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900 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 341 increasing their positions, 322 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 55

67% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $52M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

5% more capital invested

Capital invested by funds: $30B → $31.6B (+$1.6B)

5% more funds holding

Funds holding: 861900 (+39)

6% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 322

6.37% less ownership

Funds ownership: 98.69%92.32% (-6.4%)

Holders
900
Holders Change
+39
Holders Change %
+4.53%
% of All Funds
12.96%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
102
Increased
341
Reduced
322
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
$211M +$3.63M +15,304 +2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$207M -$2.82M -11,854 -1%
Boston Partners
28
Boston Partners
Massachusetts
$207M +$3.6M +15,178 +2%
Bank of America
29
Bank of America
North Carolina
$206M +$49.3M +207,546 +35%
Legal & General Group
30
Legal & General Group
United Kingdom
$206M +$118K +498 +0.1%
American Century Companies
31
American Century Companies
Missouri
$198M -$16.2M -68,279 -8%
Charles Schwab
32
Charles Schwab
California
$192M +$2.56M +10,792 +1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$177M +$7.12M +29,988 +5%
UBS AM
34
UBS AM
Illinois
$168M -$1.41M -5,929 -0.9%
FMI
35
Fiduciary Management Inc
Wisconsin
$164M -$8.83M -37,187 -5%
Goldman Sachs
36
Goldman Sachs
New York
$162M +$11M +46,302 +8%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$159M +$46.5M +195,951 +46%
BG
38
Bahl & Gaynor
Ohio
$157M -$85.3K -359 -0.1%
First Trust Advisors
39
First Trust Advisors
Illinois
$149M -$10.4M -43,848 -7%
EWM
40
Evercore Wealth Management
New York
$138M +$913K +3,844 +0.7%
MIP
41
Mondrian Investment Partners
United Kingdom
$134M -$1.03M -4,331 -0.8%
Norges Bank
42
Norges Bank
Norway
$133M +$6.89M +29,000 +6%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$133M +$17.8M +75,106 +17%
FPP
44
Findlay Park Partners
United Kingdom
$124M -$24M -101,000 -17%
SI
45
Standard Investments
New York
$118M +$76.4M +321,488 +231%
HPC
46
HM Payson & Co
Maine
$114M +$2.79M +11,763 +3%
MP
47
Makaira Partners
California
$113M -$24.2M -102,071 -19%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$108M -$1.77M -7,444 -2%
MAM
49
Madison Asset Management
Wisconsin
$108M +$11.3M +47,480 +13%
ACM
50
Argent Capital Management
Missouri
$104M -$2.99M -12,579 -3%

CDW Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2024, worth a combined $31.6B — up 5.3% from $30B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new CDW positions and 55 closed out — a net gain of 47 holders — while 341 added to existing stakes and 322 trimmed.

The largest buyer was Vanguard Group, adding an estimated $170M. The largest seller was Morgan Stanley, cutting an estimated $1.67B.

  • 900 institutional investors held CDW (CDW) as of Q1 2024, up from 861 in Q4 2023.
  • Funds reported $31.6B of CDW stock for Q1 2024, up 5.3% quarter-over-quarter.
  • 102 funds opened new CDW positions in Q1 2024 and 55 closed out, a net change of +47 holders.
  • The largest CDW buyer in Q1 2024 was Vanguard Group, an estimated $170M added.
  • The largest CDW seller in Q1 2024 was Morgan Stanley, an estimated $1.67B sold.

Based on aggregated 13F filings for Q1 2024.