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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
VIA
801
Vident Investment Advisory
Georgia
-$344K -6,355 Closed
WC
802
Waterloo Capital
Texas
-$341K -6,307 Closed
CC
803
Courier Capital
New York
-$305K -5,639 Closed
IAG
804
Investment Advisory Group
Massachusetts
-$285K -5,264 Closed
V
805
Veritable
Delaware
-$258K -4,766 Closed
SFI
806
Siemens Fonds Invest
Germany
-$242K -4,500 Closed
MHS
807
M Holdings Securities
Oregon
-$243K -4,496 Closed
C
808
Covestor
United Kingdom
-$219K -4,043 Closed
KI
809
Kapitalo Investimentos
Brazil
-$216K -3,996 Closed
ACM
810
Alamar Capital Management
California
-$211K -3,900 Closed
3IP
811
3Chopt Investment Partners
Virginia
-$206K -3,810 Closed
PWM
812
Perigon Wealth Management
California
-$205K -3,783 Closed
BHCM
813
Brevan Howard Capital Management
Jersey
-$200K -3,705 Closed
CMF
814
Counterpoint Mutual Funds
California
-$125K -2,313 Closed
HT
815
Headlands Technologies
Illinois
-$43.3K -801 Closed
CFO
816
CVA Family Office
Colorado
-$42.7K -789 Closed
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$32.6K -603 Closed
MAM
818
Meeder Asset Management
Ohio
-$20.6K -381 Closed
GCM
819
Gables Capital Management
Florida
-$16.3K -301 Closed
ICM
820
Intrepid Capital Management
Florida
-$13.4K -247 Closed
FA
821
Fiduciary Alliance
South Carolina
-$12.9K -238 Closed
PIAS
822
PCA Investment Advisory Services
Ohio
-$11.7K -216 Closed
BAM
823
Byrne Asset Management
New Jersey
-$11K -200 Closed
OPTFSNA
824
Old Point Trust & Financial Services N A
Virginia
-$9.85K -182 Closed
JFGIW
825
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.93K -165 Closed

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.