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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
Axa
626
Axa
France
$416K -$2.83M -30,370 -89%
MMPW
627
Mitchell McLeod Pugh & Williams
Alabama
$416K
BFA
628
Bragg Financial Advisors
North Carolina
$415K
NSEDCP
629
NJ State Employees Deferred Compensation Plan
New Jersey
$414K
IAN
630
Integrated Advisors Network
Texas
$411K +$54K +579 +19%
AC
631
Addison Capital
Pennsylvania
$411K +$336K +3,604 New
Lido Advisors
632
Lido Advisors
California
$408K +$44.2K +474 +15%
MCM
633
Manchester Capital Management
Vermont
$408K -$187 -2 -0.1%
VCA
634
Verdence Capital Advisors
Maryland
$406K -$413K -4,424 -55%
CG
635
Caprock Group
Idaho
$403K +$31.4K +336 +11%
A
636
Allianz
Germany
$403K +$329K +3,530 New
DOA
637
D'Orazio & Associates
Virginia
$402K +$1.21K +13 +0.4%
HAIM
638
Hunter Associates Investment Management
Pennsylvania
$401K -$1.31K -14 -0.4%
AssetMark Inc
639
AssetMark Inc
California
$399K +$103K +1,100 +46%
AFC
640
AFT Forsyth & Company
Florida
$398K -$3.27K -35 -1%
AWM
641
Affinity Wealth Management
Delaware
$396K
GC
642
Grimes & Company
Massachusetts
$396K -$5.69K -61 -2%
ET
643
Equitable Trust
Tennessee
$394K +$65.7K +704 +26%
LL
644
LPWM LLC
Minnesota
$394K +$298K +3,190 New
WPA
645
West Paces Advisors
Georgia
$393K +$307K +3,289 +2,136%
MAG
646
M3 Advisory Group
Massachusetts
$393K +$69.3K +743 +28%
AI
647
Atom Investors
Texas
$392K -$260K -2,784 -45%
UM
648
UniSuper Management
Australia
$388K +$140K +1,500 +79%
P
649
&Partners
Tennessee
$382K +$313K +3,352 New
FIM
650
Freedom Investment Management
Connecticut
$382K -$4.38K -47 -1%

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.