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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
NA
401
NewEdge Advisors
Louisiana
$372K -$21.1K -459 -6%
AAS
402
Avantax Advisory Services
Texas
$370K +$62.2K +1,352 +25%
DFCM
403
Dark Forest Capital Management
Puerto Rico
$364K +$310K +6,733 New
Wellington Management Group
404
Wellington Management Group
Massachusetts
$364K -$5.29M -115,021 -94%
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$363K -$1.89K -41 -0.6%
WJWM
406
Williams Jones Wealth Management
New York
$362K
KCM
407
Kanawha Capital Management
Virginia
$361K -$11K -240 -3%
FWCM
408
Ferguson Wellman Capital Management
Oregon
$361K
D.E. Shaw & Co
409
D.E. Shaw & Co
New York
$356K -$652K -14,161 -68%
RCM
410
Raleigh Capital Management
North Carolina
$346K +$269K +5,851 +1,094%
VIA
411
Vident Investment Advisory
Georgia
$344K -$638K -13,865 -69%
WC
412
Waterloo Capital
Texas
$341K +$290K +6,307 New
ASBI
413
American State Bank (Iowa)
Iowa
$337K -$6.9K -150 -2%
GIA
414
Guyasuta Investment Advisors
Pennsylvania
$337K
ADL
415
Asset Dedication LLC
California
$334K -$16.4K -356 -5%
WT
416
Whittier Trust
California
$331K -$6.63K -144 -2%
TMAM
417
Tokio Marine Asset Management
Japan
$328K +$19.7K +428 +8%
SCM
418
SOL Capital Management
Maryland
$328K
MML Investors Services
419
MML Investors Services
Massachusetts
$328K +$279K +6,062 New
CICI
420
Capital Investment Counsel Inc
North Carolina
$327K +$278K +6,047 New
WMC
421
Westwood Management Corporation
Illinois
$325K
ALAM
422
Asahi Life Asset Management
Japan
$312K -$55.2K -1,200 -17%
BL
423
Balentine LLC
Georgia
$310K +$264K +5,729 New
ESCM
424
Echo Street Capital Management
New York
$308K -$310K -6,733 -54%
CC
425
Courier Capital
New York
$305K +$259K +5,639 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.