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768 hedge funds and large institutions have $13B invested in Dell in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 212 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 71

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

59% more call options, than puts

Call options by funds: $513M | Put options by funds: $323M

28% more capital invested

Capital invested by funds: $10.1B → $13B (+$2.85B)

7% more funds holding

Funds holding: 719768 (+49)

0.01% less ownership

Funds ownership: 74.19%74.18% (-0.01%)

19% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 262

Holders
768
Holders Change
+49
Holders Change %
+6.82%
% of All Funds
12.19%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.3%
New
135
Increased
212
Reduced
262
Closed
71
Calls
$513M
Puts
$323M
Net Calls
+$190M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
376
Ostrum Asset Management
France
$743K -$600K -10,065 -48%
ASA
377
Armstrong Shaw Associates
Connecticut
$730K
CA
378
Cetera Advisors
Colorado
$710K -$33.5K -563 -5%
TM
379
Triatomic Management
California
$696K +$602K +10,100 New
TFS
380
Thoroughbred Financial Services
Tennessee
$692K +$171K +2,876 +40%
ACA
381
Arena Capital Advisors
California
$689K -$119K -2,000 -17%
GT
382
Greenleaf Trust
Michigan
$687K +$125K +2,106 +27%
WI
383
Wintrust Investments
Illinois
$683K -$43.2K -725 -7%
TI
384
Tidal Investments
Wisconsin
$675K -$124K -2,084 -18%
Wellington Management Group
385
Wellington Management Group
Massachusetts
$668K +$177K +2,978 +44%
OWA
386
One Wealth Advisors
California
$659K -$129K -2,159 -18%
BFG
387
Bleakley Financial Group
New Jersey
$655K -$41.7K -700 -7%
SS
388
Simplicity Solutions
Minnesota
$655K -$41.7K -700 -7%
DADC
389
D.A. Davidson & Co
Montana
$629K +$48.7K +818 +10%
AF
390
Allworth Financial
California
$629K +$2.5K +42 +0.5%
SW
391
SVB Wealth
Massachusetts
$625K -$53.7K -901 -9%
IC
392
IEQ Capital
California
$611K +$23.7K +397 +5%
FT
393
Fiduciary Trust
Massachusetts
$608K -$38.9K -653 -7%
OFG
394
OmniStar Financial Group
North Carolina
$597K +$517K +8,670 New
FRM
395
Fox Run Management
Connecticut
$584K +$17.6K +296 +4%
AG
396
Ascent Group
Virginia
$582K -$36.3K -610 -7%
DT
397
Diversified Trust
Tennessee
$571K -$235K -3,946 -32%
MAM
398
Mastrapasqua Asset Management
Tennessee
$568K +$491K +8,242 New
VCA
399
Verdence Capital Advisors
Maryland
$566K -$5.12K -86 -1%
IIM
400
INTECH Investment Management
Florida
$566K -$113K -1,898 -19%

DELL Hedge Fund Activity: Q3 2023 in Review

768 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q3 2023, worth a combined $13B — up 28% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new DELL positions and 71 closed out — a net gain of 64 holders — while 212 added to existing stakes and 262 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $209M. The largest seller was Dodge & Cox, cutting an estimated $333M.

  • 768 institutional investors held Dell (DELL) as of Q3 2023, up from 719 in Q2 2023.
  • Funds reported $13B of Dell stock for Q3 2023, up 28% quarter-over-quarter.
  • 135 funds opened new Dell positions in Q3 2023 and 71 closed out, a net change of +64 holders.
  • The largest Dell buyer in Q3 2023 was Fidelity Investments, an estimated $209M added.
  • The largest Dell seller in Q3 2023 was Dodge & Cox, an estimated $333M sold.

Based on aggregated 13F filings for Q3 2023.