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

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$904M
2
GC
Gobi Capital
California
$2.33M
3
FMI
Fiduciary Management Inc
Wisconsin
$154M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$316M
5
Select Equity Group
Select Equity Group
New York
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
301
TownSquare Capital
Utah
$2.69M +$341K +1,501 +15%
IA
302
Icon Advisers
Colorado
$2.68M – – –
EMPI
303
Elo Mutual Pension Insurance
Finland
$2.66M +$94.6K +416 +4%
SF
304
Synovus Financial
Georgia
$2.66M -$4.53M -19,908 -63%
VPIM
305
Vanguard Personalized Indexing Management
California
$2.63M +$31.6K +139 +1%
SWP
306
Stratos Wealth Partners
Ohio
$2.62M -$413K -1,816 -14%
FNA
307
First National Advisers
Nebraska
$2.57M +$773K +3,402 +43%
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$2.57M +$2.57M +11,287 New
SAM
309
Shell Asset Management
Netherlands
$2.57M -$1.81M -7,965 -41%
RCIM
310
Red Cedar Investment Management
Michigan
$2.53M – – –
GIBU
311
Gulf International Bank (UK)
United Kingdom
$2.51M -$332K -1,461 -12%
Macquarie Group
312
Macquarie Group
Australia
$2.5M -$70.7M -311,254 -97%
Allianz Asset Management
313
Allianz Asset Management
Germany
$2.49M -$567K -2,495 -19%
Los Angeles Capital Management
314
Los Angeles Capital Management
California
$2.49M +$2.49M +10,946 New
N
315
Natixis
France
$2.47M -$8.38M -36,870 -77%
KRS
316
Kentucky Retirement Systems
Kentucky
$2.44M -$68.4K -301 -3%
Creative Planning
317
Creative Planning
Kansas
$2.43M +$285K +1,253 +13%
CANY
318
Caxton Associates (New York)
New York
$2.42M +$2.42M +10,662 New
MYAM
319
Meiji Yasuda Asset Management
Japan
$2.4M +$1.94M +8,540 +427%
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$2.35M – – –
AWM
321
AE Wealth Management
Kansas
$2.34M +$1.9M +8,279 +436%
FLPIM
322
F.L. Putnam Investment Management
Massachusetts
$2.33M -$971K -4,270 -29%
GC
323
Gobi Capital
California
$2.33M -$152M -667,967 -98%
CAM
324
Cresset Asset Management
Illinois
$2.32M +$249K +1,096 +12%
EB
325
Eastern Bank
Massachusetts
$2.3M -$187K -823 -8%
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