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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
GWM
676
Geneos Wealth Management
Colorado
$10.6K +$3.46K +58 +60%
CWP
677
Concord Wealth Partners
Virginia
$10.3K
SIS
678
Sound Income Strategies
Florida
$10.3K
BSB
679
Bangor Savings Bank
Maine
$10.2K
CA
680
Centerpoint Advisors
Massachusetts
$10K
TAM
681
Tucker Asset Management
Colorado
$9.51K
VF
682
VitalStone Financial
Texas
$9K +$6.26K +105 +477%
SCA
683
Stonebridge Capital Advisors
Minnesota
$8.86K +$179 +3 +2%
NIC
684
Northwest Investment Counselors
Oregon
$8.82K +$2.92K +49 +62%
SS
685
Sunbelt Securities
Texas
$8.75K
MPWT
686
MassMutual Private Wealth & Trust
Connecticut
$8.47K
CIM
687
Contravisory Investment Management
Massachusetts
$8.34K
TF
688
Tompkins Financial
New York
$8.34K +$4.71K +79 +188%
WIM
689
Westside Investment Management
California
$8.13K
TCM
690
TD Capital Management
Tennessee
$7.92K
FAM
691
Flaharty Asset Management
Florida
$7.79K +$6.73K +113 New
KFS
692
Kelly Financial Services
Massachusetts
$7.72K -$4.65K -78 -41%
FFL
693
Financial Freedom LLC
Ohio
$7.7K
BBPWM
694
Blue Bell Private Wealth Management
Pennsylvania
$7.65K
Fuller & Thaler Asset Management
695
Fuller & Thaler Asset Management
California
$7.58K -$5.96K -100 -48%
CFD
696
Creative Financial Designs
Indiana
$7.37K
Fisher Asset Management
697
Fisher Asset Management
Washington
$7.37K +$6.38K +107 New
JWA
698
JFS Wealth Advisors
Pennsylvania
$7.17K +$1.61K +27 +35%
HL
699
HeadInvest LLC
Maine
$7.04K +$6.2K +104 New
CFB
700
Cullen/Frost Bankers
Texas
$6.89K

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.