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852 hedge funds and large institutions have $21.5B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 277 increasing their positions, 363 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 91.87%92.53% (+0.67%)

5% less funds holding

Funds holding: 893852 (-41)

14% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $81.2M

18% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 136

23% less capital invested

Capital invested by funds: $27.7B → $21.5B (-$6.24B)

24% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
852
Holders Change
-41
Holders Change %
-4.59%
% of All Funds
11.22%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
111
Increased
277
Reduced
363
Closed
136
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
276
New York Life Investment Management
New York
$3.46M +$2.33K +12 +0.1%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$3.45M -$13.5M -69,642 -78%
IWS
278
Insight Wealth Strategies
California
$3.44M +$442K +2,275 +13%
PFSRSONJ
279
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.4M +$3.79M +19,533 New
HTIM
280
Harbour Trust & Investment Management
Indiana
$3.38M -$286K -1,470 -7%
SAA
281
Southeast Asset Advisors
Georgia
$3.36M -$1.65M -8,499 -31%
BBVA
282
Banco Bilbao Vizcaya Argentaria
Spain
$3.29M -$312K -1,607 -8%
RC
283
RBF Capital
California
$3.23M
Teacher Retirement System of Texas
284
Teacher Retirement System of Texas
Texas
$3.22M -$3.76M -19,330 -51%
Robeco Institutional Asset Management
285
Robeco Institutional Asset Management
Netherlands
$3.21M +$316K +1,629 +10%
SCM
286
Seascape Capital Management
New Hampshire
$3.21M -$188K -968 -5%
SFA
287
Sequoia Financial Advisors
Ohio
$3.2M -$152K -781 -4%
Pacer Advisors
288
Pacer Advisors
Pennsylvania
$3.18M -$76K -391 -2%
TI
289
Tidal Investments
Wisconsin
$3.13M +$685K +3,524 +24%
TBA
290
Tower Bridge Advisors
Pennsylvania
$3.12M -$75.4K -388 -2%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$3.12M -$1.91M -9,853 -35%
EF
292
Empowered Funds
Pennsylvania
$3.11M -$783K -4,030 -18%
TFA
293
Toth Financial Advisory
Virginia
$3.06M -$235K -1,211 -6%
KIA
294
Knollwood Investment Advisory
Maryland
$3.03M
GIS
295
Graphene Investments SAS
France
$3.03M +$505K +2,600 +18%
YCM
296
Yousif Capital Management
Michigan
$3.02M -$58.1K -299 -2%
FHB
297
First Hawaiian Bank
Hawaii
$3M -$529K -2,725 -14%
LSERS
298
Louisiana State Employees Retirement System
Louisiana
$2.94M -$155K -800 -5%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$2.94M +$1.07M +5,500 +48%
Creative Planning
300
Creative Planning
Kansas
$2.93M +$497K +2,556 +18%

CDW Hedge Fund Activity: Q4 2024 in Review

852 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2024, worth a combined $21.5B — down 23% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of CDW and 111 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 277 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $422M.

  • 852 institutional investors held CDW (CDW) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $21.5B of CDW stock for Q4 2024, down 23% quarter-over-quarter.
  • 111 funds opened new CDW positions in Q4 2024 and 136 closed out, a net change of -25 holders.
  • The largest CDW buyer in Q4 2024 was D.E. Shaw & Co, an estimated $354M added.
  • The largest CDW seller in Q4 2024 was Fidelity Investments, an estimated $422M sold.

Based on aggregated 13F filings for Q4 2024.