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CDW
CDW

861 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 315 increasing their positions, 299 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 67

40% more call options, than puts

Call options by funds: $82.8M | Put options by funds: $59.2M

18% more capital invested

Capital invested by funds: $25.3B → $30B (+$4.68B)

7% more funds holding

Funds holding: 807 → 861 (+54)

5.13% more ownership

Funds ownership: 93.56% → 98.69% (+5.1%)

5% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 299

16% less funds holding in top 10

Funds holding in top 10: 25 → 21 (-4)

Holders
861
Holders Change
+54
Holders Change %
+6.69%
% of All Funds
12.55%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
315
Reduced
299
Closed
67
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.49B
2
BlackRock
BlackRock
New York
+$190M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$166M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
5
First Trust Advisors
First Trust Advisors
Illinois
+$114M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$161M
2
GC
Gobi Capital
California
-$142M
3
FMI
Fiduciary Management Inc
Wisconsin
-$119M
4
JP Morgan Chase
JP Morgan Chase
New York
-$83.9M
5
Select Equity Group
Select Equity Group
New York
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
276
State of Alaska Department of Revenue
Alaska
$3.29M -$309K -1,460 -9%
Acadian Asset Management
277
Acadian Asset Management
Massachusetts
$3.22M +$1.34M +6,333 +81%
GIM
278
Groesbeck Investment Management
New Jersey
$3.21M +$11.9K +56 +0.4%
CGH
279
Crossmark Global Holdings
Texas
$3.16M +$152K +718 +5%
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
$3.11M +$874K +4,123 +43%
IGAM
281
iA Global Asset Management
Quebec, Canada
$3.07M +$2.86M +13,508 New
TBA
282
Tower Bridge Advisors
Pennsylvania
$3.07M +$53K +250 +2%
EF
283
Empowered Funds
Pennsylvania
$3.05M +$379K +1,787 +15%
SEIA
284
Signature Estate & Investment Advisors
California
$3.04M -$4.66K -22 -0.2%
Canada Pension Plan Investment Board
285
Canada Pension Plan Investment Board
Ontario, Canada
$3.03M -$5.49M -25,922 -66%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$3.01M +$261K +1,231 +10%
NA
287
Navellier & Associates
Nevada
$3M +$2.8M +13,192 New
PA
288
Profund Advisors
Maryland
$2.99M +$2.31M +10,907 +487%
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
$2.99M +$130K +613 +5%
SSA
290
Schonfeld Strategic Advisors
New York
$2.98M -$301K -1,420 -10%
AM
291
AGF Management
Ontario, Canada
$2.96M -$377K -1,781 -12%
JFG
292
Jefferies Financial Group
New York
$2.96M +$1.89M +8,936 +219%
TIM
293
Triad Investment Management
California
$2.94M +$45.6K +215 +2%
CIA
294
Compass Ion Advisors
Pennsylvania
$2.93M -$1.91K -9 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M +$2.72M +12,838 New
ET
296
Entropy Technologies
New York
$2.91M +$2.71M +12,787 New
PGAM
297
Princeton Global Asset Management
New Jersey
$2.89M +$79.5K +375 +3%
OAM
298
Ostrum Asset Management
France
$2.88M +$179K +845 +7%
SG Americas Securities
299
SG Americas Securities
New York
$2.87M +$2.13M +10,063 +391%
CWM
300
Congress Wealth Management
Massachusetts
$2.81M +$76.7K +362 +3%
10 11
12
13 14

CDW Hedge Fund Activity: Q4 2023 in Review

861 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2023, worth a combined $30B — up 18% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CDW positions and 67 closed out — a net gain of 63 holders — while 315 added to existing stakes and 299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49B. The largest seller was AllianceBernstein, cutting an estimated $161M.

  • 861 institutional investors held CDW (CDW) as of Q4 2023, up from 807 in Q3 2023.
  • Funds reported $30B of CDW stock for Q4 2023, up 18% quarter-over-quarter.
  • 130 funds opened new CDW positions in Q4 2023 and 67 closed out, a net change of +63 holders.
  • The largest CDW buyer in Q4 2023 was Morgan Stanley, an estimated $1.49B added.
  • The largest CDW seller in Q4 2023 was AllianceBernstein, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.