CDW icon

CDW
CDW

Overview Fund Activity

896 hedge funds and large institutions have $27.3B invested in CDW in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 355 increasing their positions, 314 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
13.03%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.25%
New
92
Increased
355
Reduced
314
Closed
78
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$306M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$855M
3
Invesco
3
Invesco
Georgia
$475M
4
CVA
4
Ceredex Value Advisors
Florida
$79.5M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$65.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$936M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37B
3
LP
3
Longview Partners
Guernsey
$595M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$657M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$2.55M +$244K +1,092 +11%
VCA
327
Verdence Capital Advisors
Maryland
$2.51M +$81.5K +364 +3%
OAM
328
Ostrum Asset Management
France
$2.5M -$54.8K -245 -2%
GIBU
329
Gulf International Bank (UK)
United Kingdom
$2.49M – – –
Nordea Investment Management
330
Nordea Investment Management
Sweden
$2.44M +$280K +1,245 +13%
OTPPB
331
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.42M +$610K +2,727 +34%
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$2.37M – – –
Allianz Asset Management
333
Allianz Asset Management
Germany
$2.34M +$214K +955 +10%
MSU
334
Mizuho Securities USA
New York
$2.32M +$2.32M +10,365 New
IIM
335
INTECH Investment Management
Florida
$2.32M -$2.46M -11,002 -52%
NIM
336
NEOS Investment Management
Connecticut
$2.31M +$676K +3,018 +41%
AM
337
AGF Management
Ontario, Canada
$2.28M +$204K +912 +10%
EI
338
Ethic Inc
New York
$2.27M -$172K -767 -7%
KRS
339
Kentucky Retirement Systems
Kentucky
$2.27M -$10.1K -45 -0.4%
C
340
Certuity
Florida
$2.27M +$2.27M +10,123 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$2.24M -$317K -1,462 -12%
CIP
342
Chartwell Investment Partners
Pennsylvania
$2.24M +$38.5K +172 +2%
EB
343
Eastern Bank
Massachusetts
$2.24M +$63.3K +283 +3%
Osaic Holdings
344
Osaic Holdings
Arizona
$2.24M +$888K +3,968 +66%
MWM
345
Modern Wealth Management
Kansas
$2.19M +$19.3K +86 +0.9%
Envestnet Portfolio Solutions
346
Envestnet Portfolio Solutions
Illinois
$2.17M +$141K +632 +7%
MPM
347
MBB Public Markets
Illinois
$2.16M +$2.16M +9,670 New
AR
348
Advisory Research
Illinois
$2.16M +$118K +529 +6%
SI
349
Shaker Investments
Ohio
$2.1M -$13.7K -61 -0.6%
WJWM
350
Williams Jones Wealth Management
New York
$2.08M – – –
12 13
14
15 16