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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 %
CIA
351
Compass Ion Advisors
Pennsylvania
$2.05M – – –
Lido Advisors
352
Lido Advisors
California
$2.03M +$156K +697 +8%
VI
353
Vestcor Inc
New Brunswick, Canada
$2.01M +$1.1M +4,927 +122%
HIMCH
354
Hartford Investment Management Co (HIMCO)
Connecticut
$1.93M -$10.5K -47 -0.5%
ZIG
355
Zurich Insurance Group
Switzerland
$1.93M – – –
DCM
356
Decatur Capital Management
Georgia
$1.93M +$51.7K +231 +3%
AFS
357
Aft Forsyth & Sober
Florida
$1.9M – – –
CS
358
Candriam SCA
Luxembourg
$1.89M +$100K +448 +6%
SC
359
Scotia Capital
Ontario, Canada
$1.89M +$1.17M +5,205 +160%
KAS
360
Kestra Advisory Services
Texas
$1.86M -$35.4K -158 -2%
Commonwealth Equity Services
361
Commonwealth Equity Services
Massachusetts
$1.82M +$84.4K +377 +5%
SPIA
362
Steward Partners Investment Advisory
New York
$1.81M -$154K -688 -8%
ERIC
363
Eagle Rock Investment Company
Georgia
$1.81M +$18.4K +82 +1%
EBT
364
Enterprise Bank & Trust
Massachusetts
$1.79M -$7.83K -35 -0.4%
RIM
365
Rakuten Investment Management
Japan
$1.78M +$681K +3,038 +62%
CPBTD
366
Central Pacific Bank - Trust Division
Hawaii
$1.78M -$201K -897 -10%
VI
367
Versor Investments
New York
$1.76M +$36.7K +164 +2%
WI
368
WBI Investments
New Jersey
$1.75M +$1.75M +7,814 New
FBT
369
First Bankers Trust
Kentucky
$1.74M -$30.9K -138 -2%
SAM
370
Securian Asset Management
Minnesota
$1.73M -$22.4K -100 -1%
FWIA
371
Fort Washington Investment Advisors
Ohio
$1.71M – – –
KWM
372
Kingsview Wealth Management
Oregon
$1.71M +$1.71M +7,633 New
ZCI
373
Zevenbergen Capital Investments
Washington
$1.71M -$3.51M -15,670 -67%
AIM
374
Acropolis Investment Management
Missouri
$1.7M +$190K +851 +13%
Allspring Global Investments
375
Allspring Global Investments
North Carolina
$1.69M -$396K -1,769 -19%
13 14
15
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