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CDW
CDW

Overview Fund Activity

886 hedge funds and large institutions have $27.6B invested in CDW in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 316 increasing their positions, 349 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
12.82%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
78
Increased
316
Reduced
349
Closed
76
Calls
$121M
Puts
$60.1M
Net Calls
+$60.8M
Net Calls Change
-$28M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$416M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$332M
3
Macquarie Group
Macquarie Group
Australia
$245M
4
Holocene Advisors
Holocene Advisors
New York
$172M
5
PL
Perpetual Ltd
Australia
$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$779M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
401
Harvest Fund Management
China
$1.39M +$453K +2,002 +48%
Wealthfront Advisers
402
Wealthfront Advisers
California
$1.37M -$1.38M -6,109 -50%
BIA
403
Benchmark Investment Advisors
Illinois
$1.37M -$52K -230 -4%
OWA
404
One Wealth Advisors
California
$1.36M -$7.24K -32 -0.5%
SA
405
SpiderRock Advisors
Delaware
$1.35M -$251K -1,109 -16%
CIA
406
Capital Investment Advisors
Georgia
$1.35M +$230K +1,015 +21%
DILIC
407
Dai-ichi Life Insurance Company
Japan
$1.32M +$679K +3,000 +106%
CWM
408
Connecticut Wealth Management
Connecticut
$1.3M -$19.2K -85 -1%
SA
409
SRN Advisors
Pennsylvania
$1.28M -$37.6K -166 -3%
RFC
410
Regions Financial Corp
Alabama
$1.27M -$58.6K -259 -4%
AAM
411
Azzad Asset Management
Virginia
$1.26M +$1.26M +5,578 New
FCBT
412
First Citizens Bank & Trust
North Carolina
$1.26M -$55K -243 -4%
EWA
413
EP Wealth Advisors
California
$1.26M +$61.3K +271 +5%
RA
414
RiverPark Advisors
New York
$1.26M +$69K +305 +6%
BP
415
Ballentine Partners
Massachusetts
$1.25M -$21.7K -96 -2%
SQA
416
Simon Quick Advisors
New Jersey
$1.25M +$39.4K +174 +3%
CTA
417
Chesley Taft & Associates
Illinois
$1.24M -$30.6K -135 -2%
SYBT
418
Stock Yards Bank & Trust
Kentucky
$1.23M -$7.02K -31 -0.6%
MAM
419
Milestone Asset Management
Pennsylvania
$1.22M +$1.22M +5,399 New
AIP
420
Ameritas Investment Partners
Nebraska
$1.22M +$16.5K +73 +1%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$1.21M -$18.6K -82 -2%
DSC
422
Duncker Streett & Co
Missouri
$1.21M -$262K -1,159 -18%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$118K -522 -9%
PS
424
Pensionfund Sabic
Netherlands
$1.18M -$226K -1,000 -16%
Aviva
425
Aviva
United Kingdom
$1.18M -$329K -1,452 -22%
15 16
17
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