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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
GI
551
Gradient Investments
Minnesota
$3K
OSNBOA
552
Old Second National Bank of Aurora
Illinois
$3K
PCFFS
553
Pacific Center for Financial Services
California
$3K
WAP
554
Wealthcare Advisory Partners
Pennsylvania
$3K
PA
555
Procyon Advisors
Connecticut
$3K +$3.07K +118 New
EW
556
Evoke Wealth
California
$2K
FP
557
Financial Perspectives
Minnesota
$2K +$2K +77 New
CCM
558
Cribstone Capital Management
Maine
$2K -$4.06K -156 -71%
RAM
559
Riggs Asset Management
Pennsylvania
$2K -$2K -77 -48%
TFO
560
Tarbox Family Office
California
$2K -$1.43K -55 -47%
AssetMark Inc
561
AssetMark Inc
California
$2K -$52 -2 -2%
JCM
562
Jacobi Capital Management
Pennsylvania
$2K
PFSC
563
Peoples Financial Services Corp
Pennsylvania
$2K
SFSIG
564
San Francisco Sentry Investment Group
California
$2K
SIS
565
Sound Income Strategies
Florida
$2K
TFA
566
Transamerica Financial Advisors
Florida
$2K +$52 +2 +5%
FWM
567
FSA Wealth Management
Massachusetts
$2K +$2K +77 New
CMA
568
Cedar Mountain Advisors
Oregon
$2K +$2.31K +89 New
EWM
569
EPG Wealth Management
Georgia
$2K +$2.47K +95 New
HWM
570
HighMark Wealth Management
Minnesota
$2K +$2.58K +99 New
SWA
571
Sutton Wealth Advisors
Florida
$1.28K -$27.6K -1,060 -96%
AWA
572
Arkadios Wealth Advisors
Georgia
$1.1K +$1.07K +41 New
FHA
573
First Horizon Advisors
Tennessee
$1K
FFW
574
Fusion Family Wealth
New York
$1K
GWS
575
Glassman Wealth Services
Virginia
$1K

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.