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Dell
DELL

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: 19 → 30 (+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: 842 → 1,024 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$684M
2
Coatue Management
Coatue Management
New York
+$394M
3
DZ Bank
DZ Bank
Germany
+$345M
4
Invesco
Invesco
Georgia
+$199M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M

Top Sellers

Rank Fund Capital Flow
1
MSDF
Michael & Susan Dell Foundation
New York
-$484M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$365M
3
Citadel Advisors
Citadel Advisors
Florida
-$252M
4
Morgan Stanley
Morgan Stanley
New York
-$215M
5
Goldman Sachs
Goldman Sachs
New York
-$191M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
751
Scotia Capital
Ontario, Canada
$249K +$204K +2,182 New
FFM
752
Forum Financial Management
Illinois
$248K +$203K +2,177 New
CFO
753
Collective Family Office
Pennsylvania
$248K -$56K -600 -22%
IAIM
754
International Assets Investment Management
Florida
$248K +$194K +2,074 New
SWM
755
Spire Wealth Management
Virginia
$247K -$34.3K -368 -15%
SF
756
Symphony Financial
Texas
$245K +$200K +2,147 New
RMCM
757
Reynders McVeigh Capital Management
Massachusetts
$243K +$199K +2,128 New
APW
758
Austin Private Wealth
Texas
$243K +$176K +1,886 New
TAM
759
Trust Asset Management
Texas
$240K +$196K +2,100 New
New York State Common Retirement Fund
760
New York State Common Retirement Fund
New York
$239K – – –
CIA
761
Concurrent Investment Advisors
Florida
$239K +$195K +2,095 New
GL
762
Graypoint LLC
New York
$238K +$195K +2,086 New
SP
763
Symmetry Partners
Connecticut
$238K +$195K +2,086 New
RIM
764
Rakuten Investment Management
Japan
$237K +$177K +1,894 +1,029%
GVAG
765
Great Valley Advisor Group
Delaware
$236K +$193K +2,070 New
PVI
766
Pine Valley Investments
New Jersey
$235K +$192K +2,057 New
TAM
767
Tocqueville Asset Management
New York
$233K -$105K -1,121 -35%
ISWM
768
Independent Solutions Wealth Management
New York
$232K +$190K +2,036 New
EFS
769
Essex Financial Services
Connecticut
$232K +$190K +2,033 New
ACM
770
Allred Capital Management
Texas
$232K +$190K +2,031 New
CAG
771
Csenge Advisory Group
Florida
$231K +$189K +2,027 New
BTW
772
Boston Trust Walden
Massachusetts
$231K +$189K +2,026 New
JWM
773
Jeppson Wealth Management
California
$231K +$189K +2,022 New
AWM
774
Ameliora Wealth Management
Switzerland
$228K +$187K +2,000 New
CCM
775
Conway Capital Management
California
$228K +$187K +2,000 New
29 30
31
32 33

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.