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
DGAM
526
Desjardins Global Asset Management
Quebec, Canada
$51.8K +$7.18K +156 +19%
BWL
527
Bogart Wealth LLC
Virginia
$51.8K
OP
528
ORG Partners
Indiana
$50.4K +$42.5K +923 New
First Manhattan
529
First Manhattan
New York
$50.1K
DMBA
530
Deseret Mutual Benefit Administrators
Utah
$48K -$10.6K -231 -21%
HT
531
Headlands Technologies
Illinois
$43.3K +$36.9K +801 New
CAS
532
Coppell Advisory Solutions
Texas
$43.2K +$37.5K +814 New
CFO
533
CVA Family Office
Colorado
$42.7K +$6.95K +151 +24%
HFM
534
Harvest Fund Management
China
$40K +$33.6K +730 New
HNB
535
Huntington National Bank
Ohio
$39K +$17.1K +371 +106%
LFG
536
Larson Financial Group
Missouri
$38.7K -$17.7K -384 -35%
CI Investments Inc
537
CI Investments Inc
Ontario, Canada
$38K +$3.63K +79 +13%
VCM
538
Vigilant Capital Management
Maine
$38K +$32.4K +704 New
BWA
539
BDO Wealth Advisors
Florida
$37.9K
HPC
540
HM Payson & Co
Maine
$37.9K
CT
541
Colonial Trust
South Carolina
$37.9K +$32.2K +700 New
TH
542
TCTC Holdings
Texas
$36.8K -$58.6K -1,274 -65%
PO
543
Private Ocean
California
$35.9K
PTC
544
Private Trust Company
Ohio
$33.9K
MCM
545
MV Capital Management
Maryland
$33.2K
IA
546
IFP Advisors
Florida
$32.8K +$1.43K +31 +5%
LWCFA
547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.6K
WB
548
Webster Bank
Connecticut
$32.5K
KFP
549
KB Financial Partners
New Jersey
$32K +$27.4K +596 New
KFI
550
Key Financial Inc
Pennsylvania
$31.7K

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.