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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
OIA
651
Optimum Investment Advisors
Illinois
$19.4K
AA
652
Ancora Advisors
Ohio
$19.3K
VWM
653
Venturi Wealth Management
Texas
$19.3K +$16.7K +280 New
BIA
654
Bell Investment Advisors
California
$18.1K +$775 +13 +5%
DJSG
655
D.J. St. Germain
Massachusetts
$17.9K
SIC
656
Salem Investment Counselors
North Carolina
$17.8K
CTA
657
Colonial Trust Advisors
South Carolina
$16.5K
TFA
658
Toth Financial Advisory
Virginia
$16.1K
UIA
659
Ulland Investment Advisors
Minnesota
$16K
GWS
660
Glassman Wealth Services
Virginia
$15.2K -$3.52K -59 -21%
MA
661
Montag & Associates
Georgia
$14.5K
EWM
662
Evermay Wealth Management
Virginia
$14.2K
OC
663
Oakworth Capital
Alabama
$14K -$119 -2 -1%
NVCHI
664
New Vernon Capital Holdings II
New Jersey
$13.8K +$12K +201 New
WT
665
Washington Trust
Rhode Island
$13.8K
PSB
666
Piscataqua Savings Bank
New Hampshire
$13.6K
MMG
667
Monetary Management Group
Missouri
$13.4K
PB
668
Pinnacle Bancorp
Nebraska
$13.4K
WAM
669
WFA Asset Management
Wisconsin
$13K +$60 +1 +0.5%
PFBT
670
Parkside Financial Bank & Trust
Missouri
$12.8K -$6.14K -103 -36%
LWA
671
Lowe Wealth Advisors
Maryland
$12.7K
BBHC
672
Brown Brothers Harriman & Co
New York
$11.5K +$9.95K +167 New
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K
BTI
674
Blue Trust Inc
Georgia
$11K +$1.07K +18 +9%
Loomis, Sayles & Company
675
Loomis, Sayles & Company
Massachusetts
$11K +$4.59K +77 +91%

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.