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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
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K +$11.5K +249 +13%
LC
502
Lindbrook Capital
California
$110K +$10K +218 +12%
UM
503
UniSuper Management
Australia
$103K +$87.4K +1,900 New
UB
504
UMB Bank
Missouri
$94.7K -$62.2K -1,351 -44%
FCB
505
First Command Bank
Texas
$91.2K +$20.2K +440 +35%
FCFS
506
First Command Financial Services
Texas
$91.2K +$20.2K +440 +35%
BWM
507
Baystate Wealth Management
Massachusetts
$90.8K +$644 +14 +0.8%
BHWM
508
Bay Harbor Wealth Management
Maryland
$90.6K +$77.1K +1,675 New
FMP
509
Financial Management Professionals
Texas
$90K
GITFIT
510
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$89.3K -$22.5K -490 -23%
SOAMC
511
Spirit of America Management Corp
New York
$87.9K
MHR
512
Matthew Hamilton Rosenberg
$87.3K -$5.29K -115 -7%
TFGT
513
TS Financial Group (TSFG)
Illinois
$84K +$552 +12 +0.8%
WTC
514
WhitTier Trust Company
Nevada
$83.5K
AAG
515
Armstrong Advisory Group
Massachusetts
$80.6K
CFG
516
CKW Financial Group
Hawaii
$80K
AF
517
Advisornet Financial
Minnesota
$75.8K +$736 +16 +1%
GIA
518
GHP Investment Advisors
Colorado
$70.4K -$12.8K -278 -18%
CTC
519
Central Trust Company
Missouri
$65.6K
CT
520
Cambridge Trust
Massachusetts
$65.3K -$368 -8 -0.7%
PPC
521
Park Place Capital
Alabama
$60.4K +$51.4K +1,116 New
SSB
522
Sandy Spring Bank
Maryland
$60K
CT
523
Clearstead Trust
Maine
$59K +$414 +9 +0.8%
HCP
524
Hexagon Capital Partners
Arkansas
$55.8K +$1.01K +22 +2%
KHC
525
Koesten Hirschmann & Crabtree
Kansas
$54.4K

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.