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603 hedge funds and large institutions have $11B invested in Dell in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 150 increasing their positions, 268 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $62.2M

13.78% more ownership

Funds ownership: 301.7%315.48% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

4% less funds holding

Funds holding: 631603 (-28)

6% less capital invested

Capital invested by funds: $11.7B → $11B (-$733M)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

44% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 268

Holders
603
Holders Change
-28
Holders Change %
-4.44%
% of All Funds
15.03%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
49
Increased
150
Reduced
268
Closed
74
Calls
$78.1M
Puts
$62.2M
Net Calls
+$15.9M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B -$68.7M -3,750,960 -6%
BlackRock
2
BlackRock
New York
$926M +$275M +15,022,829 +39%
Dodge & Cox
3
Dodge & Cox
California
$509M -$143M -7,784,844 -21%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$415M -$22.2M -1,209,631 -5%
EM
5
Elliott Management
New York
$393M -$66.7M -3,639,826 -14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$346M -$135M -7,355,531 -27%
BG
7
Baupost Group
Massachusetts
$345M
Fidelity International
8
Fidelity International
Bermuda
$311M +$81.3M +4,437,307 +32%
OAG
9
Orbis Allan Gray
Bermuda
$287M +$2.43M +132,898 +0.8%
State Street
10
State Street
Massachusetts
$265M +$15.4M +839,844 +6%
FCM
11
Farallon Capital Management
California
$236M +$10.1M +552,302 +4%
SHCM
12
Sachem Head Capital Management
New York
$190M
Primecap Management
13
Primecap Management
California
$188M -$55.5M -3,032,626 -22%
Norges Bank
14
Norges Bank
Norway
$163M +$25M +1,366,067 +17%
ECP
15
Empyrean Capital Partners
California
$156M +$55.2M +3,012,799 +49%
TP
16
Third Point
New York
$153M
Franklin Resources
17
Franklin Resources
California
$137M -$790K -43,154 -0.5%
JCI
18
Jet Capital Investors
New York
$137M -$36.5M -1,992,562 -20%
PCM
19
Pentwater Capital Management
Florida
$131M -$40.4M -2,207,052 -22%
TCIM
20
TIAA CREF Investment Management
New York
$126M +$24.3M +1,325,603 +22%
Citadel Advisors
21
Citadel Advisors
Florida
$126M +$26.7M +1,460,332 +25%
ACPU
22
Arrowgrass Capital Partners (US)
Delaware
$121M +$130M +7,074,068 New
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$120M +$126M +6,876,130 +6,477%
Swiss National Bank
24
Swiss National Bank
Switzerland
$116M +$72.6M +3,966,240 +141%
Barclays
25
Barclays
United Kingdom
$108M -$9.52M -520,005 -8%

DELL Hedge Fund Activity: Q2 2017 in Review

603 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q2 2017, worth a combined $11B — down 6.3% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of DELL and 49 opened new positions — a net loss of 25 holders — while 268 trimmed existing stakes and 150 added.

The largest buyer was BlackRock, adding an estimated $275M. The largest seller was Dodge & Cox, cutting an estimated $143M.

  • 603 institutional investors held Dell (DELL) as of Q2 2017, down from 631 in Q1 2017.
  • Funds reported $11B of Dell stock for Q2 2017, down 6.3% quarter-over-quarter.
  • 49 funds opened new Dell positions in Q2 2017 and 74 closed out, a net change of -25 holders.
  • The largest Dell buyer in Q2 2017 was BlackRock, an estimated $275M added.
  • The largest Dell seller in Q2 2017 was Dodge & Cox, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2017.