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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
WPA
676
West Paces Advisors
Georgia
$2.11K
AWM
677
Abound Wealth Management
Tennessee
$2.01K +$414 +9 +32%
BEI
678
Benjamin Edwards Inc
Missouri
$2K -$1.66K -36 -50%
FPB
679
First PREMIER Bank
South Dakota
$2K
VNA
680
Valley National Advisers
Pennsylvania
$2K
CWM
681
CarsonAllaria Wealth Management
Illinois
$1.97K
AF
682
Arrow Financial
New York
$1.79K
CCP
683
Carmel Capital Partners
California
$1.73K
NECFA
684
New England Capital Financial Advisors
Connecticut
$1.69K
BAAM
685
Baker Avenue Asset Management
California
$1.68K
SC
686
Stephens Consulting
Michigan
$1.62K
CB
687
Community Bank
New York
$1.51K
HWM
688
HighMark Wealth Management
Minnesota
$1.35K
ME
689
McIlrath & Eck
Washington
$1.3K
DI
690
Disciplined Investments
Oklahoma
$1.25K +$460 +10 +77%
RAM
691
Riggs Asset Management
Pennsylvania
$1.14K
WWM
692
Wolff Wiese Magana
California
$1.03K
CSC
693
Caldwell Sutter Capital
California
$1.03K
FCT
694
First Community Trust
Iowa
$1.03K
IWP
695
IAG Wealth Partners
Wisconsin
$1.03K
IGWM
696
ICA Group Wealth Management
Colorado
$1.03K
HCM
697
Highlander Capital Management
New Jersey
$1K
TFA
698
Transamerica Financial Advisors
Florida
$1K
VF
699
VitalStone Financial
Texas
$1K
CAL
700
Capital Advisors Ltd
Ohio
$1K +$644 +14 +175%

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.