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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
EWA
651
EP Wealth Advisors
California
$382K +$312K +3,346 New
OIA
652
OneDigital Investment Advisors
Kansas
$382K -$197K -2,110 -39%
MC
653
Moors & Cabot
Massachusetts
$381K -$8.68K -93 -3%
SAM
654
Silvercrest Asset Management
New York
$381K
PTC
655
Petrus Trust Company
Texas
$379K +$310K +3,325 New
HCA
656
Harbour Capital Advisors
Virginia
$378K
ONB
657
Old National Bancorp
Indiana
$374K -$183K -1,964 -37%
OFS
658
OneAscent Financial Services
Alabama
$374K -$44.1K -473 -13%
BIM
659
Baldwin Investment Management
Pennsylvania
$371K +$304K +3,253 New
CDH
660
Charles D. Hyman
$371K
SWS
661
SYSTM Wealth Solutions
Illinois
$370K -$84.8K -909 -22%
FAM
662
Formidable Asset Management
Ohio
$369K +$302K +3,235 New
CPIG
663
Chicago Partners Investment Group
Illinois
$367K +$1.12K +12 +0.4%
MC
664
Maverick Capital
Texas
$367K +$300K +3,212 New
CICI
665
Capital Investment Counsel Inc
North Carolina
$365K -$261K -2,799 -47%
WC
666
Wexford Capital
Florida
$364K +$298K +3,194 New
HWM
667
HB Wealth Management
Georgia
$364K -$2.15K -23 -0.7%
Bank Julius Baer & Co
668
Bank Julius Baer & Co
Switzerland
$362K -$187 -2 -0.1%
Fisher Asset Management
669
Fisher Asset Management
Washington
$360K +$33.2K +356 +13%
AA
670
Addison Advisors
Vermont
$360K +$6.07K +65 +2%
HMS
671
Hanseatic Management Services
New Mexico
$360K +$22.6K +242 +8%
FFM
672
Fullerton Fund Management
Singapore
$359K +$293K +3,144 New
GIA
673
Gladstone Institutional Advisory
Florida
$356K +$291K +3,121 New
FTDI
674
First Trust Direct Indexing
Massachusetts
$356K -$64K -686 -18%
BL
675
Balentine LLC
Georgia
$355K -$26.3K -282 -8%

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.