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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$170M +$7.9M +40,666 +4%
Legal & General Group
27
Legal & General Group
United Kingdom
$168M -$1.49M -7,670 -0.8%
UBS AM
28
UBS AM
Illinois
$163M +$23.9M +123,107 +15%
Goldman Sachs
29
Goldman Sachs
New York
$161M -$22M -113,101 -11%
AllianceBernstein
30
AllianceBernstein
Tennessee
$160M -$340M -1,749,492 -66%
Capital World Investors
31
Capital World Investors
California
$149M +$971 +5 +0%
Norges Bank
32
Norges Bank
Norway
$145M +$39.4M +202,915 +32%
Holocene Advisors
33
Holocene Advisors
New York
$142M +$10.1M +52,166 +7%
PL
34
Perpetual Ltd
Australia
$139M +$19.8M +102,004 +15%
Charles Schwab
35
Charles Schwab
California
$139M +$4.2M +21,618 +3%
MIP
36
Mondrian Investment Partners
United Kingdom
$138M +$24.5M +126,106 +22%
Ameriprise
37
Ameriprise
Minnesota
$133M -$114M -584,546 -43%
MAM
38
Madison Asset Management
Wisconsin
$131M +$48.6M +250,125 +50%
MIA
39
Madison Investment Advisors
Wisconsin
$131M +$146M +752,677 New
First Trust Advisors
40
First Trust Advisors
Illinois
$129M +$31.1M +160,089 +27%
FMI
41
Fiduciary Management Inc
Wisconsin
$127M +$28.4M +146,273 +25%
SI
42
Standard Investments
New York
$119M +$25.3M +130,000 +23%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$106M +$2.15M +11,048 +2%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$106M +$118M +607,360 New
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$101M +$88.7M +456,510 +370%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$100M -$1.89M -9,749 -2%
Bank of America
47
Bank of America
North Carolina
$98M -$103M -528,655 -48%
Deutsche Bank
48
Deutsche Bank
Germany
$93.1M +$36.9M +189,963 +55%
EWM
49
Evercore Wealth Management
New York
$91.2M -$2.34M -12,051 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$81.9M +$15.3M +78,576 +20%

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.