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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
ADL
526
Asset Dedication LLC
California
$164K -$51.9K -1,266 -26%
ACM
527
Allred Capital Management
Texas
$157K +$144K +3,516 New
EP
528
Eudaimonia Partners
Tennessee
$157K
FAM
529
Fred Alger Management
New York
$151K +$45.5K +1,111 +49%
VFA
530
Valeo Financial Advisors
Indiana
$146K -$8.07K -197 -6%
FMP
531
Financial Management Professionals
Texas
$146K
IA
532
IFP Advisors
Florida
$145K -$4.14K -101 -3%
NSIM
533
North Star Investment Management
Illinois
$143K
SOAMC
534
Spirit of America Management Corp
New York
$143K
PCG
535
Private Capital Group
Connecticut
$143K +$82 +2 +0.1%
LWM
536
Liberty Wealth Management
California
$138K
CFD
537
Creative Financial Designs
Indiana
$136K +$696 +17 +0.6%
S
538
SignatureFD
Georgia
$129K +$5.98K +146 +5%
HPC
539
HM Payson & Co
Maine
$128K +$4.06K +99 +4%
QCG
540
Quadrant Capital Group
Ohio
$121K +$5.57K +136 +5%
AIC
541
Ameritas Investment Company
Nebraska
$116K +$107K +2,602 New
MHR
542
Matthew Hamilton Rosenberg
$110K
FCB
543
First Command Bank
Texas
$110K +$101K +2,458 New
FCFS
544
First Command Financial Services
Texas
$110K +$101K +2,458 New
WP
545
WealthShield Partners
North Carolina
$106K +$97.6K +2,383 New
SSB
546
Sandy Spring Bank
Maryland
$104K +$9.71K +237 +11%
Lazard Asset Management
547
Lazard Asset Management
New York
$93K +$85.4K +2,085 New
TCM
548
Tradewinds Capital Management
Washington
$89K -$11.8K -288 -13%
FFA
549
Freedman Financial Associates
Massachusetts
$84K
NFG
550
Next Financial Group
Texas
$83K +$67.4K +1,645 +738%

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.