We are live on ! Find out more

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
SC
476
Shay Capital
New York
$1.14M +$933K +10,000 New
PGCM
477
Prescott Group Capital Management
Oklahoma
$1.14M +$933K +10,000 New
CWM
478
CIBC World Markets
New York
$1.12M +$252K +2,698 +38%
MGP
479
Metis Global Partners
California
$1.12M +$294K +3,156 +48%
ZB
480
Zions Bancorporation
Utah
$1.11M +$502K +5,385 +125%
TPCW
481
TD Private Client Wealth
New York
$1.1M -$105K -1,121 -10%
BFG
482
Bleakley Financial Group
New Jersey
$1.09M +$37.3K +400 +4%
Treasurer of the State of North Carolina
483
Treasurer of the State of North Carolina
North Carolina
$1.09M +$595K +6,380 +202%
SW
484
Simplicity Wealth
New Jersey
$1.09M +$888K +9,522 New
Credit Agricole
485
Credit Agricole
France
$1.08M -$226K -2,421 -21%
GM
486
GeoWealth Management
Illinois
$1.08M +$196K +2,098 +29%
PCM
487
Parsons Capital Management
Rhode Island
$1.07M +$176K +1,882 +25%
HAG
488
HighPoint Advisor Group
Illinois
$1.07M -$75K -804 -9%
VF
489
Vest Financial
Virginia
$1.07M +$872K +9,344 New
SWM
490
SeaCrest Wealth Management
New York
$1.07M +$570K +6,108 +189%
GT
491
Greenleaf Trust
Michigan
$1.06M -$79K -847 -8%
BP
492
Ballentine Partners
Massachusetts
$1.05M +$112K +1,203 +15%
Cerity Partners
493
Cerity Partners
New York
$1.03M +$231K +2,481 +38%
BVC
494
Bright Valley Capital
Hong Kong
$1.03M +$840K +9,000 New
WI
495
Wintrust Investments
Illinois
$1.02M -$28K -300 -3%
HCMT
496
Highland Capital Management (Tennessee)
Tennessee
$1.02M +$424K +4,540 +103%
CG
497
CFO4Life Group
Texas
$1.01M -$2.15K -23 -0.3%
ECU
498
Eisler Capital (US)
New York
$1.01M +$829K +8,880 New
SW
499
SVB Wealth
Massachusetts
$997K +$305K +3,274 +60%
TA
500
TKG Advisors
Indiana
$997K -$4.74M -50,807 -85%

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.