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CDW
CDW

Overview Fund Activity

895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$183M
2
Lazard Asset Management
Lazard Asset Management
New York
+$156M
3
SI
Standard Investments
New York
+$82.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$72.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.8B
2
Capital World Investors
Capital World Investors
California
-$290M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$200M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$198M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
501
Portman Square Capital
United Kingdom
$670K -$23.8K -93 -3%
CG
502
Cynosure Group
Utah
$667K +$667K +2,609 New
IAS
503
Insigneo Advisory Services
Florida
$667K +$5.88K +23 +0.9%
QPW
504
Quantum Private Wealth
Florida
$656K – – –
OFS
505
OneAscent Financial Services
Alabama
$655K +$51.6K +202 +9%
BAMF
506
BI Asset Management Fondsmaeglerselskab
Denmark
$653K +$102K +399 +19%
FFO
507
Fiduciary Family Office
Florida
$652K – – –
DFCM
508
Dark Forest Capital Management
Puerto Rico
$652K +$652K +2,548 New
TCM
509
Tributary Capital Management
Nebraska
$650K -$12.8K -50 -2%
KCM
510
Kathmere Capital Management
Pennsylvania
$646K +$47.3K +185 +8%
MYIA
511
Mount Yale Investment Advisors
Colorado
$639K -$190K -744 -23%
PA
512
Procyon Advisors
Connecticut
$616K +$1.54K +6 +0.2%
AC
513
AXQ Capital
New Jersey
$614K +$614K +2,400 New
PI
514
PineBridge Investments
New York
$602K +$70.1K +274 +13%
MAS
515
Meeder Advisory Services
Ohio
$601K +$9.21K +36 +2%
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$599K +$115K +450 +24%
SC
517
Savant Capital
Illinois
$595K +$512 +2 +0.1%
VC
518
Vestor Capital
Illinois
$589K – – –
FTDI
519
First Trust Direct Indexing
Massachusetts
$586K +$112K +436 +24%
DA
520
Duality Advisers
Florida
$584K +$584K +2,285 New
HAG
521
HighPoint Advisor Group
Illinois
$583K +$3.78K +17 +0.7%
SM
522
STF Management
Texas
$577K +$3.33K +13 +0.6%
EFM
523
E Fund Management
China
$575K -$3.33K -13 -0.6%
VA
524
Vident Advisory
Georgia
$572K +$56.5K +221 +11%
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$571K +$202K +789 +55%
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