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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
PWM
726
Perigon Wealth Management
California
$280K +$229K +2,455 New
RGC
727
Roberts, Glore & Co
Illinois
$278K +$227K +2,435 New
NSIM
728
North Star Investment Management
Illinois
$277K
TW
729
TritonPoint Wealth
Maryland
$276K +$6.72K +72 +2%
IF
730
Intrua Financial
Texas
$275K -$50.5K -541 -18%
CT
731
Cambridge Trust
Massachusetts
$275K +$106K +1,137 +90%
BJL
732
Brighton Jones LLC
Washington
$274K -$214K -2,291 -49%
FFN
733
Focus Financial Network
Minnesota
$273K +$215K +2,303 New
PP
734
Prudential plc
United Kingdom
$272K -$1.12M -12,034 -83%
ACM
735
Alpha Capital Management
Texas
$272K +$222K +2,382 New
CWS
736
Confluence Wealth Services
Pennsylvania
$272K +$222K +2,382 New
MIM
737
Montgomery Investment Management
Maryland
$270K +$221K +2,368 New
TCOT
738
Trust Company of Toledo
Ohio
$269K -$34.2K -367 -13%
FCB
739
First County Bank
Connecticut
$266K +$218K +2,333 New
HWA
740
HCR Wealth Advisors
California
$266K +$217K +2,330 New
GRP
741
Global Retirement Partners
California
$266K +$2.8K +30 +1%
PFA
742
Professional Financial Advisors
Nebraska
$265K +$217K +2,326 New
CFO
743
Capitol Family Office
Oregon
$263K +$215K +2,309 New
AWA
744
Amplius Wealth Advisors
Pennsylvania
$263K +$215K +2,301 New
SHA
745
Seneca House Advisors
Virginia
$262K +$214K +2,295 New
S
746
SimplyRich
California
$256K +$209K +2,239 New
CAM
747
Chesapeake Asset Management
New York
$255K +$204K +2,187 +4,206%
EW
748
Enzi Wealth
Texas
$254K -$44.6K -478 -18%
SMH
749
Sanders Morris Harris
Texas
$251K +$205K +2,200 New
AIA
750
AIMZ Investment Advisors
California
$250K +$204K +2,190 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.