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719 hedge funds and large institutions have $10.1B invested in Dell in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 184 increasing their positions, 226 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

101% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 71

34% more capital invested

Capital invested by funds: $7.55B → $10.1B (+$2.6B)

17% more call options, than puts

Call options by funds: $267M | Put options by funds: $229M

11% more funds holding

Funds holding: 649719 (+70)

3.16% less ownership

Funds ownership: 77.35%74.19% (-3.2%)

19% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 226

Holders
719
Holders Change
+70
Holders Change %
+10.79%
% of All Funds
11.29%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.16%
New
143
Increased
184
Reduced
226
Closed
71
Calls
$267M
Puts
$229M
Net Calls
+$38.1M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
Transform Wealth
Colorado
$2.05M -$1.79K -39 -0.1%
LOAMU
227
Lombard Odier Asset Management (USA)
New York
$2M -$598K -13,000 -26%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$1.94M +$1.02M +22,203 +163%
MCM
229
MAI Capital Management
Ohio
$1.93M +$1.52K +33 +0.1%
HWAM
230
Hennion & Walsh Asset Management
New Jersey
$1.92M +$9.8K +213 +0.6%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$1.89M +$541K +11,753 +51%
ERSOT
232
Employees Retirement System of Texas
Texas
$1.88M +$1.6M +34,720 New
Creative Planning
233
Creative Planning
Kansas
$1.88M +$58.9K +1,281 +4%
SEC
234
Seven Eight Capital
New York
$1.86M +$634K +13,770 +67%
JHCP
235
Jackson Hole Capital Partners
Oklahoma
$1.85M -$140K -3,038 -8%
SBH
236
Segall Bryant & Hamill
Illinois
$1.85M +$874 +19 +0.1%
RWM
237
Ritholtz Wealth Management
New York
$1.8M +$90.7K +1,970 +6%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$1.76M -$1.63M -35,520 -52%
SAM
239
Steinberg Asset Management
New York
$1.76M -$23.3K -507 -2%
KCM
240
Kendall Capital Management
Maryland
$1.74M -$49.2K -1,070 -3%
FB
241
Fulton Bank
Pennsylvania
$1.71M +$293K +6,368 +25%
YIH
242
Y-Intercept (HK)
Hong Kong
$1.7M +$733K +15,938 +103%
AIM
243
Achmea Investment Management
Netherlands
$1.68M +$1.43M +31,032 New
SWA
244
SFMG Wealth Advisors
Texas
$1.66M +$920 +20 +0.1%
SI
245
Symmetry Investments
Jersey
$1.64M +$1.39M +30,300 New
CAM
246
Cresset Asset Management
Illinois
$1.6M +$1.13M +24,560 +494%
FP
247
Factorial Partners
New York
$1.54M
HHGC
248
Hunting Hill Global Capital
New York
$1.53M +$1.3M +28,211 New
PAM
249
Panagora Asset Management
Massachusetts
$1.52M -$6.9K -150 -0.5%
NAM
250
Nissay Asset Management
Japan
$1.49M -$42.8K -929 -3%

DELL Hedge Fund Activity: Q2 2023 in Review

719 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q2 2023, worth a combined $10.1B — up 34% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new DELL positions and 71 closed out — a net gain of 72 holders — while 184 added to existing stakes and 226 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $450M. The largest seller was BlackRock, cutting an estimated $335M.

  • 719 institutional investors held Dell (DELL) as of Q2 2023, up from 649 in Q1 2023.
  • Funds reported $10.1B of Dell stock for Q2 2023, up 34% quarter-over-quarter.
  • 143 funds opened new Dell positions in Q2 2023 and 71 closed out, a net change of +72 holders.
  • The largest Dell buyer in Q2 2023 was Boston Partners, an estimated $450M added.
  • The largest Dell seller in Q2 2023 was BlackRock, an estimated $335M sold.

Based on aggregated 13F filings for Q2 2023.