CDW icon

CDW
CDW

Overview Fund Activity

896 hedge funds and large institutions have $27.3B invested in CDW in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 355 increasing their positions, 314 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
13.03%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.25%
New
92
Increased
355
Reduced
314
Closed
78
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$306M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$855M
3
Invesco
3
Invesco
Georgia
$475M
4
CVA
4
Ceredex Value Advisors
Florida
$79.5M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$65.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$936M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37B
3
LP
3
Longview Partners
Guernsey
$595M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$657M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
476
Natixis Investment Managers International
France
$791K -$5.6K -25 -0.7%
AWM
477
AE Wealth Management
Kansas
$783K -$140K -624 -15%
SSA
478
Schonfeld Strategic Advisors
New York
$775K +$98.7K +441 +15%
CG
479
Cynosure Group
Utah
$770K +$186K +833 +32%
DWA
480
Douglass Winthrop Advisors
New York
$765K -$11.2K -50 -1%
HKIMG
481
Hutchens & Kramer Investment Management Group
Indiana
$760K -$52.6K -240 -6%
ZB
482
Zions Bancorporation
Utah
$756K -$459K -2,049 -38%
BMCM
483
Burns Matteson Capital Management
New York
$754K -$107K -476 -12%
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$751K +$227K +1,013 +43%
PAG
485
Private Advisor Group
New Jersey
$750K -$5.15K -23 -0.7%
Capstone Investment Advisors
486
Capstone Investment Advisors
New York
$747K +$247K +1,105 +50%
TPW
487
Transatlantique Private Wealth
New York
$746K -$19.3K -86 -3%
PAS
488
Park Avenue Securities
New York
$736K +$146K +651 +25%
FRM
489
Fox Run Management
Connecticut
$734K +$734K +3,280 New
BAM
490
Blueshift Asset Management
New Jersey
$732K +$732K +3,269 New
Northwestern Mutual Wealth Management
491
Northwestern Mutual Wealth Management
Wisconsin
$730K +$64K +286 +10%
FDP
492
Financiere des Professionnels
Quebec, Canada
$714K -$246K -1,122 -26%
AFCM
493
Applied Finance Capital Management
Puerto Rico
$711K +$711K +3,176 New
MAS
494
Meeder Advisory Services
Ohio
$710K +$184K +820 +35%
UCFA
495
United Capital Financial Advisors
Texas
$700K +$2.46K +11 +0.4%
Verition Fund Management
496
Verition Fund Management
Connecticut
$697K -$47.2K -211 -6%
LFAS
497
Level Four Advisory Services
Texas
$695K -$18.1K -81 -3%
NAS
498
Nicolet Advisory Services
Wisconsin
$695K +$28.2K +129 +4%
EI
499
Ellevest Inc
New York
$686K +$29.8K +133 +5%
IMCOOI
500
Investment Management Corp of Ontario (IMCO)
Canada
$678K +$201K +900 +42%
18 19
20
21 22