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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
CDH
526
Charles D. Hyman
$224K +$194K +3,255 New
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$223K +$151K +2,536 +363%
SAM
528
Silvercrest Asset Management
New York
$222K +$192K +3,222 New
TAM
529
Tocqueville Asset Management
New York
$222K -$95K -1,594 -33%
PP
530
Patten & Patten
Tennessee
$221K +$191K +3,210 New
HCA
531
Harbour Capital Advisors
Virginia
$220K +$190K +3,191 New
FCB
532
First County Bank
Connecticut
$219K +$190K +3,183 New
BPC
533
Banque Pictet & Cie
Switzerland
$219K -$450K -7,552 -70%
ASN
534
Advisory Services Network
Georgia
$218K -$65.1K -1,093 -26%
HWM
535
HB Wealth Management
Georgia
$218K +$189K +3,165 New
SP
536
Symmetry Partners
Connecticut
$216K +$187K +3,138 New
SG Americas Securities
537
SG Americas Securities
New York
$214K -$110K -1,842 -37%
PWP
538
Principle Wealth Partners
Connecticut
$213K +$184K +3,095 New
IAN
539
Integrated Advisors Network
Texas
$213K +$184K +3,093 New
Treasurer of the State of North Carolina
540
Treasurer of the State of North Carolina
North Carolina
$213K +$184K +3,085 New
QCG
541
Quadrant Capital Group
Ohio
$212K +$10.4K +174 +6%
SF
542
Summit Financial
New Jersey
$211K +$182K +3,059 New
SPC
543
Sigma Planning Corp
Michigan
$209K +$180K +3,028 New
RF
544
Robbins Farley
New Hampshire
$209K
RWM
545
RKL Wealth Management
Pennsylvania
$208K +$180K +3,025 New
AA
546
Addison Advisors
Vermont
$208K +$6.97K +117 +4%
SWP
547
Stratos Wealth Partners
Ohio
$207K -$44.7K -751 -20%
IF
548
Integrity Financial
Wyoming
$207K +$179K +3,000 New
GWP
549
Gateway Wealth Partners
Wisconsin
$204K +$176K +2,960 New
SCA
550
Snowden Capital Advisors
New York
$202K -$151K -2,538 -46%

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.