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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
FAIM
601
Financial Advocates Investment Management
Washington
$480K -$8.96K -96 -2%
CWP
602
Cyndeo Wealth Partners
Florida
$480K -$12.5K -134 -3%
GIA
603
Guyasuta Investment Advisors
Pennsylvania
$477K
WS
604
Wedbush Securities
California
$476K +$137K +1,470 +55%
EWM
605
Elite Wealth Management
Washington
$474K +$2.15K +23 +0.6%
AOI
606
Auto-Owners Insurance
Michigan
$473K
TWM
607
Tanager Wealth Management
United Kingdom
$467K +$382K +4,093 New
National Bank of Canada
608
National Bank of Canada
Quebec, Canada
$464K -$33.7K -361 -9%
EWA
609
Exencial Wealth Advisors
Oklahoma
$464K +$379K +4,065 New
LSPW
610
Lake Street Private Wealth
Illinois
$460K
CF
611
Cantor Fitzgerald
New York
$457K +$374K +4,007 New
NFSG
612
Newbridge Financial Services Group
Florida
$457K +$374K +4,005 New
GCM
613
Gator Capital Management
Florida
$456K
ALAM
614
Asahi Life Asset Management
Japan
$456K +$373K +4,000 New
UCFA
615
United Capital Financial Advisors
Texas
$453K -$9.33K -100 -2%
BSW
616
Buckingham Strategic Wealth
Missouri
$447K -$97.7K -1,047 -21%
IMCOOI
617
Investment Management Corp of Ontario (IMCO)
Canada
$438K -$196K -2,100 -35%
SA
618
SpiderRock Advisors
Delaware
$434K +$380K +4,069 New
KFS
619
Kaizen Financial Strategies
California
$434K
CCA
620
Checchi Capital Advisers
California
$429K -$2.61K -28 -0.7%
AGC
621
Aspen Grove Capital
Colorado
$426K
SB
622
Sunflower Bank
Texas
$426K +$2.33K +25 +0.7%
ATC
623
Argent Trust Co
Tennessee
$423K
SI
624
Stephens Inc
Arkansas
$422K +$2.15K +23 +0.6%
AC
625
ASB Consultores
Florida
$416K +$340K +3,645 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.