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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
AFT
801
Alpha Family Trust
California
$204K +$167K +1,790 New
PA
802
PFG Advisors
Arizona
$204K +$166K +1,783 New
AWM
803
Aprio Wealth Management
Georgia
$202K +$166K +1,774 New
VVP
804
Venture Visionary Partners
Ohio
$202K +$165K +1,768 New
AWA
805
Arkadios Wealth Advisors
Georgia
$201K +$165K +1,765 New
IA
806
IFP Advisors
Florida
$198K -$853K -9,141 -84%
CLOS
807
Compagnie Lombard Odier SCmA
Switzerland
$194K -$93.3K -1,000 -37%
RS
808
Rakuten Securities
Japan
$187K +$147K +1,578 +2,587%
SOAMC
809
Spirit of America Management Corp
New York
$185K
VA
810
Verdad Advisers
Massachusetts
$184K +$151K +1,614 New
BFEC
811
Benjamin F. Edwards & Company
Missouri
$183K +$137K +1,469 +1,113%
GC
812
Globeflex Capital
California
$182K
BHWM
813
Bay Harbor Wealth Management
Maryland
$175K -$746 -8 -0.5%
TFGT
814
TS Financial Group (TSFG)
Illinois
$170K -$1.12K -12 -0.8%
AF
815
Advisornet Financial
Minnesota
$160K +$2.15K +23 +2%
MWM
816
Mission Wealth Management
California
$158K +$129K +1,383 New
TAM
817
Tucker Asset Management
Colorado
$155K +$114K +1,222 +886%
WTC
818
WhitTier Trust Company
Nevada
$152K -$933 -10 -0.7%
QT
819
Quantbot Technologies
New York
$144K -$190K -2,038 -62%
HPC
820
HM Payson & Co
Maine
$143K
GIA
821
GHP Investment Advisors
Colorado
$139K -$1.77K -19 -2%
HWA
822
HHM Wealth Advisors
Tennessee
$134K
FFWA
823
FRG Family Wealth Advisors
Washington
$131K +$98K +1,050 New
UB
824
UMB Bank
Missouri
$129K -$35K -375 -25%
CT
825
Clearstead Trust
Maine
$127K +$467 +5 +0.5%

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.