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Dell
DELL

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: 1,024 → 1,217 (+193)

3% more funds holding in top 10

Funds holding in top 10: 30 → 31 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$822M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$491M
3
Morgan Stanley
Morgan Stanley
New York
+$420M
4
Coatue Management
Coatue Management
New York
+$414M
5
BlackRock
BlackRock
New York
+$369M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$855M
2
Alkeon Capital Management
Alkeon Capital Management
New York
-$530M
3
Boston Partners
Boston Partners
Massachusetts
-$391M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$332M
5
Goldman Sachs
Goldman Sachs
New York
-$231M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
851
Capitol Family Office
Oregon
$318K – – –
IIM
852
InTrack Investment Management
Vermont
$317K +$308K +2,300 New
SHA
853
Seneca House Advisors
Virginia
$317K – – –
OWM
854
OneAscent Wealth Management
Alabama
$313K -$85.4K -637 -22%
SAM
855
Steinberg Asset Management
New York
$312K -$1.5M -11,182 -83%
CAM
856
Chesapeake Asset Management
New York
$310K +$938 +7 +0.3%
TCA
857
Transcend Capital Advisors
New Jersey
$310K +$301K +2,245 New
S
858
SimplyRich
California
$308K – – –
Thrivent Financial for Lutherans
859
Thrivent Financial for Lutherans
Minnesota
$307K +$298K +2,225 New
FFM
860
Forum Financial Management
Illinois
$305K +$4.83K +36 +2%
LFAS
861
Level Four Advisory Services
Texas
$304K +$296K +2,206 New
CAG
862
Csenge Advisory Group
Florida
$304K +$23.7K +177 +9%
CLOS
863
Compagnie Lombard Odier SCmA
Switzerland
$303K +$67K +500 +29%
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$293K +2,187 New
Pzena Investment Management
865
Pzena Investment Management
New York
$302K -$81.9K -611 -22%
SF
866
Symphony Financial
Texas
$300K +$1.07K +8 +0.4%
EW
867
Enzi Wealth
Texas
$300K – – –
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$300K +$291K +2,172 New
RGC
869
Roberts, Glore & Co
Illinois
$299K -$35.9K -268 -11%
JAFL
870
Jay A. Fishman Ltd
Michigan
$299K +$290K +2,165 New
HAS
871
Holland Advisory Services
Florida
$297K +$289K +2,157 New
PCIA
872
Prime Capital Investment Advisors
Kansas
$297K +$24.8K +185 +9%
FPAS
873
Focus Partners Advisor Solutions
Missouri
$295K +$287K +2,139 New
VHAM
874
Van Hulzen Asset Management
California
$294K +$286K +2,135 New
ACM
875
Allred Capital Management
Texas
$294K +$13.5K +101 +5%
33 34
35
36 37

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.