We are live on ! Find out more

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
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$5K -$472 -10 -9%
BBPWM
627
Blue Bell Private Wealth Management
Pennsylvania
$5K
MCM
628
MV Capital Management
Maryland
$5K
MG
629
MilWealth Group
Wisconsin
$4.07K
FCA
630
FinTrust Capital Advisors
South Carolina
$4K -$236K -5,000 -98%
EWA
631
EverSource Wealth Advisors
Alabama
$4K -$4.82K -102 -56%
HIA
632
Harbor Investment Advisory
Maryland
$4K -$2.13K -45 -35%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$4K
CFGS
634
Concourse Financial Group Securities
Alabama
$4K
FMTCOCP
635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
FRA
636
Front Row Advisors
California
$4K
NIC
637
Northwest Investment Counselors
Oregon
$4K
TCOV
638
Trust Company of Vermont
Vermont
$4K +$3.73K +79 New
Bank of Montreal
639
Bank of Montreal
Ontario, Canada
$3.39K -$18.1M -383,144 -85%
CWM
640
Curi Wealth Management
North Carolina
$3K
EARNEST Partners
641
EARNEST Partners
Georgia
$3K
FPFS
642
First Personal Financial Services
North Carolina
$3K
LS
643
Leelyn Smith
Illinois
$3K
NFSG
644
Newbridge Financial Services Group
Florida
$3K
PCFFS
645
Pacific Center for Financial Services
California
$3K
LFG
646
Larson Financial Group
Missouri
$3K +$614 +13 +28%
WWMSC
647
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$2.79K +59 New
TF
648
Tompkins Financial
New York
$2K -$23.7K -502 -92%
Loomis, Sayles & Company
649
Loomis, Sayles & Company
Massachusetts
$2K -$3.87K -82 -70%
FWM
650
Focused Wealth Management
New York
$2K -$331 -7 -13%

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.