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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
DPW
1001
DiNuzzo Private Wealth
Pennsylvania
$2.85K
HWM
1002
HighMark Wealth Management
Minnesota
$2.85K
HWP
1003
Highline Wealth Partners
California
$2.85K +$2.33K +25 New
CWC
1004
Carolinas Wealth Consulting
North Carolina
$2.63K +$2.15K +23 New
RAM
1005
Riggs Asset Management
Pennsylvania
$2.4K
GFPC
1006
Global Financial Private Client
Florida
$2.27K +$1.77K +19 New
CSC
1007
Caldwell Sutter Capital
California
$2.17K
FCT
1008
First Community Trust
Iowa
$2.17K
IWP
1009
IAG Wealth Partners
Wisconsin
$2.17K
IGWM
1010
ICA Group Wealth Management
Colorado
$2.17K
IFAM
1011
Institutional & Family Asset Management
Colorado
$1.83K
KIG
1012
Kessler Investment Group
Indiana
$1.71K
LI
1013
LRI Investments
Florida
$1.45K +$1.21K +13 New
FIA
1014
FNY Investment Advisers
New York
$1.31K +$1.07M +11,500 New
LWANC
1015
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14K
HCM
1016
Highlander Capital Management
New Jersey
$1.14K
BCA
1017
Bray Capital Advisors
Florida
$1.14K +$933 +10 New
TWD
1018
True Wealth Design
Ohio
$1.03K +$373 +4 +80%
PP
1019
PrairieView Partners
Minnesota
$1K
CSWM
1020
Cassady Schiller Wealth Management
Ohio
$799
KLWA
1021
Kelly Lawrence W & Associates
California
$799
SWM
1022
Sugarloaf Wealth Management
Georgia
$799
LFA
1023
LGT Financial Advisors
Texas
$228
LCM
1024
Logan Capital Management
Pennsylvania
$114
DWM
1025
Dogwood Wealth Management
Kansas
$3

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.