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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 %
SO
401
STRS Ohio
Ohio
$1.42M -$504K -2,251 -26%
BHCM
402
Brevan Howard Capital Management
Jersey
$1.41M +$533K +2,383 +61%
BIA
403
Benchmark Investment Advisors
Illinois
$1.4M -$58.6K -262 -4%
Nisa Investment Advisors
404
Nisa Investment Advisors
Missouri
$1.4M +$8.73K +39 +0.6%
OAC
405
OMERS Administration Corp
Ontario, Canada
$1.4M +$1.4M +6,243 New
PS
406
Pensionfund Sabic
Netherlands
$1.39M – – –
Wealth Enhancement Advisory Services
407
Wealth Enhancement Advisory Services
Minnesota
$1.39M -$9.24M -41,276 -87%
FLPIM
408
F.L. Putnam Investment Management
Massachusetts
$1.39M -$478K -2,136 -26%
HZ
409
Hixon Zuercher
Ohio
$1.37M +$98K +438 +8%
RG
410
Renaissance Group
Kentucky
$1.32M -$32.7M -145,963 -96%
RFC
411
Regions Financial Corp
Alabama
$1.31M – – –
CCM
412
Cox Capital Management
Massachusetts
$1.31M -$76.1K -340 -6%
SA
413
SRN Advisors
Pennsylvania
$1.3M – – –
CNC
414
Citizens & Northern Corp
Pennsylvania
$1.3M -$39.6K -177 -3%
NB
415
Norinchukin Bank
Japan
$1.3M +$23.3K +104 +2%
MG
416
Mather Group
Illinois
$1.3M -$177K -693 -12%
CWM
417
Connecticut Wealth Management
Connecticut
$1.3M +$12.5K +56 +1%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$36.3K +162 +3%
FCBT
419
First Citizens Bank & Trust
North Carolina
$1.3M +$23.7K +106 +2%
OWA
420
One Wealth Advisors
California
$1.3M +$41.3K +193 +3%
SA
421
Sanctuary Advisors
Indiana
$1.28M +$1.28M +5,303 New
NS
422
NBC Securities
Alabama
$1.28M +$240K +1,071 +23%
CG
423
Caprock Group
Idaho
$1.27M +$841K +3,755 +198%
BP
424
Ballentine Partners
Massachusetts
$1.26M -$20.6K -92 -2%
CTA
425
Chesley Taft & Associates
Illinois
$1.26M +$151K +675 +14%
15 16
17
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