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CDW
CDW

Overview Fund Activity

858 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, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
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
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.12B
2
BlackRock
2
BlackRock
New York
$2.47B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$788M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.81B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$142M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$904M
2
GC
2
Gobi Capital
California
$2.33M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$154M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$316M
5
Select Equity Group
5
Select Equity Group
New York
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
276
Acadian Asset Management
Massachusetts
$3.22M +$1.44M +6,333 +81%
GIM
277
Groesbeck Investment Management
New Jersey
$3.21M +$12.7K +56 +0.4%
CGH
278
Crossmark Global Holdings
Texas
$3.16M +$163K +718 +5%
Robeco Institutional Asset Management
279
Robeco Institutional Asset Management
Netherlands
$3.11M +$937K +4,123 +43%
IGAM
280
iA Global Asset Management
Quebec, Canada
$3.07M +$3.07M +13,508 New
TBA
281
Tower Bridge Advisors
Pennsylvania
$3.07M +$56.8K +250 +2%
EF
282
Empowered Funds
Pennsylvania
$3.05M +$406K +1,787 +15%
SEIA
283
Signature Estate & Investment Advisors
California
$3.04M -$5K -22 -0.2%
Canada Pension Plan Investment Board
284
Canada Pension Plan Investment Board
Ontario, Canada
$3.03M -$5.89M -25,922 -66%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$3.01M +$280K +1,231 +10%
NA
286
Navellier & Associates
Nevada
$3M +$3M +13,192 New
PA
287
Profund Advisors
Maryland
$2.99M +$2.48M +10,907 +487%
BNP Paribas Asset Management
288
BNP Paribas Asset Management
France
$2.99M +$139K +613 +5%
SSA
289
Schonfeld Strategic Advisors
New York
$2.98M -$323K -1,420 -10%
AM
290
AGF Management
Ontario, Canada
$2.96M -$405K -1,781 -12%
JFG
291
Jefferies Financial Group
New York
$2.96M +$2.03M +8,936 +219%
TIM
292
Triad Investment Management
California
$2.94M +$48.9K +215 +2%
CIA
293
Compass Ion Advisors
Pennsylvania
$2.93M -$2.05K -9 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
294
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M +$2.92M +12,838 New
ET
295
Entropy Technologies
New York
$2.91M +$2.91M +12,787 New
PGAM
296
Princeton Global Asset Management
New Jersey
$2.89M +$85.2K +375 +3%
OAM
297
Ostrum Asset Management
France
$2.88M +$192K +845 +7%
SG Americas Securities
298
SG Americas Securities
New York
$2.87M +$2.29M +10,063 +391%
CWM
299
Congress Wealth Management
Massachusetts
$2.81M +$82.3K +362 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
300
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.79M +$2.57M +11,315 +1,161%
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