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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$923M +$19.6M +425,946 +3%
Dodge & Cox
2
Dodge & Cox
California
$896M -$87.8M -1,908,993 -10%
BlackRock
3
BlackRock
New York
$676M -$335M -7,288,841 -37%
Boston Partners
4
Boston Partners
Massachusetts
$529M +$450M +9,783,243 New
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$373M +$109M +2,358,970 +52%
Citadel Advisors
6
Citadel Advisors
Florida
$323M +$35.5M +771,785 +15%
LSV Asset Management
7
LSV Asset Management
Illinois
$321M -$2.37M -51,415 -0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$318M +$53.1M +1,154,795 +24%
Ameriprise
9
Ameriprise
Minnesota
$274M +$49.5M +1,076,703 +27%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$236M +$36.6M +795,031 +22%
State Street
11
State Street
Massachusetts
$204M -$121M -2,625,758 -41%
Goldman Sachs
12
Goldman Sachs
New York
$175M +$107M +2,329,465 +256%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$146M +$55.1M +1,196,793 +79%
MIP
14
Mondrian Investment Partners
United Kingdom
$144M -$5.76M -125,234 -4%
Morgan Stanley
15
Morgan Stanley
New York
$138M +$26.7M +579,509 +29%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$134M -$35.7M -775,791 -24%
Fidelity International
17
Fidelity International
Bermuda
$132M +$30.3M +658,209 +37%
Holocene Advisors
18
Holocene Advisors
New York
$126M +$103M +2,231,833 +2,135%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$122M -$26.7M -579,159 -20%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$120M +$64.3M +1,397,436 +170%
DnB Asset Management
21
DnB Asset Management
Norway
$111M -$38.4M -834,341 -29%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$104M -$49.3M -1,070,411 -36%
LCM
23
Lakewood Capital Management
New York
$96.9M -$9.62M -209,000 -10%
Millennium Management
24
Millennium Management
New York
$93.2M -$101M -2,198,754 -56%
Jennison Associates
25
Jennison Associates
New York
$83.2M +$70.8M +1,537,704 New

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.