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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 %
VIM
426
Vinva Investment Management
Australia
$1.23M -$1.11M -4,947 -47%
SYBT
427
Stock Yards Bank & Trust
Kentucky
$1.23M -$5.6K -25 -0.5%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$10.7K -48 -0.9%
PSC
429
Portman Square Capital
United Kingdom
$1.21M +$627K +2,800 +107%
SQA
430
Simon Quick Advisors
New Jersey
$1.2M +$421K +1,881 +54%
CTC
431
Central Trust Company
Missouri
$1.19M -$386K -1,726 -25%
AIP
432
Ameritas Investment Partners
Nebraska
$1.19M -$18.1K -81 -2%
EWA
433
EP Wealth Advisors
California
$1.18M +$1.34K +6 +0.1%
O
434
Ossiam
France
$1.18M -$225K -1,006 -16%
RA
435
RiverPark Advisors
New York
$1.17M -$89.5K -400 -7%
I
436
InceptionR
California
$1.17M +$815K +3,641 +230%
TFS
437
Thoroughbred Financial Services
Tennessee
$1.16M +$1.16M +5,196 New
BC
438
Bridgefront Capital
Texas
$1.16M +$1.16M +5,166 New
UBG
439
United Bank (Georgia)
Georgia
$1.12M +$82.6K +369 +8%
PGCM
440
Prescott Group Capital Management
Oklahoma
$1.12M – – –
MC
441
Machina Capital
France
$1.11M +$1.11M +4,976 New
CIA
442
Capital Investment Advisors
Georgia
$1.1M +$181K +807 +20%
EP
443
Edgestream Partners
New Jersey
$1.1M -$734K -3,281 -40%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$1.09M -$26K -116 -2%
ASN
445
Advisory Services Network
Georgia
$1.05M -$7.61K -34 -0.7%
NG
446
Norden Group
Utah
$1.04M +$262K +1,172 +34%
CIC
447
Carnegie Investment Counsel
Ohio
$1.03M -$74.1K -331 -7%
EF
448
Empirical Finance
Pennsylvania
$972K -$73.2K -327 -7%
SIA
449
Schechter Investment Advisors
Michigan
$971K -$30.9K -138 -3%
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$970K -$19.3K -86 -2%
16 17
18
19 20