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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
WT
901
Washington Trust
Rhode Island
$30.6K +$6.34K +68 +34%
NCTC
902
New Covenant Trust Company
Indiana
$29.9K +$24.4K +262 New
DJSG
903
D.J. St. Germain
Massachusetts
$29.7K
MG
904
Mather Group
Illinois
$29.3K +$35.7K +383 New
EWA
905
EverSource Wealth Advisors
Alabama
$27K +$373 +4 +2%
HCP
906
Hexagon Capital Partners
Arkansas
$26.6K -$4.29K -46 -16%
TFA
907
Toth Financial Advisory
Virginia
$26.6K
MPWT
908
MassMutual Private Wealth & Trust
Connecticut
$25.4K +$7.65K +82 +58%
HFS
909
Hantz Financial Services
Michigan
$25K +$20.7K +222 New
JWA
910
JFS Wealth Advisors
Pennsylvania
$24.8K +$10.4K +111 +105%
TRCT
911
Tower Research Capital (TRC)
New York
$24.2K -$63.4K -680 -76%
BCMLT
912
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.9K +$93 +1 +0.5%
EWM
913
Evermay Wealth Management
Virginia
$23.5K
OC
914
Oakworth Capital
Alabama
$23.2K
OP
915
ORG Partners
Indiana
$23.1K -$63.7K -683 -78%
TSWM
916
Tyler-Stone Wealth Management
Ohio
$22.8K +$18.7K +200 New
SIC
917
Salem Investment Counselors
North Carolina
$22.8K -$5.5K -59 -23%
IRAG
918
Investment Research & Advisory Group
Georgia
$22.8K +$18.7K +200 New
PSB
919
Piscataqua Savings Bank
New Hampshire
$22.6K
MMG
920
Monetary Management Group
Missouri
$22.1K +$18.1K +194 New
UIA
921
Ulland Investment Advisors
Minnesota
$22K -$3.64K -39 -17%
CPA
922
Clear Point Advisors
New York
$21.5K +$93 +1 +0.5%
FFC
923
First Financial Corp
Indiana
$21.3K +$17.4K +187 New
BBHC
924
Brown Brothers Harriman & Co
New York
$21.2K
LWA
925
Lowe Wealth Advisors
Maryland
$21.1K

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.