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CDW
CDW

Overview Fund Activity

886 hedge funds and large institutions have $27.6B invested in CDW in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 316 increasing their positions, 349 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
12.82%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
78
Increased
316
Reduced
349
Closed
76
Calls
$121M
Puts
$60.1M
Net Calls
+$60.8M
Net Calls Change
-$28M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$416M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$332M
3
Macquarie Group
3
Macquarie Group
Australia
$245M
4
Holocene Advisors
4
Holocene Advisors
New York
$172M
5
PL
5
Perpetual Ltd
Australia
$158M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$445M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$779M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$196M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6.6M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
276
First National Bank of Omaha
Nebraska
$3.99M -$329K -1,456 -8%
TC
277
TownSquare Capital
Utah
$3.99M +$360K +1,589 +10%
GI
278
GLOBALT Investments
Georgia
$3.99M -$173K -764 -4%
YCM
279
Yousif Capital Management
Michigan
$3.99M -$814K -3,598 -17%
IWS
280
Insight Wealth Strategies
California
$3.96M +$122K +541 +3%
KIA
281
Knollwood Investment Advisory
Maryland
$3.95M – – –
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$3.88M -$1.75M -7,718 -31%
SCM
283
Shelton Capital Management
Colorado
$3.85M – – –
CWM
284
Centric Wealth Management
Illinois
$3.82M +$14.2K +70 +0.4%
Robeco Institutional Asset Management
285
Robeco Institutional Asset Management
Netherlands
$3.81M -$4.07K -18 -0.1%
MOACM
286
Mutual of America Capital Management
New York
$3.72M -$113K -500 -3%
AAM
287
Advisors Asset Management
Colorado
$3.71M -$506K -2,235 -12%
BNP Paribas Asset Management
288
BNP Paribas Asset Management
France
$3.63M -$101K -446 -3%
FNA
289
First National Advisers
Nebraska
$3.59M +$157K +694 +5%
CAM
290
Cresset Asset Management
Illinois
$3.53M +$474K +2,095 +15%
CWM
291
Congress Wealth Management
Massachusetts
$3.39M +$106K +468 +3%
GIS
292
Graphene Investments SAS
France
$3.35M +$339K +1,500 +11%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$3.31M +$28.5K +126 +0.9%
TI
294
Tidal Investments
Wisconsin
$3.28M -$498K -2,199 -13%
Creative Planning
295
Creative Planning
Kansas
$3.23M +$67.2K +297 +2%
Public Employees Retirement Association of Colorado
296
Public Employees Retirement Association of Colorado
Colorado
$3.12M – – –
IGAM
297
iA Global Asset Management
Quebec, Canada
$3.08M -$211K -931 -6%
GIM
298
Groesbeck Investment Management
New Jersey
$3.07M -$395K -1,747 -11%
Twin Tree Management
299
Twin Tree Management
Texas
$3.03M +$2.87M +12,669 +1,797%
PGAM
300
Princeton Global Asset Management
New Jersey
$3M +$85.8K +379 +3%
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