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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
TFIPS
876
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.1K +$28.9K +310 +620%
CMP
877
Coston McIsaac & Partners
Maine
$41K
CFGS
878
Concourse Financial Group Securities
Alabama
$39.4K -$3.36K -36 -9%
CT
879
Caldwell Trust
Florida
$38.8K +$1.77K +19 +6%
EC
880
EntryPoint Capital
New York
$37.8K +$27.2K +292 +749%
CA
881
Continuum Advisory
Idaho
$36.1K -$2.68M -28,766 -99%
FCAS
882
First Command Advisory Services
Texas
$35.8K -$13.6K -146 -32%
CTA
883
Colonial Trust Advisors
South Carolina
$35.7K +$6.91K +74 +31%
BCWM
884
Bartlett & Co Wealth Management
Ohio
$35.4K
BIA
885
Bell Investment Advisors
California
$35.1K +$4.67K +50 +19%
CBT
886
Central Bank & Trust
Kentucky
$34.5K +$28.2K +302 New
AGWCA
887
Annis Gardner Whiting Capital Advisors
Florida
$34.3K
GCS
888
Gordian Capital (Singapore)
Singapore
$34.2K +$28K +300 New
SIS
889
Sound Income Strategies
Florida
$33.4K
FRA
890
Front Row Advisors
California
$32.9K +$19.3K +207 +256%
AIC
891
Archer Investment Corporation
Indiana
$32.8K
HWA
892
Heritage Wealth Advisors
Virginia
$32.5K
SWA
893
SOA Wealth Advisors
New York
$32.5K +$93 +1 +0.4%
PWA
894
Provenance Wealth Advisors
Florida
$32.2K +$23.4K +251 +810%
OIA
895
Optimum Investment Advisors
Illinois
$32.1K
JEST
896
JTC Employer Solutions Trustee
Jersey
$32K
ME
897
McIlrath & Eck
Washington
$32K +$14.1K +151 +117%
AA
898
Ancora Advisors
Ohio
$31.8K
FHA
899
First Horizon Advisors
Tennessee
$31.2K -$6.25K -67 -20%
LSA
900
Leonteq Securities AG
Switzerland
$30.9K -$23K -247 -48%

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.