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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
PMFA
701
Plante Moran Financial Advisors
Michigan
$6.82K
TIM
702
Thompson Investment Management
Wisconsin
$6.34K
GI
703
Gradient Investments
Minnesota
$6.2K
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
FCA
705
FinTrust Capital Advisors
South Carolina
$6K
LOIP
706
Live Oak Investment Partners
Texas
$5.93K
HIA
707
Harbor Investment Advisory
Maryland
$5.79K
WWP
708
WR Wealth Planners
Missouri
$5.72K
1832 Asset Management
709
1832 Asset Management
Ontario, Canada
$5.72K +$4.95K +83 New
GBT
710
Grove Bank & Trust
Florida
$5.51K
CFS
711
CGC Financial Services
Oregon
$5.44K
OLVIG
712
Oliver Lagore Vanvalin Investment Group
Michigan
$5.24K +$4.53K +76 New
BFEC
713
Benjamin F. Edwards & Company
Missouri
$5K
SFG
714
Steward Financial Group
Texas
$5K +$4.88K +82 New
EARNEST Partners
715
EARNEST Partners
Georgia
$4.96K
BAAM
716
Baker Avenue Asset Management
California
$4.96K +$2.44K +41 +132%
FPFS
717
First Personal Financial Services
North Carolina
$4.62K
RF
718
Robinswood Financial
Washington
$4.55K
AWA
719
Authentikos Wealth Advisory
California
$4.34K +$3.75K +63 New
NSG
720
Nalls Sherbakoff Group
Tennessee
$4.27K
VCM
721
Versant Capital Management
Arizona
$4.13K
PCFFS
722
Pacific Center for Financial Services
California
$4.07K
DAM
723
Delta Asset Management
Tennessee
$3.38K
FWM
724
Focused Wealth Management
New York
$3.31K
FPB
725
First PREMIER Bank
South Dakota
$3K

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.