We are live on ! Find out more

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
FIA
676
Foundations Investment Advisors
Arizona
$354K +$290K +3,105 New
EGA
677
Eagle Global Advisors
Texas
$354K
ACA
678
Aptus Capital Advisors
Alabama
$351K +$41K +439 +17%
PWP
679
Principle Wealth Partners
Connecticut
$351K
PAS
680
Park Avenue Securities
New York
$351K +$1.31K +14 +0.5%
TPW
681
Transatlantique Private Wealth
New York
$350K +$287K +3,071 New
SF
682
Summit Financial
New Jersey
$350K +$187 +2 +0.1%
Aberdeen Group
683
Aberdeen Group
United Kingdom
$346K -$3.55K -38 -1%
RWM
684
RKL Wealth Management
Pennsylvania
$345K
AAS
685
Ameritas Advisory Services
Nebraska
$343K +$274K +2,933 New
FI
686
Fosun International
China
$342K +$280K +3,000 New
FMLI
687
Fukoku Mutual Life Insurance
Japan
$339K +$277K +2,970 New
O
688
Ossiam
France
$337K -$874K -9,370 -76%
QCG
689
Quadrant Capital Group
Ohio
$336K -$17.9K -192 -6%
NSAM
690
North Star Asset Management
Wisconsin
$335K
OWM
691
OneAscent Wealth Management
Alabama
$331K -$10.4K -112 -4%
AWM
692
Avior Wealth Management
Nebraska
$329K +$269K +2,879 +71,975%
UB
693
Umpqua Bank
Oregon
$326K +$267K +2,860 New
IWC
694
Integrated Wealth Concepts
Massachusetts
$326K +$267K +2,858 New
SSWG
695
Seven Springs Wealth Group
Tennessee
$325K
GWP
696
Gateway Wealth Partners
Wisconsin
$324K -$11.7K -125 -4%
BFS
697
Bradley Foster & Sargent
Connecticut
$323K +$4.2K +45 +2%
RF
698
Robbins Farley
New Hampshire
$323K -$18.7K -200 -7%
CWP
699
CFM Wealth Partners
Texas
$321K
Pzena Investment Management
700
Pzena Investment Management
New York
$319K -$99.1K -1,062 -28%

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.