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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
EF
451
Empowered Funds
Pennsylvania
$386K +$11.1K +186 +3%
RWA
452
Ropes Wealth Advisors
Massachusetts
$379K -$4.47K -75 -1%
BC
453
Bridgefront Capital
Texas
$377K +$326K +5,471 New
BL
454
Balentine LLC
Georgia
$377K -$15.6K -262 -5%
Brown Advisory
455
Brown Advisory
Maryland
$375K -$8.46K -142 -3%
UCFA
456
United Capital Financial Advisors
Texas
$368K +$318K +5,336 New
RWP
457
RWA Wealth Partners
Massachusetts
$367K +$79.1K +1,328 +33%
VCM
458
Violich Capital Management
California
$362K
Allspring Global Investments
459
Allspring Global Investments
North Carolina
$358K -$655K -10,990 -68%
HFM
460
Harvest Fund Management
China
$357K +$265K +4,444 +609%
BHPW
461
Beverly Hills Private Wealth
California
$352K -$328K -5,501 -52%
CBB
462
Citizens Business Bank
California
$350K -$16.4K -275 -5%
CG
463
Caprock Group
Idaho
$350K +$6.85K +115 +2%
Empower Advisory Group
464
Empower Advisory Group
Colorado
$344K +$14K +235 +5%
CG
465
Colony Group
Massachusetts
$342K -$778K -13,059 -72%
PFT
466
Providence First Trust
Arizona
$339K -$11.9K -199 -4%
NFA
467
Northern Financial Advisors
Michigan
$337K -$18.3K -307 -6%
S
468
SignatureFD
Georgia
$336K +$70.8K +1,189 +32%
I
469
InceptionR
California
$328K -$595K -9,993 -68%
FBT
470
First Bank & Trust
South Dakota
$323K -$536 -9 -0.2%
KCM
471
Kathmere Capital Management
Pennsylvania
$318K -$7.33K -123 -3%
VA
472
Vident Advisory
Georgia
$315K +$272K +4,565 New
BP
473
Ballentine Partners
Massachusetts
$312K +$2.74K +46 +1%
FAIM
474
Financial Advocates Investment Management
Washington
$312K +$41.8K +701 +18%
JC
475
JBF Capital
Colorado
$312K

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.