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653 hedge funds and large institutions have $18B invested in Dell in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 165 increasing their positions, 242 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $15.5B → $18B (+$2.45B)

9% more funds holding in top 10

Funds holding in top 10: 3538 (+3)

2.05% more ownership

Funds ownership: 328.69%330.74% (+2%)

2% less funds holding

Funds holding: 667653 (-14)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

32% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 242

52% less call options, than puts

Call options by funds: $212M | Put options by funds: $445M

Holders
653
Holders Change
-14
Holders Change %
-2.1%
% of All Funds
14.93%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.87%
New
70
Increased
165
Reduced
242
Closed
78
Calls
$212M
Puts
$445M
Net Calls
-$233M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
651
Sachem Head Capital Management
New York
-$132M -5,558,651 Closed
MAM
652
Melqart Asset Management
United Kingdom
-$55.6M -2,342,829 Closed
SC
653
Sessa Capital
New York
-$55M -2,316,105 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
654
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$52.6M -2,216,338 Closed
LCP
655
LGT Capital Partners
Switzerland
-$30.1M -1,269,956 Closed
CC
656
CQS Cayman
Cayman Islands
-$27.1M -1,140,179 Closed
KC
657
Kepos Capital
New York
-$26.8M -1,129,429 Closed
GAM
658
Goldentree Asset Management
New York
-$21M -886,427 Closed
OP
659
Omni Partners
United Kingdom
-$19.8M -835,512 Closed
AMH
660
Apollo Management Holdings
New York
-$11.2M -472,129 Closed
LC
661
Lunia Capital
Texas
-$9.8M -412,933 Closed
OCM
662
Oribel Capital Management
New York
-$9.48M -399,439 Closed
TEE
663
Tibra Equities Europe
United Kingdom
-$7.6M -320,107 Closed
AFG
664
American Financial Group
Ohio
-$7.54M -317,680 Closed
SAM
665
Serengeti Asset Management
New York
-$6.77M -285,059 Closed
QC
666
Quadrature Capital
United Kingdom
-$6.22M -262,162 Closed
Alyeska Investment Group
667
Alyeska Investment Group
Illinois
-$5.94M -250,410 Closed
EGM
668
Engineers Gate Manager
New York
-$5.6M -236,040 Closed
CG
669
Clinton Group
New York
-$5.35M -225,346 Closed
CSS
670
Cubist Systematic Strategies
Connecticut
-$4.3M -181,151 Closed
Simplex Trading
671
Simplex Trading
Illinois
-$4.29M -160,677 Closed
HT
672
HAP Trading
New York
-$4.24M -158,913 Closed
Voloridge Investment Management
673
Voloridge Investment Management
Florida
-$3.25M -137,007 Closed
SCM
674
Stevens Capital Management
Pennsylvania
-$2.86M -120,441 Closed
MCP
675
Moab Capital Partners
New York
-$2.63M -110,706 Closed

DELL Hedge Fund Activity: Q3 2018 in Review

653 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q3 2018, worth a combined $18B — up 16% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of DELL and 70 opened new positions — a net loss of 8 holders — while 242 trimmed existing stakes and 165 added.

The largest buyer was Icahn Carl, adding an estimated $611M. The largest seller was Fidelity Investments, cutting an estimated $318M.

  • 653 institutional investors held Dell (DELL) as of Q3 2018, down from 667 in Q2 2018.
  • Funds reported $18B of Dell stock for Q3 2018, up 16% quarter-over-quarter.
  • 70 funds opened new Dell positions in Q3 2018 and 78 closed out, a net change of -8 holders.
  • The largest Dell buyer in Q3 2018 was Icahn Carl, an estimated $611M added.
  • The largest Dell seller in Q3 2018 was Fidelity Investments, an estimated $318M sold.

Based on aggregated 13F filings for Q3 2018.