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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
Caisse de Depot et Placement du Quebec (CDPQ)
301
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.79M +$2.4M +11,315 +1,161%
TC
302
TownSquare Capital
Utah
$2.69M +$318K +1,501 +15%
IA
303
Icon Advisers
Colorado
$2.68M – – –
EMPI
304
Elo Mutual Pension Insurance
Finland
$2.66M +$88.2K +416 +4%
SF
305
Synovus Financial
Georgia
$2.66M -$4.22M -19,908 -63%
VPIM
306
Vanguard Personalized Indexing Management
California
$2.63M +$29.5K +139 +1%
SWP
307
Stratos Wealth Partners
Ohio
$2.62M -$385K -1,816 -14%
FNA
308
First National Advisers
Nebraska
$2.57M +$721K +3,402 +43%
Pathstone Holdings
309
Pathstone Holdings
New Jersey
$2.57M +$2.39M +11,287 New
SAM
310
Shell Asset Management
Netherlands
$2.57M -$1.69M -7,965 -41%
RCIM
311
Red Cedar Investment Management
Michigan
$2.53M – – –
GIBU
312
Gulf International Bank (UK)
United Kingdom
$2.51M -$310K -1,461 -12%
Macquarie Group
313
Macquarie Group
Australia
$2.5M -$66M -311,254 -97%
Allianz Asset Management
314
Allianz Asset Management
Germany
$2.49M -$529K -2,495 -19%
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$2.49M +$2.32M +10,946 New
N
316
Natixis
France
$2.47M -$7.81M -36,870 -77%
KRS
317
Kentucky Retirement Systems
Kentucky
$2.44M -$63.8K -301 -3%
Creative Planning
318
Creative Planning
Kansas
$2.43M +$266K +1,253 +13%
CANY
319
Caxton Associates (New York)
New York
$2.42M +$2.26M +10,662 New
MYAM
320
Meiji Yasuda Asset Management
Japan
$2.4M +$1.81M +8,540 +427%
MSRPS
321
Maryland State Retirement & Pension System
Maryland
$2.35M – – –
AWM
322
AE Wealth Management
Kansas
$2.34M +$1.75M +8,279 +436%
FLPIM
323
F.L. Putnam Investment Management
Massachusetts
$2.33M -$905K -4,270 -29%
GC
324
Gobi Capital
California
$2.33M -$142M -667,967 -98%
CAM
325
Cresset Asset Management
Illinois
$2.32M +$232K +1,096 +12%
11 12
13
14 15

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.