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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
GIM
326
Groesbeck Investment Management
New Jersey
$2.24M -$136K -700 -5%
FBT
327
First Bankers Trust
Kentucky
$2.21M +$899K +4,630 +57%
MSU
328
Mizuho Securities USA
New York
$2.2M +$771K +3,968 +46%
PA
329
Profund Advisors
Maryland
$2.15M +$102K +524 +4%
HBT
330
Hills Bank & Trust
Iowa
$2.15M +$27.2K +140 +1%
CG
331
Cynosure Group
Utah
$2.13M +$147K +757 +7%
Wealth Enhancement Advisory Services
332
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$1.03M +5,301 +80%
DC
333
Davenport & Co
Virginia
$2.06M +$2.07M +10,633 +839%
IA
334
Icon Advisers
Colorado
$2.05M
OBAM
335
ODDO BHF Asset Management
France
$2.01M +$841K +4,328 +60%
OPERF
336
Oregon Public Employees Retirement Fund
Oregon
$1.99M +$1.94K +10 +0.1%
Nordea Investment Management
337
Nordea Investment Management
Sweden
$1.97M +$76.7K +395 +4%
GCP
338
GSA Capital Partners
United Kingdom
$1.93M +$2.15M +11,078 New
SF
339
Synovus Financial
Georgia
$1.93M -$123K -633 -5%
MWM
340
Modern Wealth Management
Kansas
$1.92M +$135K +695 +7%
QIM
341
Quantitative Investment Management
Virginia
$1.92M +$2.15M +11,050 New
AR
342
Advisory Research
Illinois
$1.91M +$313K +1,610 +17%
TRCT
343
Tower Research Capital (TRC)
New York
$1.88M +$871K +4,484 +71%
N
344
Numerai
California
$1.84M +$2.06M +10,600 New
SLAM
345
Swiss Life Asset Management
$1.83M +$190K +979 +10%
GIBU
346
Gulf International Bank (UK)
United Kingdom
$1.83M -$22.3K -115 -1%
CGH
347
Crossmark Global Holdings
Texas
$1.79M -$60.6K -312 -3%
ECM
348
ExodusPoint Capital Management
New York
$1.78M -$175K -901 -8%
AF
349
Avanza Fonder
Sweden
$1.72M +$1.92M +9,896 New
AI
350
Atria Investments
North Carolina
$1.67M -$2.17M -11,151 -54%

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.