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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
BAM
326
Berkshire Asset Management
Pennsylvania
$3.09M
P
327
Pitcairn
Pennsylvania
$3.04M -$79K -847 -3%
WAM
328
Weiss Asset Management
Massachusetts
$3.04M
Prudential Financial
329
Prudential Financial
New Jersey
$3.01M -$355K -3,808 -13%
Pathstone Holdings
330
Pathstone Holdings
New Jersey
$2.96M +$728K +7,802 +43%
GC
331
Guggenheim Capital
Illinois
$2.94M -$1.53M -16,348 -39%
PAM
332
Panagora Asset Management
Massachusetts
$2.92M -$4.29K -46 -0.2%
FCMA
333
Foresight Capital Management Advisors
Michigan
$2.92M +$58.9K +631 +3%
MAV
334
Mason & Associates (Virginia)
Virginia
$2.92M +$2.39M +25,591 New
RCAP
335
Resolute Capital Asset Partners
Colorado
$2.85M -$1.4M -15,000 -38%
PI
336
Pettee Investors
Connecticut
$2.85M
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$2.81M +$768K +8,227 +50%
CFM
338
Comprehensive Financial Management
California
$2.75M
US Bancorp
339
US Bancorp
Minnesota
$2.72M +$231K +2,476 +12%
QCM
340
QRG Capital Management
Illinois
$2.7M -$121K -1,294 -5%
Franklin Resources
341
Franklin Resources
California
$2.66M -$966K -10,358 -31%
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$2.65M -$972K -10,413 -31%
NL
343
NVWM LLC
Pennsylvania
$2.64M +$2.16M +23,176 New
UWM
344
Udine Wealth Management
Florida
$2.63M +$2.15M +23,075 New
GCM
345
Glaxis Capital Management
Florida
$2.62M +$2.15M +23,000 New
Wealth Enhancement Advisory Services
346
Wealth Enhancement Advisory Services
Minnesota
$2.62M +$333K +3,573 +18%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$2.61M +$811K +8,696 +61%
PAG
348
Private Advisor Group
New Jersey
$2.6M +$811K +8,696 +62%
DILIC
349
Dai-ichi Life Insurance Company
Japan
$2.59M +$1.87M +20,000 +749%
PCMH
350
Polymer Capital Management (HK)
Hong Kong
$2.58M -$2.98M -31,900 -59%

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.