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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
OP
601
ORG Partners
Indiana
$50.8K -$11.1K -187 -20%
HMS
602
Hanseatic Management Services
New Mexico
$49.7K +$43K +721 New
DMBA
603
Deseret Mutual Benefit Administrators
Utah
$49.6K -$10K -168 -19%
LFG
604
Larson Financial Group
Missouri
$49.5K +$179 +3 +0.4%
CT
605
Colonial Trust
South Carolina
$48.2K
HI
606
Harbour Investments
Wisconsin
$47.1K +$6.55K +110 +19%
TH
607
TCTC Holdings
Texas
$46.9K
PO
608
Private Ocean
California
$45.7K
PTC
609
Private Trust Company
Ohio
$43.4K +$179 +3 +0.5%
MCM
610
MV Capital Management
Maryland
$42.2K
WB
611
Webster Bank
Connecticut
$41.4K
KFP
612
KB Financial Partners
New Jersey
$41K -$119 -2 -0.3%
KFI
613
Key Financial Inc
Pennsylvania
$40.3K
CP
614
Castleview Partners
Texas
$39.3K +$34K +570 New
CCM
615
Chilton Capital Management
Texas
$36.2K
QL
616
Quarry LP
New York
$35.5K +$18.1K +303 +143%
LS
617
Livforsakringsbolaget Skandia
Sweden
$34.5K
PWMG
618
Prestige Wealth Management Group
New Jersey
$34.4K
SIC
619
SJS Investment Consulting
Ohio
$34.3K +$3.16K +53 +12%
GEA
620
Glen Eagle Advisors
New Jersey
$31.9K
CHA
621
Carmichael Hill & Associates
Maryland
$31K +$119 +2 +0.4%
TIM
622
Tortoise Investment Management
New York
$29.4K
JGIA
623
Jackson Grant Investment Advisers
Connecticut
$27.6K
RFA
624
Register Financial Advisors
Georgia
$27.6K
QC
625
Quent Capital
New York
$25.2K -$2.56K -43 -11%

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.