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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
TCWA
1076
Turtle Creek Wealth Advisors
Texas
-$6.88K -90 Closed
WAM
1077
WFA Asset Management
Wisconsin
-$6.68K -87 Closed
FPFS
1078
First Personal Financial Services
North Carolina
-$5.13K -67 Closed
CIR
1079
Clear Investment Research
Georgia
-$5.05K -66 Closed
PP
1080
Paloma Partners
Connecticut
-$4.67K -61 Closed
FWM
1081
Focused Wealth Management
New York
-$3.67K -48 Closed
CPG
1082
Cornerstone Planning Group
New Jersey
-$3.6K -47 Closed
LF
1083
Lee Financial
Texas
-$3.44K -45 Closed
LPP
1084
Life Planning Partners
Florida
-$2.98K -39 Closed
FUBT
1085
First United Bank & Trust
Maryland
-$1.61K -21 Closed
RIM
1086
Rockbridge Investment Management
New York
-$1.45K -19 Closed
PWMG
1087
Private Wealth Management Group
New Jersey
-$918 -12 Closed
PS
1088
Planned Solutions
California
-$724 -9 Closed
FBC
1089
Fairfield, Bush & Co
Connecticut
-$536 -7 Closed
VNIM
1090
Vaughan Nelson Investment Management
Texas
-$1K -7 Closed
IWA
1091
IBEX Wealth Advisors
New Jersey
-$209 -3 Closed
Kayne Anderson Rudnick Investment Management
1092
Kayne Anderson Rudnick Investment Management
California
-$153 -2 Closed
EBA
1093
Eagle Bay Advisors
New York
-$77 -1 Closed

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.