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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
AWC
576
Abundance Wealth Counselors
Pennsylvania
$44K +$40.4K +987 New
CA
577
Clearstead Advisors
Ohio
$42K
CHA
578
Carmichael Hill & Associates
Maryland
$39K
OIA
579
Optimum Investment Advisors
Illinois
$39K
FP
580
Financial Perspectives
Minnesota
$39K +$275K +6,706 +8,709%
AA
581
Ancora Advisors
Ohio
$38K
FF
582
FourThought Financial
Florida
$37K -$70K -1,710 -67%
TIM
583
Tortoise Investment Management
New York
$37K +$737 +18 +2%
IF
584
Ironwood Financial
Arizona
$36K
HR
585
Howe & Rusling
New York
$35K
JGIA
586
Jackson Grant Investment Advisers
Connecticut
$35K
JFA
587
JNBA Financial Advisors
Minnesota
$35K
HNB
588
Huntington National Bank
Ohio
$32K -$2.17K -53 -7%
SBL
589
Sargent Bickham Lagudis
Colorado
$32K
HI
590
Hudock Inc
Pennsylvania
$31K -$2.58K -63 -8%
AIM
591
Anchor Investment Management
South Carolina
$30.3K -$3.15K -77 -10%
TF
592
TimeScale Financial
Massachusetts
$30K
TWM
593
Tradition Wealth Management
Minnesota
$29K
CT
594
Caldwell Trust
Florida
$28.3K
CFGS
595
Concourse Financial Group Securities
Alabama
$28K -$8.56K -209 -25%
MMG
596
Monetary Management Group
Missouri
$28K -$1.15K -28 -4%
SN
597
Sittner & Nelson
Oregon
$28K
TFGT
598
TS Financial Group (TSFG)
Illinois
$28K
GCM
599
Gables Capital Management
Florida
$27K
VanEck Associates
600
VanEck Associates
New York
$27K +$24.5K +598 New

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.