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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
CB
1201
Chris Bulman
California
$1.66K +$1.61K +12 New
WOSD
1202
WFA of San Diego
California
$1.52K +$1.48K +11 New
BCA
1203
Bray Capital Advisors
Florida
$1.38K – – –
LWANC
1204
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38K – – –
TWD
1205
True Wealth Design
Ohio
$1.38K +$134 +1 +11%
LWCFA
1206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.07K +$1.07K +8 New
PP
1207
PrairieView Partners
Minnesota
$1K – – –
CSWM
1208
Cassady Schiller Wealth Management
Ohio
$965 – – –
KLWA
1209
Kelly Lawrence W & Associates
California
$965 – – –
SWM
1210
Sugarloaf Wealth Management
Georgia
$965 – – –
RFG
1211
RFP Financial Group
Georgia
$965 +$938 +7 New
Kayne Anderson Rudnick Investment Management
1212
Kayne Anderson Rudnick Investment Management
California
$827 +$804 +6 New
CPG
1213
Cornerstone Planning Group
New Jersey
$491 +$670 +5 New
LFA
1214
LGT Financial Advisors
Texas
$276 – – –
CC
1215
Cultivar Capital
Texas
$276 +$268 +2 New
LCM
1216
Logan Capital Management
Pennsylvania
$138 – – –
CUAMC
1217
China Universal Asset Management Company
China
$138 +$134 +1 New
EBA
1218
Eagle Bay Advisors
New York
$138 +$134 +1 New
VAMG
1219
Voisard Asset Management Group
Michigan
$138 +$134 +1 New
DWM
1220
Dogwood Wealth Management
Kansas
$4 – – –
Alyeska Investment Group
1221
Alyeska Investment Group
Illinois
– -$160M -1,403,705 Closed
AT
1222
AMF Tjänstepension
Sweden
– -$52.5M -460,185 Closed
QC
1223
Quadrature Capital
United Kingdom
– -$39.2M -343,337 Closed
ECM
1224
Engine Capital Management
New York
– -$38.4M -336,800 Closed
MC
1225
Maplelane Capital
New York
– -$34.1M -298,697 Closed
47 48
49
50 51

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.