We are live on ! Find out more

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
QCM
201
Quantinno Capital Management
New York
$3.89M +$410K +6,875 +14%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$3.89M +$2.64M +44,375 +330%
PI
203
PGGM Investments
Netherlands
$3.8M +$2.6M +43,586 +378%
Truist Financial
204
Truist Financial
North Carolina
$3.78M +$176K +2,952 +6%
QCM
205
Qsemble Capital Management
New York
$3.71M +$3.21M +53,800 New
NAM
206
NorthCrest Asset Manangement
Minnesota
$3.57M -$189K -3,176 -6%
Mariner
207
Mariner
Kansas
$3.48M +$82.1K +1,378 +3%
ACM
208
Alight Capital Management
New York
$3.44M +$1.49M +25,000 +100%
SCP
209
Stamos Capital Partners
California
$3.41M -$590K -9,900 -17%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$3.4M -$4.65K -78 -0.2%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$3.39M -$3.54M -59,475 -55%
APF
212
Alaska Permanent Fund
Alaska
$3.38M
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$3.36M -$772K -12,957 -21%
CFM
214
Comprehensive Financial Management
California
$3.32M
BIM
215
Bridgecreek Investment Management
Oklahoma
$3.29M -$149K -2,500 -5%
PA
216
Paralel Advisors
Colorado
$3.28M +$32K +537 +1%
N
217
Nuveen
North Carolina
$3.14M
GS
218
GTS Securities
New York
$3.09M +$2.68M +44,912 New
TF
219
Trek Financial
Arizona
$2.99M +$2.58M +43,355 New
HHGC
220
Hunting Hill Global Capital
New York
$2.98M +$897K +15,057 +53%
TYCC
221
Texas Yale Capital Corp
Florida
$2.96M
Wealthfront Advisers
222
Wealthfront Advisers
California
$2.87M +$15.1K +253 +0.6%
OQS
223
Occudo Quantitative Strategies
Florida
$2.86M -$2.24M -37,610 -48%
Ensign Peak Advisors
224
Ensign Peak Advisors
Utah
$2.85M +$1.38M +23,095 +127%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$2.77M -$71.2K -1,195 -3%

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.