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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
SPIA
476
Steward Partners Investment Advisory
New York
$637K -$676K -3,478 -49%
AO
477
Advisor OS
Illinois
$635K +$427K +2,196 +151%
A
478
AlphaQuest
New York
$631K +$705K +3,627 New
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$615K -$1.02M -5,269 -61%
LC
480
Lindbrook Capital
California
$606K -$10.7K -55 -2%
PAG
481
Private Advisor Group
New Jersey
$605K -$45.1K -232 -6%
APG
482
Abacus Planning Group
South Carolina
$599K -$389 -2 -0.1%
SWP
483
Stratos Wealth Partners
Ohio
$597K -$782K -4,023 -54%
DWA
484
Douglass Winthrop Advisors
New York
$595K
DWM
485
Diversify Wealth Management
Utah
$592K +$196K +1,011 +46%
BAMF
486
BI Asset Management Fondsmaeglerselskab
Denmark
$591K +$203K +1,045 +45%
WPW
487
Waldron Private Wealth
Pennsylvania
$586K +$332K +1,708 +103%
Osaic Holdings
488
Osaic Holdings
Arizona
$581K -$1.35M -6,967 -68%
VA
489
Vident Advisory
Georgia
$580K +$43.1K +222 +7%
AFCM
490
Applied Finance Capital Management
Puerto Rico
$579K
NONA
491
Ninety One North America
New York
$569K -$83.1K -428 -12%
AIM
492
Acropolis Investment Management
Missouri
$565K -$592K -3,050 -48%
ETC
493
Exchange Traded Concepts
Oklahoma
$562K +$162K +834 +35%
PI
494
PGGM Investments
Netherlands
$558K -$3.95M -20,340 -86%
BFM
495
Boothbay Fund Management
New York
$553K +$618K +3,180 New
BMC
496
Benin Management Corp
Connecticut
$551K +$149K +767 +32%
UCFA
497
United Capital Financial Advisors
Texas
$546K +$39.4K +203 +7%
IA
498
IFP Advisors
Florida
$533K -$45.1K -232 -7%
NIMI
499
Natixis Investment Managers International
France
$531K -$244K -1,255 -29%
FFA
500
Florida Financial Advisors
Florida
$526K +$108K +557 +23%

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.