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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
WB
851
Webster Bank
Connecticut
$72K +$2.8K +30 +5%
PB
852
Pinnacle Bancorp
Nebraska
$71K +$22.4K +240 +63%
TH
853
TCTC Holdings
Texas
$70.6K
DMBA
854
Deseret Mutual Benefit Administrators
Utah
$68.7K +$6.07K +65 +12%
ETC
855
Exchange Traded Concepts
Oklahoma
$65.5K +$42.8K +459 +399%
GJWM
856
Gilliland Jeter Wealth Management
Arkansas
$63.2K +$51.7K +554 New
SA
857
Scarborough Advisors
Maryland
$61.2K -$52.4K -562 -51%
PWMG
858
Prestige Wealth Management Group
New Jersey
$60.4K -$5.32K -57 -10%
CCM
859
Chilton Capital Management
Texas
$59.9K
CFG
860
CKW Financial Group
Hawaii
$58K
FMTCOCP
861
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K +$1.4K +15 +3%
QPBE
862
Quintet Private Bank (Europe)
Luxembourg
$56.8K +$38.3K +411 New
CFFP
863
Center for Financial Planning
Michigan
$55.2K +$16.4K +176 +57%
FFA
864
Farther Finance Advisors
California
$54.8K +$933 +10 +2%
HI
865
Hoey Investments
Pennsylvania
$54.8K +$44.8K +480 New
Fuller & Thaler Asset Management
866
Fuller & Thaler Asset Management
California
$51.9K -$53.2K -570 -56%
CHA
867
Carmichael Hill & Associates
Maryland
$51.6K +$187 +2 +0.4%
KFI
868
Key Financial Inc
Pennsylvania
$50.4K
GEA
869
Glen Eagle Advisors
New Jersey
$49.4K
TIM
870
Tortoise Investment Management
New York
$48.6K
SAM
871
Smartleaf Asset Management
Massachusetts
$47K +$1.21K +13 +3%
JGIA
872
Jackson Grant Investment Advisers
Connecticut
$45.8K
RFA
873
Register Financial Advisors
Georgia
$45.8K +$37.4K +401 New
SOW
874
State of Wyoming
Wyoming
$43.9K -$77.4K -830 -68%
QC
875
Quent Capital
New York
$41.7K

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.