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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
NB
376
Norinchukin Bank
Japan
$1.28M +$118K +606 +9%
FWIA
377
Fort Washington Investment Advisors
Ohio
$1.27M -$57.7K -297 -4%
MSRPS
378
Maryland State Retirement & Pension System
Maryland
$1.25M -$99.8K -514 -7%
SAM
379
Securian Asset Management
Minnesota
$1.24M -$41.4K -213 -3%
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$1.22M +$61.6K +317 +5%
CL
381
Choreo LLC
Illinois
$1.22M -$148K -763 -10%
LOAMU
382
Lombard Odier Asset Management (USA)
New York
$1.21M +$1.35M +6,945 New
DDC
383
DF Dent & Co
Maryland
$1.2M +$6.8K +35 +0.5%
GT
384
Glenmede Trust
Pennsylvania
$1.18M -$23.9M -123,244 -95%
RI
385
Redwood Investments
Massachusetts
$1.17M +$6.22K +32 +0.5%
PS
386
Pensionfund Sabic
Netherlands
$1.17M +$291K +1,500 +29%
MSFS
387
Main Street Financial Solutions
Pennsylvania
$1.17M -$20K -103 -2%
MFS
388
Mirabella Financial Services
United Kingdom
$1.16M +$1.3M +6,689 New
CNC
389
Citizens & Northern Corp
Pennsylvania
$1.15M +$36.3K +187 +3%
RBC
390
Romano Brothers & Co
Illinois
$1.13M +$831K +4,280 +193%
AIM
391
Achmea Investment Management
Netherlands
$1.12M -$282K -1,452 -18%
VI
392
Versor Investments
New York
$1.11M +$1.24M +6,400 New
AC
393
Annandale Capital
Texas
$1.11M
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$1.1M -$38.9K -200 -3%
AAS
395
Avantax Advisory Services
Texas
$1.1M -$243K -1,251 -17%
CIG
396
CCM Investment Group
Minnesota
$1.1M +$1.23M +6,334 New
SAM
397
Shell Asset Management
Netherlands
$1.09M -$67.8K -349 -5%
WJWM
398
Williams Jones Wealth Management
New York
$1.08M -$583K -3,000 -32%
SDIC
399
South Dakota Investment Council
South Dakota
$1.07M +$1.01M +5,200 +534%
Wolverine Trading
400
Wolverine Trading
Illinois
$1.07M +$1M +5,160 +503%

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.