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899 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, 357 increasing their positions, 314 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $136M | Put options by funds: $47M

15% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 80

14% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 314

0% less funds holding

Funds holding: 900899 (-1)

1.59% less ownership

Funds ownership: 92.32%90.73% (-1.6%)

14% less capital invested

Capital invested by funds: $31.6B → $27.3B (-$4.34B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
899
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.98%
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
357
Reduced
314
Closed
80
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Acropolis Investment Management
Missouri
$1.7M +$197K +851 +13%
Allspring Global Investments
377
Allspring Global Investments
North Carolina
$1.69M -$410K -1,769 -19%
KeyBank National Association
378
KeyBank National Association
Ohio
$1.63M -$12.3K -53 -0.7%
CHC
379
City Holding Co
West Virginia
$1.63M +$29.2K +126 +2%
CL
380
Choreo LLC
Illinois
$1.62M +$667K +2,878 +64%
AAS
381
Avantax Advisory Services
Texas
$1.6M +$542K +2,337 +48%
FC
382
FORA Capital
Florida
$1.6M +$1.66M +7,138 New
BCI
383
Brinker Capital Investments
Pennsylvania
$1.58M +$205K +882 +14%
OPS
384
Orion Portfolio Solutions
Nebraska
$1.58M +$205K +882 +14%
SA
385
SpiderRock Advisors
Delaware
$1.58M +$426K +1,838 +35%
SCTC
386
Sanibel Captiva Trust Company
Florida
$1.55M -$36.2K -156 -2%
MSFS
387
Main Street Financial Solutions
Pennsylvania
$1.54M +$150K +647 +10%
DDC
388
DF Dent & Co
Maryland
$1.53M -$134K -578 -8%
Cambridge Investment Research Advisors
389
Cambridge Investment Research Advisors
Iowa
$1.52M -$2M -8,614 -56%
DF
390
Donoghue Forlines
Massachusetts
$1.51M +$1.57M +6,767 New
NMERB
391
New Mexico Educational Retirement Board
New Mexico
$1.51M
SP
392
Symmetry Partners
Connecticut
$1.49M -$4.87K -21 -0.3%
Aviva
393
Aviva
United Kingdom
$1.49M +$343K +1,478 +29%
SRL
394
Scientech Research LLC
New Jersey
$1.48M +$1.54M +6,629 New
RI
395
Redwood Investments
Massachusetts
$1.48M -$136K -588 -8%
VWM
396
Venturi Wealth Management
Texas
$1.47M +$185K +799 +14%
Credit Agricole
397
Credit Agricole
France
$1.47M -$406K -1,752 -21%
ELI
398
Empire Life Investments
Ontario, Canada
$1.46M +$20.4K +88 +1%
DSC
399
Duncker Streett & Co
Missouri
$1.46M -$3M -12,914 -66%
VF
400
Virtu Financial
New York
$1.45M -$149K -642 -9%

CDW Hedge Fund Activity: Q2 2024 in Review

899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2024, worth a combined $27.3B — down 14% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CDW positions and 80 closed out — a net gain of 12 holders — while 357 added to existing stakes and 314 trimmed.

The largest buyer was Ameriprise, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $823M.

  • 899 institutional investors held CDW (CDW) as of Q2 2024, down from 900 in Q1 2024.
  • Funds reported $27.3B of CDW stock for Q2 2024, down 14% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q2 2024 and 80 closed out, a net change of +12 holders.
  • The largest CDW buyer in Q2 2024 was Ameriprise, an estimated $278M added.
  • The largest CDW seller in Q2 2024 was Fidelity Investments, an estimated $823M sold.

Based on aggregated 13F filings for Q2 2024.