravisory Investment Management
Massachusetts
$8K
EWM
528
Endurance Wealth Management
Rhode Island
$8K
HWA
529
HHM Wealth Advisors
Tennessee
$8K
MF
530
Manchester Financial
California
$8K
NFG
531
Next Financial Group
Texas
$8K +$6.96K +223 New
AF
532
Advisornet Financial
Minnesota
$7K
FWM
533
Focused Wealth Management
New York
$7K
MCM
534
MV Capital Management
Maryland
$7K
FFA
535
Founders Financial Alliance
North Carolina
$7K +$5.18K +166 New
Twin Tree Management
536
Twin Tree Management
Texas
$6K -$4.62M -148,239 -100%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$6K
FMTCOCP
538
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
FRA
539
Front Row Advisors
California
$6K
HFA
540
HC Financial Advisors
California
$6K
LFG
541
LifePlan Financial Group
Ohio
$6K
RCC
542
Red Cedar Capital
Nebraska
$6K
BFC
543
Bedel Financial Consulting
Indiana
$5K
EARNEST Partners
544
EARNEST Partners
Georgia
$5K
SL
545
Savior LLC
Massachusetts
$5K
TCM
546
TD Capital Management
Tennessee
$5K
WLPWM
547
Walled Lake Planning & Wealth Management
Illinois
$5K
BWM
548
BNC Wealth Management
Oregon
$5K +$4.87K +156 New
NIC
549
Northwest Investment Counselors
Oregon
$5K +$4.87K +156 New
DAM
550
Delta Asset Management
Tennessee
$4K

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.