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1,217 hedge funds and large institutions have $29.9B invested in Dell in 2024 Q2 according to their latest regulatory filings, with 297 funds opening new positions, 440 increasing their positions, 333 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 92

32% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 333

30% more capital invested

Capital invested by funds: $23B → $29.9B (+$6.85B)

19% more funds holding

Funds holding: 1,0241,217 (+193)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1.31% less ownership

Funds ownership: 68.77%67.47% (-1.3%)

14% less call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.92B

Holders
1,217
Holders Change
+193
Holders Change %
+18.85%
% of All Funds
17.58%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
297
Increased
440
Reduced
333
Closed
92
Calls
$2.52B
Puts
$2.92B
Net Calls
-$405M
Net Calls Change
-$708M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
801
Crestwood Advisors Group
Massachusetts
$389K +$378K +2,820 New
QCG
802
Quadrant Capital Group
Ohio
$389K -$16.9K -126 -4%
YCM
803
Yousif Capital Management
Michigan
$388K +$377K +2,815 New
CSS
804
Cubist Systematic Strategies
Connecticut
$386K +$375K +2,800 New
TAM
805
Tocqueville Asset Management
New York
$385K +$100K +747 +37%
SC
806
Schiavi & Co
Delaware
$383K
SFG
807
Sovereign Financial Group
Connecticut
$381K +$371K +2,766 New
LWM
808
Laidlaw Wealth Management
New York
$381K +$17.3K +129 +5%
CPIG
809
Chicago Partners Investment Group
Illinois
$381K +$62.3K +465 +15%
V
810
ViaWealth
Kansas
$380K +$369K +2,756 New
IWA
811
IBEX Wealth Advisors
New Jersey
$379K +$369K +2,751 New
SHJ
812
Sharkey, Howes & Javer
Colorado
$379K
AWM
813
Avior Wealth Management
Nebraska
$378K -$18.9K -141 -5%
CG
814
Cynosure Group
Utah
$373K +$363K +2,704 New
DC
815
Davenport & Co
Virginia
$373K +$98.3K +733 +37%
PL
816
Perpetual Ltd
Australia
$372K -$1.13M -8,423 -76%
GCIA
817
Gabelli & Co Investment Advisers
New York
$372K
CWS
818
Confluence Wealth Services
Pennsylvania
$370K +$40.2K +300 +13%
PS
819
Principal Securities
Iowa
$369K +$13K +97 +4%
WPW
820
Waldron Private Wealth
Pennsylvania
$366K
AW
821
Apricus Wealth
South Carolina
$365K -$1.24M -9,263 -78%
AO
822
Advisor OS
Illinois
$363K +$353K +2,634 New
KA
823
Kovack Advisors
Florida
$362K +$352K +2,622 New
MFA
824
Mayflower Financial Advisors
Massachusetts
$360K +$82.6K +616 +31%
OFS
825
OneAscent Financial Services
Alabama
$360K -$89.7K -669 -20%

DELL Hedge Fund Activity: Q2 2024 in Review

1,217 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q2 2024, worth a combined $29.9B — up 30% from $23B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new DELL positions and 92 closed out — a net gain of 205 holders — while 440 added to existing stakes and 333 trimmed.

The largest buyer was Capital World Investors, adding an estimated $822M. The largest seller was DZ Bank, cutting an estimated $855M.

  • 1,217 institutional investors held Dell (DELL) as of Q2 2024, up from 1,024 in Q1 2024.
  • Funds reported $29.9B of Dell stock for Q2 2024, up 30% quarter-over-quarter.
  • 297 funds opened new Dell positions in Q2 2024 and 92 closed out, a net change of +205 holders.
  • The largest Dell buyer in Q2 2024 was Capital World Investors, an estimated $822M added.
  • The largest Dell seller in Q2 2024 was DZ Bank, an estimated $855M sold.

Based on aggregated 13F filings for Q2 2024.