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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
ADL
551
Asset Dedication LLC
California
$700K -$5.13K -55 -0.9%
SWP
552
Stratos Wealth Partners
Ohio
$685K +$246K +2,634 +78%
FWCM
553
Ferguson Wellman Capital Management
Oregon
$683K
VFA
554
Valeo Financial Advisors
Indiana
$679K -$139K -1,495 -21%
CGIM
555
Capital Group Investment Management
Singapore
$678K +$555K +5,945 New
URS
556
Utah Retirement Systems
Utah
$676K +$553K +5,923 New
DPAM
557
Degroof Petercam Asset Management
Belgium
$675K -$93.3K -1,000 -14%
AFG
558
Atomi Financial Group
New York
$675K +$89.7K +961 +19%
PPC
559
Park Place Capital
Alabama
$673K -$151K -1,619 -22%
GWSG
560
GPS Wealth Strategies Group
Colorado
$671K +$492K +5,272 +869%
LHC
561
Little House Capital
Massachusetts
$668K +$547K +5,858 New
CCG
562
Capital CS Group
California
$655K +$536K +5,744 New
RB
563
Renasant Bank
Mississippi
$653K -$168K -1,800 -24%
SCM
564
SOL Capital Management
Maryland
$643K -$33.7K -361 -6%
WA
565
Wealth Alliance
New York
$641K +$90K +965 +21%
Empower Advisory Group
566
Empower Advisory Group
Colorado
$629K +$53.5K +573 +12%
LAM
567
Lingohr Asset Management
Germany
$616K -$144K -1,545 -22%
PP
568
Patten & Patten
Tennessee
$615K +$147K +1,574 +41%
HNB
569
Hilltop National Bank
Wyoming
$613K +$501K +5,370 New
OC
570
Oppenheimer & Co
New York
$605K +$166K +1,781 +51%
SPC
571
Sigma Planning Corp
Michigan
$604K +$494K +5,293 New
CBB
572
Citizens Business Bank
California
$602K +$19.3K +207 +4%
AF
573
Allworth Financial
California
$594K +$14.6K +156 +3%
AWS
574
Atria Wealth Solutions
New York
$587K +$121K +1,298 +34%
PA
575
Parallel Advisors
California
$575K +$56.1K +601 +14%

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.