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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
WWP
651
WR Wealth Planners
Missouri
$4.49K
GBT
652
Grove Bank & Trust
Florida
$4.33K
NIC
653
Northwest Investment Counselors
Oregon
$4.28K
CFS
654
CGC Financial Services
Oregon
$4.28K +$3.63K +79 New
JWA
655
JFS Wealth Advisors
Pennsylvania
$4.17K +$322 +7 +10%
BFEC
656
Benjamin F. Edwards & Company
Missouri
$4K
EARNEST Partners
657
EARNEST Partners
Georgia
$3.9K
FPFS
658
First Personal Financial Services
North Carolina
$3.63K
RF
659
Robinswood Financial
Washington
$3.57K +$3.04K +66 New
FCA
660
FinTrust Capital Advisors
South Carolina
$3.5K
VCM
661
Versant Capital Management
Arizona
$3.25K -$828 -18 -23%
PCFFS
662
Pacific Center for Financial Services
California
$3.19K
NFSG
663
Newbridge Financial Services Group
Florida
$3.19K
HIIFS
664
Harel Insurance Investments & Financial Services
Israel
$3K +$2.58K +56 New
NSG
665
Nalls Sherbakoff Group
Tennessee
$2.78K
DAM
666
Delta Asset Management
Tennessee
$2.65K
FWM
667
Focused Wealth Management
New York
$2.6K
ANBT
668
American National Bank & Trust
Texas
$2.44K
TF
669
Tompkins Financial
New York
$2.27K
CIA
670
Cape Investment Advisory
Georgia
$2.22K
LFA
671
Level Financial Advisors
New York
$2.22K +$1.89K +41 New
PG
672
Proffitt & Goodson
Tennessee
$2.11K
SC
673
SouthState Corp
Florida
$2.11K -$10.6K -231 -86%
FP
674
Financial Perspectives
Minnesota
$2.11K
GWSG
675
GPS Wealth Strategies Group
Colorado
$2.11K

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.