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CDW
CDW

Overview Fund Activity

895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.2B
2
Lazard Asset Management
Lazard Asset Management
New York
$225M
3
SI
Standard Investments
New York
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$436M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$858M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.71B
2
Capital World Investors
Capital World Investors
California
$219M
3
AllianceBernstein
AllianceBernstein
Tennessee
$817M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$75.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$774M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
326
MML Investors Services
Massachusetts
$2.48M +$39.7K +155 +2%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$2.47M +$1.54M +6,022 +165%
MIF
328
Mediolanum International Funds
Ireland
$2.46M +$2.46M +9,543 New
Allianz Asset Management
329
Allianz Asset Management
Germany
$2.43M -$373K -1,458 -13%
SI
330
Shaker Investments
Ohio
$2.42M -$10.5K -41 -0.4%
Allspring Global Investments
331
Allspring Global Investments
North Carolina
$2.38M +$531K +2,076 +29%
WJWM
332
Williams Jones Wealth Management
New York
$2.38M – – –
AM
333
AGF Management
Ontario, Canada
$2.37M -$962K -3,762 -29%
AR
334
Advisory Research
Illinois
$2.33M -$16.1K -63 -0.7%
Envestnet Portfolio Solutions
335
Envestnet Portfolio Solutions
Illinois
$2.32M +$1.19M +4,661 +105%
Wealthfront Advisers
336
Wealthfront Advisers
California
$2.29M +$779K +3,047 +52%
SPIA
337
Steward Partners Investment Advisory
New York
$2.25M +$171K +668 +8%
CPBTD
338
Central Pacific Bank - Trust Division
Hawaii
$2.23M +$2.23M +8,831 New
UFF
339
USA Financial Formulas
Michigan
$2.23M +$2.23M +8,699 New
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$2.22M -$90K -352 -4%
ZIG
341
Zurich Insurance Group
Switzerland
$2.2M – – –
SO
342
STRS Ohio
Ohio
$2.2M +$288K +1,126 +15%
AFS
343
Aft Forsyth & Sober
Florida
$2.17M – – –
CCM
344
Coldstream Capital Management
Washington
$2.17M -$83.6K -327 -4%
KAS
345
Kestra Advisory Services
Texas
$2.16M +$190K +744 +10%
Lido Advisors
346
Lido Advisors
California
$2.14M +$649K +2,538 +44%
DCM
347
Decatur Capital Management
Georgia
$2.14M -$22.3K -87 -1%
FLPIM
348
F.L. Putnam Investment Management
Massachusetts
$2.14M -$491K -1,919 -19%
EP
349
Edgestream Partners
New Jersey
$2.09M -$2.27M -8,884 -52%
OTPPB
350
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.07M +$861K +3,365 +71%
12 13
14
15 16