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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
NMIMC
451
Northwestern Mutual Investment Management Company
Wisconsin
$737K -$389 -2 -0%
RCA
452
Resonant Capital Advisors
Wisconsin
$735K +$13.4K +69 +2%
AAMU
453
APG Asset Management US
New York
$732K -$732K -3,767 -47%
AWAU
454
Alliance Wealth Advisors (Utah)
Utah
$722K +$60.2K +310 +8%
MFG
455
Merit Financial Group
Georgia
$712K +$209K +1,075 +36%
CIC
456
Carnegie Investment Counsel
Ohio
$709K -$117K -600 -13%
STA
457
Summit Trail Advisors
New York
$703K +$10.9K +56 +1%
MG
458
Mather Group
Illinois
$696K -$110K -565 -12%
VI
459
Vestcor Inc
New Brunswick, Canada
$696K -$1.04M -5,332 -57%
SWM
460
Salvus Wealth Management
New Jersey
$696K -$8.16K -42 -1%
TMAM
461
Tokio Marine Asset Management
Japan
$695K +$32.8K +169 +4%
CG
462
Caprock Group
Idaho
$695K -$234K -1,207 -23%
AC
463
Allstate Corporation
Illinois
$689K +$769K +3,961 New
PCP
464
Proficio Capital Partners
Massachusetts
$687K +$39.8K +205 +5%
ECG
465
Edge Capital Group
Georgia
$675K
NBT
466
Northwest Bank & Trust
Iowa
$666K -$9.32K -48 -1%
TFS
467
Thoroughbred Financial Services
Tennessee
$665K -$266K -1,370 -26%
1832 Asset Management
468
1832 Asset Management
Ontario, Canada
$655K -$39.7M -204,296 -98%
IMCOOI
469
Investment Management Corp of Ontario (IMCO)
Canada
$649K -$155K -800 -18%
YIH
470
Y-Intercept (HK)
Hong Kong
$647K +$61.4K +316 +9%
FT
471
Fiduciary Trust
Massachusetts
$647K -$30.9K -159 -4%
ACA
472
Atlas Capital Advisors
Wyoming
$645K -$5.83K -30 -0.8%
ACM
473
Argent Capital Management
Missouri
$641K -$5.7M -29,336 -89%
CWM
474
Centric Wealth Management
Illinois
$640K -$2.95M -15,161 -80%
NB
475
Nicolet Bankshares
Wisconsin
$639K -$6.22K -32 -0.9%

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.