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707 hedge funds and large institutions have $9.1B invested in Dell in 2022 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 249 increasing their positions, 201 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 201

24% more call options, than puts

Call options by funds: $199M | Put options by funds: $161M

19% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 94

1% more funds holding

Funds holding: 699707 (+8)

0.48% less ownership

Funds ownership: 75.21%74.74% (-0.48%)

15% less capital invested

Capital invested by funds: $10.8B → $9.1B (-$1.65B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
707
Holders Change
+8
Holders Change %
+1.14%
% of All Funds
11.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
112
Increased
249
Reduced
201
Closed
94
Calls
$199M
Puts
$161M
Net Calls
+$38.2M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
576
AssetMark Inc
California
$14K +$14.5K +307 +10,233%
EI
577
Ellevest Inc
New York
$14K +$14.8K +313 New
AIC
578
Archer Investment Corporation
Indiana
$13.3K -$67.5K -1,429 -83%
AA
579
Ancora Advisors
Ohio
$13K
HWA
580
Heritage Wealth Advisors
Virginia
$13K
JEST
581
JTC Employer Solutions Trustee
Jersey
$13K
C
582
Covestor
United Kingdom
$13K +$4.53K +96 +50%
BAM
583
Byrne Asset Management
New Jersey
$12K -$2.36K -50 -17%
CBT
584
CoreFirst Bank & Trust
Kansas
$12K
SC
585
SouthState Corp
Florida
$12K
IAMOG
586
Investors Asset Management of Georgia
Georgia
$12K +$12.2K +259 New
UIA
587
Ulland Investment Advisors
Minnesota
$11K
GWS
588
Glassman Wealth Services
Virginia
$11K +$5.53K +117 +91%
GWSG
589
GPS Wealth Strategies Group
Colorado
$11K +$9.45K +200 +513%
TFA
590
Toth Financial Advisory
Virginia
$11K +$11K +233 New
PFGIA
591
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$1.23K -26 -11%
EW
592
Evoke Wealth
California
$10K
NC
593
NewSquare Capital
Pennsylvania
$10K +$5.34K +113 +113%
FHA
594
First Horizon Advisors
Tennessee
$10K +$8.08K +171 +190%
VCM
595
Vigilant Capital Management
Maine
$10K +$9.92K +210 New
KFS
596
Kelly Financial Services
Massachusetts
$9.55K +$47 +1 +0.5%
LWA
597
Lowe Wealth Advisors
Maryland
$9K
OC
598
Oakworth Capital
Alabama
$9K
PB
599
Pinnacle Bancorp
Nebraska
$9K
WT
600
Washington Trust
Rhode Island
$9K

DELL Hedge Fund Activity: Q2 2022 in Review

707 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q2 2022, worth a combined $9.1B — down 15% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new DELL positions and 94 closed out — a net gain of 18 holders — while 249 added to existing stakes and 201 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $135M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $263M sold.

  • 707 institutional investors held Dell (DELL) as of Q2 2022, up from 699 in Q1 2022.
  • Funds reported $9.1B of Dell stock for Q2 2022, down 15% quarter-over-quarter.
  • 112 funds opened new Dell positions in Q2 2022 and 94 closed out, a net change of +18 holders.
  • The largest Dell buyer in Q2 2022 was AllianceBernstein, an estimated $135M added.
  • The largest Dell seller in Q2 2022 was Lyrical Asset Management, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2022.