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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
NRD
576
Nebula Research & Development
New York
$573K +$468K +5,019 New
UM
577
Ulysses Management
New York
$571K +$467K +5,000 New
VI
578
Vestcor Inc
New Brunswick, Canada
$561K -$5.25M -56,264 -92%
NFA
579
Northern Financial Advisors
Michigan
$550K -$7.09K -76 -2%
MCM
580
Monument Capital Management
Virginia
$541K -$8.58K -92 -2%
WAM
581
Wakefield Asset Management
Colorado
$530K -$104K -1,116 -19%
HI
582
Humankind Investments
New York
$529K -$24.3K -260 -5%
S
583
SignatureFD
Georgia
$528K +$83.3K +893 +24%
CWM
584
Congress Wealth Management
Massachusetts
$526K +$430K +4,613 New
FBT
585
First Bank & Trust
South Dakota
$526K -$3.55K -38 -0.8%
IEFM
586
IQ EQ Fund Management
Ireland
$525K -$243K -2,600 -36%
BHPW
587
Beverly Hills Private Wealth
California
$524K -$27.9K -299 -6%
FWIA
588
Fort Washington Investment Advisors
Ohio
$519K -$157K -1,684 -27%
JC
589
JBF Capital
Colorado
$516K
RJT
590
Raymond James Trust
Florida
$515K +$23.8K +255 +6%
KCM
591
Kathmere Capital Management
Pennsylvania
$514K +$25.4K +272 +6%
AC
592
Aristides Capital
Kentucky
$513K +$420K +4,500 New
SEC
593
Seven Eight Capital
New York
$513K +$419K +4,496 New
CK
594
Cohen Klingenstein
New York
$508K
PI
595
PFG Investments
New York
$506K +$414K +4,437 New
VFA
596
Voya Financial Advisors
Connecticut
$502K +$112K +1,205 +37%
DAM
597
Deltec Asset Management
New York
$502K +$411K +4,400 New
AWM
598
Apollon Wealth Management
South Carolina
$497K -$3.27K -35 -0.8%
NYLIM
599
New York Life Investment Management
New York
$492K +$15.7K +168 +4%
AAM
600
Ascension Asset Management
New York
$489K +$400K +4,288 New

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.