We are live on ! Find out more

807 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 279 increasing their positions, 311 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

31% more call options, than puts

Call options by funds: $93.7M | Put options by funds: $71.5M

9% more capital invested

Capital invested by funds: $23.1B → $25.3B (+$2.19B)

2% more funds holding

Funds holding: 791807 (+16)

0.19% less ownership

Funds ownership: 93.76%93.56% (-0.19%)

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 311

Holders
807
Holders Change
+16
Holders Change %
+2.02%
% of All Funds
12.81%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
95
Increased
279
Reduced
311
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
376
SRN Advisors
Pennsylvania
$1.28M +$41.5K +208 +3%
ZB
377
Zions Bancorporation
Utah
$1.28M +$95.1K +477 +8%
Twin Tree Management
378
Twin Tree Management
Texas
$1.28M +$1.26M +6,325 New
ELI
379
Empire Life Investments
Ontario, Canada
$1.28M -$14.4K -72 -1%
GT
380
Glenmede Trust
Pennsylvania
$1.27M -$64.9M -325,615 -98%
VWM
381
Venturi Wealth Management
Texas
$1.27M -$2.19K -11 -0.2%
AIM
382
Acropolis Investment Management
Missouri
$1.27M +$246K +1,234 +24%
MSFS
383
Main Street Financial Solutions
Pennsylvania
$1.27M -$57.2K -287 -4%
DF
384
Donoghue Forlines
Massachusetts
$1.27M +$1.25M +6,288 New
CNC
385
Citizens & Northern Corp
Pennsylvania
$1.23M -$103K -519 -8%
WJWM
386
Williams Jones Wealth Management
New York
$1.23M
HBT
387
Hills Bank & Trust
Iowa
$1.22M +$127K +637 +12%
Nisa Investment Advisors
388
Nisa Investment Advisors
Missouri
$1.21M +$150K +750 +14%
TP
389
Tranquility Partners
Tennessee
$1.21M +$36.7K +184 +3%
ASN
390
Advisory Services Network
Georgia
$1.2M -$243K -1,219 -17%
HKIMG
391
Hutchens & Kramer Investment Management Group
Indiana
$1.2M -$60.8K -305 -5%
Aviva
392
Aviva
United Kingdom
$1.2M +$150K +750 +14%
MG
393
Mather Group
Illinois
$1.18M -$32.9K -165 -3%
Cambridge Investment Research Advisors
394
Cambridge Investment Research Advisors
Iowa
$1.18M -$1.56M -7,805 -57%
OWA
395
One Wealth Advisors
California
$1.17M -$7.38K -37 -0.6%
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$1.17M +$32.9K +165 +3%
GCP
397
Garda Capital Partners
Minnesota
$1.16M +$542K +2,719 +90%
RIA
398
Realta Investment Advisors
Delaware
$1.15M
Lido Advisors
399
Lido Advisors
California
$1.12M +$49.6K +249 +5%
MLICM
400
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M -$65.4K -328 -6%

CDW Hedge Fund Activity: Q3 2023 in Review

807 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2023, worth a combined $25.3B — up 9.5% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CDW positions and 67 closed out — a net gain of 28 holders — while 279 added to existing stakes and 311 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $69.5M. The largest seller was Invesco, cutting an estimated $107M.

  • 807 institutional investors held CDW (CDW) as of Q3 2023, up from 791 in Q2 2023.
  • Funds reported $25.3B of CDW stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 95 funds opened new CDW positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest CDW buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $69.5M added.
  • The largest CDW seller in Q3 2023 was Invesco, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2023.