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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
GI
551
Gradient Investments
Minnesota
$4K
NL
552
NVWM LLC
Pennsylvania
$4K
PCFFS
553
Pacific Center for Financial Services
California
$4K
NFSG
554
Newbridge Financial Services Group
Florida
$4K +$3.62K +116 New
TPCW
555
TD Private Client Wealth
New York
$3.18K
CAL
556
Capital Analysts LLC
Pennsylvania
$3K -$4.37K -140 -60%
BWL
557
Bogart Wealth LLC
Virginia
$3K
CMA
558
Cedar Mountain Advisors
Oregon
$3K
CFFP
559
Center for Financial Planning
Michigan
$3K
HWM
560
HighMark Wealth Management
Minnesota
$3K
OSNBOA
561
Old Second National Bank of Aurora
Illinois
$3K
RFA
562
Reilly Financial Advisors
California
$3K
SIS
563
Sound Income Strategies
Florida
$3K
VCM
564
Versant Capital Management
Arizona
$3K
AIL
565
AGF Investments LLC
Ontario, Canada
$3K +$3.03K +97 New
FP
566
Financial Perspectives
Minnesota
$2.64K
AF
567
Arrow Financial
New York
$2K
CCM
568
Cribstone Capital Management
Maine
$2K
JCM
569
Jacobi Capital Management
Pennsylvania
$2K
ME
570
McIlrath & Eck
Washington
$2K
PFSC
571
Peoples Financial Services Corp
Pennsylvania
$2K
FHA
572
First Horizon Advisors
Tennessee
$2K +$1.15K +37 +116%
TFA
573
Transamerica Financial Advisors
Florida
$2K +$1.28K +41 +1,025%
FHC
574
First Horizon Corporation
Tennessee
$2K +$1.84K +59 New
CAM
575
Costello Asset Management
Pennsylvania
$1K

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.