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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
SCM
426
Stevens Capital Management
Pennsylvania
$871K +$972K +5,003 New
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$869K -$70.3K -362 -7%
CHC
428
City Holding Co
West Virginia
$868K -$307K -1,580 -24%
FFG
429
Fortem Financial Group
California
$863K +$52.5K +270 +6%
SPA
430
Sherbrooke Park Advisers
New York
$855K +$954K +4,912 New
SQA
431
Simon Quick Advisors
New Jersey
$851K -$122K -629 -11%
P
432
&Partners
Tennessee
$850K +$203K +1,044 +27%
KeyBank National Association
433
KeyBank National Association
Ohio
$834K -$531K -2,733 -36%
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$832K -$889K -4,574 -49%
ASN
435
Advisory Services Network
Georgia
$828K +$10.1K +52 +1%
NG
436
Norden Group
Utah
$818K +$146K +751 +19%
Lazard Asset Management
437
Lazard Asset Management
New York
$792K -$4.78M -24,600 -84%
SRL
438
Scientech Research LLC
New Jersey
$789K -$528K -2,716 -37%
CTA
439
Chesley Taft & Associates
Illinois
$786K -$189K -975 -18%
MGP
440
Metis Global Partners
California
$786K +$42.9K +221 +5%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$785K -$50.3K -259 -5%
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$783K -$110K -564 -11%
SCTC
443
Sanibel Captiva Trust Company
Florida
$769K -$356K -1,832 -29%
Capstone Investment Advisors
444
Capstone Investment Advisors
New York
$767K +$155K +797 +22%
EF
445
Empirical Finance
Pennsylvania
$766K -$9.13K -47 -1%
OWA
446
One Wealth Advisors
California
$761K -$322K -1,659 -28%
1C
447
111 Capital
France
$750K +$837K +4,307 New
WSFS
448
Wilmington Savings Fund Society
Delaware
$747K -$1.36K -7 -0.2%
Nisa Investment Advisors
449
Nisa Investment Advisors
Missouri
$746K -$136K -699 -14%
EFM
450
E Fund Management
China
$743K +$203K +1,043 +32%

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.