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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
PIAS
601
PCA Investment Advisory Services
Ohio
$11.7K +$9.94K +216 New
QL
602
Quarry LP
New York
$11.5K -$14.5K -315 -60%
MA
603
Montag & Associates
Georgia
$11.4K
Fuller & Thaler Asset Management
604
Fuller & Thaler Asset Management
California
$11.4K
BCMLT
605
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K +$46 +1 +0.5%
EWM
606
Evermay Wealth Management
Virginia
$11.1K
OC
607
Oakworth Capital
Alabama
$11.1K
ACM
608
Aquatic Capital Management
Illinois
$11K -$994K -21,600 -99%
BAM
609
Byrne Asset Management
New Jersey
$11K
WT
610
Washington Trust
Rhode Island
$10.8K
PSB
611
Piscataqua Savings Bank
New Hampshire
$10.7K
PB
612
Pinnacle Bancorp
Nebraska
$10.5K
MMG
613
Monetary Management Group
Missouri
$10.5K +$8.93K +194 New
KFS
614
Kelly Financial Services
Massachusetts
$10.3K
WAM
615
WFA Asset Management
Wisconsin
$10.1K +$46 +1 +0.5%
LWA
616
Lowe Wealth Advisors
Maryland
$10K
FCAG
617
First Capital Advisors Group
New Jersey
$9.85K +$8.38K +182 New
OPTFSNA
618
Old Point Trust & Financial Services N A
Virginia
$9.85K +$8.38K +182 New
HWA
619
HHM Wealth Advisors
Tennessee
$9.42K
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.93K +$7.59K +165 New
FGAM
621
Financial Gravity Asset Management
Texas
$8.47K +$644 +14 +35%
CWP
622
Concord Wealth Partners
Virginia
$8.06K
SIS
623
Sound Income Strategies
Florida
$8.06K
BSB
624
Bangor Savings Bank
Maine
$8.01K
CA
625
Centerpoint Advisors
Massachusetts
$8K

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.