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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B -$91.8M -983,729 -6%
BlackRock
2
BlackRock
New York
$1.45B +$38.2M +409,842 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B +$156M +1,667,212 +15%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$891M -$58M -621,967 -7%
Boston Partners
5
Boston Partners
Massachusetts
$882M -$174M -1,865,379 -19%
DZ Bank
6
DZ Bank
Germany
$846M +$345M +3,700,715 +100%
Morgan Stanley
7
Morgan Stanley
New York
$837M -$215M -2,307,658 -24%
Capital World Investors
8
Capital World Investors
California
$836M +$684M +7,325,793 New
Alkeon Capital Management
9
Alkeon Capital Management
New York
$616M +$37.3M +400,000 +8%
Goldman Sachs
10
Goldman Sachs
New York
$611M -$191M -2,047,480 -28%
LSV Asset Management
11
LSV Asset Management
Illinois
$578M -$58.2M -623,362 -11%
State Street
12
State Street
Massachusetts
$491M +$5.17M +55,451 +1%
Coatue Management
13
Coatue Management
New York
$482M +$394M +4,220,918 New
Bank of America
14
Bank of America
North Carolina
$440M +$153M +1,644,480 +74%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$374M +$55.7M +596,549 +22%
Invesco
16
Invesco
Georgia
$347M +$199M +2,132,804 +234%
JP Morgan Chase
17
JP Morgan Chase
New York
$345M +$56.7M +607,360 +25%
Millennium Management
18
Millennium Management
New York
$283M +$72.8M +780,444 +46%
Ameriprise
19
Ameriprise
Minnesota
$265M -$94.4M -1,011,263 -30%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$262M +$117M +1,250,166 +120%
DekaBank Deutsche Girozentrale
21
DekaBank Deutsche Girozentrale
Germany
$251M +$94.4M +1,011,512 +83%
AQR Capital Management
22
AQR Capital Management
Connecticut
$239M -$105M -1,124,430 -35%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$194M +$69.2M +742,106 +77%
Charles Schwab
24
Charles Schwab
California
$188M +$9.06M +97,136 +6%
Northern Trust
25
Northern Trust
Illinois
$171M +$23.3M +250,118 +20%

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.