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1,024 hedge funds and large institutions have $23B invested in Dell in 2024 Q1 according to their latest regulatory filings, with 263 funds opening new positions, 314 increasing their positions, 304 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 68

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

52% more capital invested

Capital invested by funds: $15.1B → $23B (+$7.91B)

36% more call options, than puts

Call options by funds: $1.15B | Put options by funds: $842M

22% more funds holding

Funds holding: 8421,024 (+182)

3% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 304

5.18% less ownership

Funds ownership: 73.95%68.77% (-5.2%)

Holders
1,024
Holders Change
+182
Holders Change %
+21.62%
% of All Funds
14.75%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.43%
New
263
Increased
314
Reduced
304
Closed
68
Calls
$1.15B
Puts
$842M
Net Calls
+$303M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
301
Capital International Sarl
California
$3.63M +$2.97M +31,788 New
BHCM
302
Brevan Howard Capital Management
Jersey
$3.62M +$2.96M +31,689 New
FB
303
Fulton Bank
Pennsylvania
$3.57M -$41.8K -448 -1%
WBC
304
Westpac Banking Corp
Australia
$3.54M +$285K +3,059 +11%
NA
305
NewEdge Advisors
Louisiana
$3.47M +$722K +7,733 +34%
RCM
306
Ratan Capital Management
Florida
$3.42M +$2.8M +30,000 New
TA
307
Trivest Advisors
Hong Kong
$3.42M +$2.8M +30,000 New
LSA
308
L & S Advisors
California
$3.41M +$2.79M +29,905 New
RWM
309
Ritholtz Wealth Management
New York
$3.41M +$75K +804 +3%
GFS
310
GYL Financial Synergies
Connecticut
$3.4M +$1.25M +13,362 +81%
CA
311
Cetera Advisors
Colorado
$3.37M +$1.99M +21,312 +259%
M&T Bank
312
M&T Bank
New York
$3.34M +$4.01K +43 +0.1%
LA
313
LBP AM
France
$3.32M +$687K +7,367 +34%
AHIA
314
Andrew Hill Investment Advisors
Florida
$3.31M +$2.71M +29,021 New
AAM
315
Advisors Asset Management
Colorado
$3.28M -$242K -2,590 -8%
BCIM
316
British Columbia Investment Management
British Columbia, Canada
$3.27M -$75.4K -808 -3%
BBL
317
Beck Bode LLC
Massachusetts
$3.27M -$167K -1,785 -6%
Comerica Bank
318
Comerica Bank
Texas
$3.26M +$868K +9,307 +48%
NAM
319
Nissay Asset Management
Japan
$3.24M -$112K -1,203 -4%
CC
320
Centiva Capital
New York
$3.22M +$1.37M +14,653 +108%
MA
321
MYDA Advisors
New York
$3.2M +$2.61M +28,000 New
CI
322
Capital International
California
$3.17M +$2.59M +27,751 New
JSC
323
Jackson Square Capital
California
$3.16M +$2.59M +27,733 New
EI
324
Ethic Inc
New York
$3.13M -$975K -10,448 -28%
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$3.11M -$1.59M -17,042 -38%

DELL Hedge Fund Activity: Q1 2024 in Review

1,024 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2024, worth a combined $23B — up 52% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new DELL positions and 68 closed out — a net gain of 195 holders — while 314 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $684M. The largest seller was Michael & Susan Dell Foundation, exiting entirely with an estimated $484M sold.

  • 1,024 institutional investors held Dell (DELL) as of Q1 2024, up from 842 in Q4 2023.
  • Funds reported $23B of Dell stock for Q1 2024, up 52% quarter-over-quarter.
  • 263 funds opened new Dell positions in Q1 2024 and 68 closed out, a net change of +195 holders.
  • The largest Dell buyer in Q1 2024 was Capital World Investors, an estimated $684M added.
  • The largest Dell seller in Q1 2024 was Michael & Susan Dell Foundation, an estimated $484M sold.

Based on aggregated 13F filings for Q1 2024.