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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
CT
576
Caldwell Trust
Florida
$17.4K
SN
577
Sittner & Nelson
Oregon
$17.4K
BC
578
Bartlett & Co
Ohio
$17K
FRA
579
Front Row Advisors
California
$17K +$10.5K +228 +281%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$16.8K
SWA
581
SOA Wealth Advisors
New York
$16.8K -$7.41K -161 -34%
CFFP
582
Center for Financial Planning
Michigan
$16.7K
GCM
583
Gables Capital Management
Florida
$16.3K
MTIC
584
Missouri Trust & Investment Company
Missouri
$16.2K +$13.8K +300 New
JEST
585
JTC Employer Solutions Trustee
Jersey
$16K
PFBT
586
Parkside Financial Bank & Trust
Missouri
$15.6K -$4.56K -99 -26%
AIC
587
Archer Investment Corporation
Indiana
$15.5K
HWA
588
Heritage Wealth Advisors
Virginia
$15.4K
OIA
589
Optimum Investment Advisors
Illinois
$15.2K
AA
590
Ancora Advisors
Ohio
$15.2K
GWS
591
Glassman Wealth Services
Virginia
$15.1K +$1.2K +26 +10%
DJSG
592
D.J. St. Germain
Massachusetts
$14.1K +$12K +260 New
SIC
593
Salem Investment Counselors
North Carolina
$14K -$12.9K -281 -52%
BIA
594
Bell Investment Advisors
California
$13.5K +$322 +7 +3%
ICM
595
Intrepid Capital Management
Florida
$13.4K +$11.4K +247 New
CTA
596
Colonial Trust Advisors
South Carolina
$12.9K
FA
597
Fiduciary Alliance
South Carolina
$12.9K +$11K +238 New
TFA
598
Toth Financial Advisory
Virginia
$12.6K
CSPIA
599
Cary Street Partners Investment Advisory
Virginia
$12.5K
UIA
600
Ulland Investment Advisors
Minnesota
$12K

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.