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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
Los Angeles Capital Management
451
Los Angeles Capital Management
California
$245K +$208K +4,530 New
SAM
452
Shell Asset Management
Netherlands
$245K -$112K -2,444 -35%
JC
453
JBF Capital
Colorado
$245K
MHS
454
M Holdings Securities
Oregon
$243K -$51.6K -1,122 -20%
BP
455
Ballentine Partners
Massachusetts
$243K +$206K +4,486 New
SFI
456
Siemens Fonds Invest
Germany
$242K +$207K +4,500 New
CK
457
Cohen Klingenstein
New York
$241K +$205K +4,450 New
FM
458
Foster & Motley
Ohio
$237K +$202K +4,382 New
AWS
459
Atria Wealth Solutions
New York
$234K +$199K +4,330 New
CWP
460
Cyndeo Wealth Partners
Florida
$232K +$197K +4,284 New
ASN
461
Advisory Services Network
Georgia
$231K -$19.1K -414 -9%
PA
462
Parallel Advisors
California
$230K +$36.4K +792 +23%
VFA
463
Valeo Financial Advisors
Indiana
$227K +$193K +4,199 New
AOI
464
Auto-Owners Insurance
Michigan
$224K +$191K +4,147 New
EWM
465
Elite Wealth Management
Washington
$221K +$188K +4,085 New
OC
466
Oppenheimer & Co
New York
$221K +$188K +4,082 New
SC
467
Savant Capital
Illinois
$220K +$187K +4,064 New
C
468
Covestor
United Kingdom
$219K +$173K +3,765 +1,354%
KFS
469
Kaizen Financial Strategies
California
$217K +$184K +4,000 New
GCM
470
Gator Capital Management
Florida
$216K +$184K +4,000 New
RWP
471
RWA Wealth Partners
Massachusetts
$216K +$184K +3,999 New
KI
472
Kapitalo Investimentos
Brazil
$216K +$84.8K +1,843 +86%
ACM
473
Alamar Capital Management
California
$211K +$179K +3,900 New
SWS
474
SYSTM Wealth Solutions
Illinois
$211K +$179K +3,890 New
MC
475
Moors & Cabot
Massachusetts
$207K +$176K +3,828 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.