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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
OAM
276
Ostrum Asset Management
France
$1.13M +$828 +18 +0.1%
CM
277
CastleKnight Management
New York
$1.13M +$957K +20,800 New
EMPI
278
Elo Mutual Pension Insurance
Finland
$1.12M +$310K +6,736 +48%
AC
279
Albar Capital
United Kingdom
$1.11M +$947K +20,585 New
MMA
280
Miracle Mile Advisors
California
$1.09M -$72.2K -1,568 -7%
OAJ
281
Ogorek Anthony Joseph
New York
$1.08M +$456K +9,917 +98%
JSL
282
JT Stratford LLC
Georgia
$1.07M -$369K -8,022 -29%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$1.06M -$2.71K -59 -0.3%
CA
284
Continuum Advisory
Idaho
$1.06M +$901K +19,581 New
KAS
285
Kestra Advisory Services
Texas
$1.05M +$249K +5,417 +39%
SOMRS
286
State of Michigan Retirement System
Michigan
$1.02M -$87.4K -1,900 -9%
CAN
287
Cetera Advisor Networks
California
$991K +$125K +2,717 +17%
Ensign Peak Advisors
288
Ensign Peak Advisors
Utah
$986K -$19.1K -415 -2%
O
289
Ossiam
France
$986K +$690K +14,995 +466%
CG
290
Colony Group
Massachusetts
$975K -$3.27K -71 -0.4%
EWM
291
Evercore Wealth Management
New York
$962K +$101K +2,201 +14%
GFS
292
GYL Financial Synergies
Connecticut
$960K -$14.6K -317 -2%
IFWM
293
Institute for Wealth Management
Colorado
$959K +$6.12K +133 +0.8%
SIA
294
Strategic Investment Advisors
Michigan
$946K +$804K +17,480 New
OTPPB
295
Ontario Teachers' Pension Plan Board
Ontario, Canada
$944K +$803K +17,450 New
PP
296
Prudential plc
United Kingdom
$932K -$176K -3,826 -18%
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$929K +$263K +5,715 +50%
PWLP
298
Prio Wealth Limited Partnership
Massachusetts
$920K -$4.69K -102 -0.6%
Neuberger Berman Group
299
Neuberger Berman Group
New York
$909K +$90.1K +1,957 +13%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$902K +$200K +4,342 +35%

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.