Some hedge fund losers in today’s Dell Action

Posted on May 23rd, 2012 by whalewisdom

Dell Inc. (DELL) is down around 18% today after reporting weaker than expected earnings and providing a disappointing 2nd quarter revenue outlook.  Below are just a few notable funds that held shares in Dell on March 31st.  Go here to get complete listings of all funds that bought or sold Dell this past quarter.

A few notable losers

 

Greenlight Capital despite selling 2 million shares during Q1 still held 11,964,405 shares on March 31st representing 3.58% of their total 13f portfolio.

Seminole Management started a position in Dell during Q1 2012 and held 2,781,911 shares on March 31st.

Abrams Bison Investments held 6,000,000 shares on March 31st, good for 10.4% of their 13f portfolio.

Dell made up 8.34% of Dalton Investments 13F portfolio on March 31st.

T2 Partners held 767,706 shares on March 31st good for 3.82% of their 13f portfolio.

Any Winners?

 

D.E. Shaw sold the vast majority of its stake in Dell during Q1 2012 and held only 18,810 shares as of March 31st, down 2,610,123 shares from December 31st.

Financial advisory firm Whale Rock Capital sold its entire position in Dell during Q1 2012. On 12/31/2012 Dell was 3.75% of their entire 13F portfolio.

 

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