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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
BWP
326
BSW Wealth Partners
Colorado
$746K +$230K +5,000 +57%
DA
327
Denali Advisors
California
$743K -$28.3K -615 -4%
PAG
328
Private Advisor Group
New Jersey
$742K +$38.8K +844 +6%
Mackenzie Financial
329
Mackenzie Financial
Ontario, Canada
$734K -$4.54M -98,657 -88%
State Board of Administration of Florida Retirement System
330
State Board of Administration of Florida Retirement System
Florida
$727K -$12.5M -270,895 -95%
VPIM
331
Vanguard Personalized Indexing Management
California
$714K +$39K +848 +7%
WB
332
WesBanco Bank
West Virginia
$710K -$67.6K -1,469 -10%
MCP
333
Mirador Capital Partners
California
$697K +$1.1K +24 +0.2%
MFG
334
MidWestOne Financial Group
Iowa
$693K +$49.3K +1,072 +9%
SPA
335
Sherbrooke Park Advisers
New York
$675K +$574K +12,473 New
AIMCA
336
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$671K
DT
337
Diversified Trust
Tennessee
$662K +$158K +3,425 +39%
ACA
338
Arena Capital Advisors
California
$649K
HIC
339
Holderness Investments Company
North Carolina
$648K +$92 +2 +0%
IFPG
340
Intrepid Financial Planning Group
Indiana
$644K
TI
341
Tidal Investments
Wisconsin
$643K -$32.8K -713 -6%
OWA
342
One Wealth Advisors
California
$634K +$51.1K +1,110 +10%
ACM
343
Argyle Capital Management
Pennsylvania
$628K
PI
344
PGGM Investments
Netherlands
$624K -$2.15M -46,670 -80%
SCP
345
Shorepoint Capital Partners
Massachusetts
$622K +$529K +11,488 New
JPMIA
346
J.P. Marvel Investment Advisors
Massachusetts
$609K -$10.7K -233 -2%
BFA
347
Beaumont Financial Advisors
Massachusetts
$605K +$41.7K +907 +9%
CHAM
348
Clear Harbor Asset Management
Connecticut
$592K +$2.53K +55 +0.5%
CA
349
Cetera Advisors
Colorado
$588K -$24.8K -539 -5%
OMC
350
Old Mission Capital
Illinois
$584K +$497K +10,799 New

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.