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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
PCM
426
Prelude Capital Management
New York
$1.51M -$1.19M -12,782 -49%
Bank of Nova Scotia
427
Bank of Nova Scotia
Ontario, Canada
$1.5M -$71.1K -762 -5%
SI
428
Symmetry Investments
Jersey
$1.47M +$1.2M +12,900 New
DWM
429
Dynasty Wealth Management
Florida
$1.47M +$1.2M +12,881 New
GLR
430
Great Lakes Retirement
Ohio
$1.47M +$64.9K +696 +6%
HIC
431
Holderness Investments Company
North Carolina
$1.46M +$42.6K +457 +4%
SIA
432
Strategic Investment Advisors
Michigan
$1.46M -$129K -1,387 -10%
FA
433
FDx Advisors
Illinois
$1.45M +$463K +4,964 +64%
IIM
434
INTECH Investment Management
Florida
$1.43M -$462K -4,952 -28%
USCWA
435
U.S. Capital Wealth Advisors
Texas
$1.43M +$1.17M +12,534 New
AIMCA
436
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.41M
IAA
437
Independent Advisor Alliance
North Carolina
$1.41M +$83.3K +893 +8%
SWM
438
Seed Wealth Management
Illinois
$1.4M
Schroder Investment Management Group
439
Schroder Investment Management Group
United Kingdom
$1.38M +$41.6K +446 +4%
AW
440
Apricus Wealth
South Carolina
$1.36M -$191K -2,044 -15%
IFPG
441
Intrepid Financial Planning Group
Indiana
$1.36M
VA
442
Vident Advisory
Georgia
$1.34M +$685K +7,341 +166%
IWA
443
Icon Wealth Advisors
Texas
$1.34M +$486K +5,213 +80%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$1.34M +$658K +7,049 +150%
NW
445
NewEdge Wealth
Pennsylvania
$1.31M +$538K +5,763 +119%
GSC
446
G&S Capital
Colorado
$1.3M -$3.5M -37,547 -77%
Nomura Holdings
447
Nomura Holdings
Japan
$1.3M +$1.06M +11,356 New
VWM
448
Venturi Wealth Management
Texas
$1.29M +$1.03M +11,043 +4,030%
X
449
Xponance
Pennsylvania
$1.29M +$1.05M +11,278 New
LWL
450
Leo Wealth LLC
Texas
$1.29M +$98.5K +1,056 +10%

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.