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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
FAIM
476
Financial Advocates Investment Management
Washington
$207K +$176K +3,827 New
OWM
477
OneAscent Wealth Management
Alabama
$207K -$101K -2,205 -37%
3IP
478
3Chopt Investment Partners
Virginia
$206K -$94.8K -2,061 -35%
MGP
479
Metis Global Partners
California
$205K +$174K +3,792 New
PWM
480
Perigon Wealth Management
California
$205K +$174K +3,783 New
MMPW
481
Mitchell McLeod Pugh & Williams
Alabama
$204K +$173K +3,762 New
BFA
482
Bragg Financial Advisors
North Carolina
$203K +$173K +3,756 New
SWP
483
Stratos Wealth Partners
Ohio
$203K +$173K +3,754 New
KeyBank National Association
484
KeyBank National Association
Ohio
$202K +$172K +3,736 New
SFA
485
Sequoia Financial Advisors
Ohio
$202K +$172K +3,733 New
AGC
486
Aspen Grove Capital
Colorado
$202K +$172K +3,727 New
BHCM
487
Brevan Howard Capital Management
Jersey
$200K +$170K +3,705 New
S
488
SignatureFD
Georgia
$200K +$21.6K +469 +15%
MCM
489
Manchester Capital Management
Vermont
$193K
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$185K -$9.62K -209 -6%
RF
491
Robbins Farley
New Hampshire
$164K -$9.2K -200 -6%
QCG
492
Quadrant Capital Group
Ohio
$157K +$1.29K +28 +1%
AA
493
Addison Advisors
Vermont
$157K +$7.27K +158 +6%
CAL
494
Capital Analysts LLC
Pennsylvania
$149K +$46 +1 +0%
HBW
495
Hazlett, Burt & Watson
West Virginia
$146K -$6.53K -142 -5%
SWM
496
Spire Wealth Management
Virginia
$138K -$13.6K -295 -10%
TC
497
Truvestments Capital
Florida
$135K +$322 +7 +0.3%
NSIM
498
North Star Investment Management
Illinois
$131K
CMF
499
Counterpoint Mutual Funds
California
$125K +$106K +2,313 New
GRP
500
Global Retirement Partners
California
$122K -$5.61K -122 -5%

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.