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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
GAM
601
Grandview Asset Management
Pennsylvania
$26K +$24.3K +592 New
HWA
602
Heritage Wealth Advisors
Virginia
$25.1K
CFFP
603
Center for Financial Planning
Michigan
$25K
TFS
604
TrustCore Financial Services
Tennessee
$25K
BCA
605
Berman Capital Advisors
Georgia
$25K +$655 +16 +3%
CA
606
Centerpoint Advisors
Massachusetts
$24K
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$23K
BWM
608
Baystate Wealth Management
Massachusetts
$23K +$6.23K +152 +42%
BWL
609
Bogart Wealth LLC
Virginia
$23K +$16.2K +395 +353%
CBT
610
CoreFirst Bank & Trust
Kansas
$22K
BC
611
Bartlett & Co
Ohio
$21K -$5.24K -128 -22%
LC
612
Lindbrook Capital
California
$21K +$2.66K +65 +16%
GWSG
613
GPS Wealth Strategies Group
Colorado
$21K +$19.3K +472 New
BCWM
614
Bartlett & Co Wealth Management
Ohio
$20.5K -$5.24K -128 -22%
PMFA
615
Plante Moran Financial Advisors
Michigan
$20K
OC
616
Oakworth Capital
Alabama
$18K
WT
617
Washington Trust
Rhode Island
$18K
SCA
618
Stonebridge Capital Advisors
Minnesota
$18K +$16.3K +399 New
KFS
619
Kelly Financial Services
Massachusetts
$17.3K
MLFP
620
MPS Loria Financial Planners
Illinois
$17K -$16.6K -404 -50%
LWA
621
Lowe Wealth Advisors
Maryland
$16K
PVH
622
Psagot Value Holdings
Israel
$15K
APWM
623
Atlas Private Wealth Management
New York
$15K +$13.6K +333 New
CB
624
CNB Bank
Pennsylvania
$14K
HWMA
625
Heritage Wealth Management (Arizona)
Arizona
$14K +$12.9K +316 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.