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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
SCM
301
Shelton Capital Management
Colorado
$2.91M -$63.9K -329 -2%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$2.89M +$387K +1,991 +14%
FNBOO
303
First National Bank of Omaha
Nebraska
$2.89M -$208K -1,070 -6%
PEAK6
304
PEAK6
Illinois
$2.88M +$3.22M +16,566 New
FNA
305
First National Advisers
Nebraska
$2.84M +$87.8K +452 +3%
MOACM
306
Mutual of America Capital Management
New York
$2.78M -$94.2K -485 -3%
Nomura Holdings
307
Nomura Holdings
Japan
$2.77M +$861K +4,431 +39%
Lido Advisors
308
Lido Advisors
California
$2.7M -$5.31M -27,316 -64%
CWM
309
Congress Wealth Management
Massachusetts
$2.68M +$74.8K +385 +3%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$2.67M -$3.79M -19,516 -56%
AAM
311
Advisors Asset Management
Colorado
$2.67M -$203K -1,045 -6%
AS
312
Aware Super
Australia
$2.66M +$2.97M +15,263 New
SOADOR
313
State of Alaska Department of Revenue
Alaska
$2.64M -$1.28M -6,565 -30%
IGAM
314
iA Global Asset Management
Quebec, Canada
$2.62M +$274K +1,408 +10%
NIM
315
NEOS Investment Management
Connecticut
$2.57M +$485K +2,499 +20%
OQS
316
Occudo Quantitative Strategies
Florida
$2.55M +$1.91M +9,840 +206%
BNP Paribas Asset Management
317
BNP Paribas Asset Management
France
$2.53M -$295K -1,516 -9%
EMPI
318
Elo Mutual Pension Insurance
Finland
$2.51M +$494K +2,543 +21%
VPIM
319
Vanguard Personalized Indexing Management
California
$2.41M +$149K +766 +6%
Allianz Asset Management
320
Allianz Asset Management
Germany
$2.4M +$612K +3,150 +30%
ZIG
321
Zuckerman Investment Group
Illinois
$2.37M -$9.36M -48,163 -80%
BMSSC
322
B. Metzler seel. Sohn & Co
Germany
$2.29M -$11.9M -61,412 -82%
Public Employees Retirement Association of Colorado
323
Public Employees Retirement Association of Colorado
Colorado
$2.28M -$126K -647 -5%
CC
324
Centiva Capital
New York
$2.28M +$2.16M +11,136 +564%
CCIA
325
Campbell & Co Investment Adviser
Maryland
$2.25M +$2.03M +10,463 +426%

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.