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CDW
CDW

Overview Fund Activity

886 hedge funds and large institutions have $27.6B invested in CDW in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 316 increasing their positions, 349 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
12.82%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
78
Increased
316
Reduced
349
Closed
76
Calls
$121M
Puts
$60.1M
Net Calls
+$60.8M
Net Calls Change
-$28M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$416M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$332M
3
Macquarie Group
Macquarie Group
Australia
$245M
4
Holocene Advisors
Holocene Advisors
New York
$172M
5
PL
Perpetual Ltd
Australia
$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$779M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
326
Osaic Holdings
Arizona
$2.33M +$69K +305 +3%
C
327
Certuity
Florida
$2.3M +$1.36K +6 +0.1%
CIP
328
Chartwell Investment Partners
Pennsylvania
$2.27M – – –
EB
329
Eastern Bank
Massachusetts
$2.25M -$20.4K -90 -0.9%
IIM
330
INTECH Investment Management
Florida
$2.21M -$130K -576 -6%
AFA
331
Abacus FCF Advisors
Florida
$2.21M +$2.21M +9,745 New
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$2.2M +$679 +3 +0%
SIA
333
SeaBridge Investment Advisors
New Jersey
$2.15M -$2.22M -9,811 -51%
SI
334
Shaker Investments
Ohio
$2.13M +$4.53K +20 +0.2%
TC
335
TwinBeech Capital
New York
$2.12M +$2.12M +9,379 New
AR
336
Advisory Research
Illinois
$2.12M -$64K -283 -3%
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$2.12M -$800K -3,537 -27%
VI
338
Vestcor Inc
New Brunswick, Canada
$2.11M +$81.9K +362 +4%
KRS
339
Kentucky Retirement Systems
Kentucky
$2.11M -$186K -822 -8%
WJWM
340
Williams Jones Wealth Management
New York
$2.09M -$13.6K -60 -0.6%
SCM
341
Sterling Capital Management
North Carolina
$2.06M +$2.06M +9,108 New
IC
342
IEQ Capital
California
$2M -$587K -2,594 -23%
MSU
343
Mizuho Securities USA
New York
$1.96M -$385K -1,703 -16%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$1.96M -$382K -1,689 -16%
DCM
345
Decatur Capital Management
Georgia
$1.95M +$2.26K +10 +0.1%
ZIG
346
Zurich Insurance Group
Switzerland
$1.95M – – –
AFS
347
Aft Forsyth & Sober
Florida
$1.92M – – –
CS
348
Candriam SCA
Luxembourg
$1.92M – – –
HIMCH
349
Hartford Investment Management Co (HIMCO)
Connecticut
$1.91M -$45.3K -200 -2%
SEIA
350
Signature Estate & Investment Advisors
California
$1.9M -$1.05M -4,639 -36%
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