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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
+$327M
3
Macquarie Group
Macquarie Group
Australia
+$242M
4
Holocene Advisors
Holocene Advisors
New York
+$172M
5
PL
Perpetual Ltd
Australia
+$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$420M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$157M
4
Lazard Asset Management
Lazard Asset Management
New York
-$155M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
451
Engineers Gate Manager
New York
$972K +$27.8K +123 +3%
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$958K -$9.51K -42 -1%
RCA
453
Resonant Capital Advisors
Wisconsin
$940K -$24K -106 -2%
ORI
454
Oak Ridge Investments
Illinois
$931K -$20.1K -89 -2%
ZB
455
Zions Bancorporation
Utah
$931K +$166K +735 +22%
SWM
456
Salvus Wealth Management
New Jersey
$914K -$2.26K -10 -0.2%
Fiera Capital (Canada)
457
Fiera Capital (Canada)
Quebec, Canada
$906K -$3.67M -16,206 -80%
STA
458
Summit Trail Advisors
New York
$902K +$45K +199 +5%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$895K -$86K -380 -9%
NG
460
Norden Group
Utah
$894K -$159K -704 -15%
MCM
461
Manchester Capital Management
Vermont
$894K +$11.1K +49 +1%
P
462
&Partners
Tennessee
$882K +$246K +1,090 +39%
ECG
463
Edge Capital Group
Georgia
$877K – – –
FT
464
Fiduciary Trust
Massachusetts
$877K +$459K +2,027 +110%
TP
465
Tranquility Partners
Tennessee
$872K -$18.1K -80 -2%
AWAU
466
Alliance Wealth Advisors (Utah)
Utah
$869K +$64.3K +284 +8%
NBT
467
Northwest Bank & Trust
Iowa
$868K -$1.36K -6 -0.2%
NW
468
NewEdge Wealth
Pennsylvania
$867K -$1.36K -6 -0.2%
TMAM
469
Tokio Marine Asset Management
Japan
$866K +$20.8K +92 +2%
ET
470
Entropy Technologies
New York
$857K +$253K +1,120 +42%
PCP
471
Proficio Capital Partners
Massachusetts
$847K -$58.2K -257 -6%
ACA
472
Atlas Capital Advisors
Wyoming
$846K +$21.7K +96 +3%
PAG
473
Private Advisor Group
New Jersey
$839K +$81.2K +359 +11%
NB
474
Nicolet Bankshares
Wisconsin
$839K -$36.2K -160 -4%
NONA
475
Ninety One North America
New York
$836K +$836K +3,696 New
17 18
19
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