We are live on ! Find out more

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
Brown Advisory
426
Brown Advisory
Maryland
$302K -$296K -6,422 -54%
RWA
427
Ropes Wealth Advisors
Massachusetts
$302K +$1.29K +28 +0.5%
SCA
428
Snowden Capital Advisors
New York
$296K +$19.8K +431 +9%
EST
429
EA Series Trust
Pennsylvania
$293K +$249K +5,415 New
EF
430
Empowered Funds
Pennsylvania
$293K +$249K +5,415 New
PPWM
431
PFG Private Wealth Management
Florida
$292K -$32.9K -715 -12%
CBB
432
Citizens Business Bank
California
$290K +$247K +5,360 New
BPA
433
Beacon Pointe Advisors
California
$285K -$24.7K -537 -9%
IAG
434
Investment Advisory Group
Massachusetts
$285K -$106K -2,300 -30%
VCM
435
Violich Capital Management
California
$284K
CIBC World Market
436
CIBC World Market
Ontario, Canada
$284K +$242K +5,254 New
NFA
437
Northern Financial Advisors
Michigan
$281K -$46 -1 -0%
PFT
438
Providence First Trust
Arizona
$277K -$9.16K -199 -4%
FIM
439
Freedom Investment Management
Connecticut
$277K -$185K -4,027 -44%
IAA
440
Independent Advisor Alliance
North Carolina
$271K +$230K +5,003 New
CG
441
Caprock Group
Idaho
$268K +$228K +4,961 New
SG Americas Securities
442
SG Americas Securities
New York
$267K -$310K -6,745 -58%
Lazard Asset Management
443
Lazard Asset Management
New York
$266K -$394K -8,569 -63%
New York State Common Retirement Fund
444
New York State Common Retirement Fund
New York
$264K -$13.6M -296,302 -98%
TAM
445
Tocqueville Asset Management
New York
$260K +$221K +4,812 New
V
446
Veritable
Delaware
$258K +$219K +4,766 New
Empower Advisory Group
447
Empower Advisory Group
Colorado
$257K +$219K +4,751 New
KCM
448
Kathmere Capital Management
Pennsylvania
$256K +$218K +4,740 New
FBT
449
First Bank & Trust
South Dakota
$254K +$216K +4,697 New
AAM
450
Ascension Asset Management
New York
$252K +$214K +4,649 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.