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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
EWM
626
Endurance Wealth Management
Rhode Island
$8K +$1.79K +39 +33%
TAM
627
Tucker Asset Management
Colorado
$7.47K +$6.35K +138 New
BTI
628
Blue Trust Inc
Georgia
$7K -$3.17K -69 -27%
SS
629
Sunbelt Securities
Texas
$6.87K
SCA
630
Stonebridge Capital Advisors
Minnesota
$6.79K
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$6.66K +$1.29K +28 +29%
CIM
632
Contravisory Investment Management
Massachusetts
$6.55K
RA
633
Rise Advisors
New York
$6.43K +$46 +1 +0.8%
WIM
634
Westside Investment Management
California
$6.38K
TCM
635
TD Capital Management
Tennessee
$6.22K
FFL
636
Financial Freedom LLC
Ohio
$6.04K
BBPWM
637
Blue Bell Private Wealth Management
Pennsylvania
$6.01K -$184 -4 -3%
CFD
638
Creative Financial Designs
Indiana
$5.79K
LOIP
639
Live Oak Investment Partners
Texas
$5.68K
CFB
640
Cullen/Frost Bankers
Texas
$5.41K
AS
641
AM Squared
Hong Kong
$5.41K +$4.6K +100 New
PMFA
642
Plante Moran Financial Advisors
Michigan
$5.36K -$4.65K -101 -51%
GWM
643
Geneos Wealth Management
Colorado
$5.2K
TAIM
644
TD Ameritrade Investment Management
Nebraska
$5K -$180K -3,901 -98%
Loomis, Sayles & Company
645
Loomis, Sayles & Company
Massachusetts
$5K -$9.2K -200 -70%
FMTCOCP
646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
TIM
647
Thompson Investment Management
Wisconsin
$4.98K +$4.23K +92 New
WP
648
WealthPLAN Partners
Nebraska
$4.92K -$5.61K -122 -57%
GI
649
Gradient Investments
Minnesota
$4.87K +$552 +12 +15%
HIA
650
Harbor Investment Advisory
Maryland
$4.54K

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.