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CDW
CDW

Overview Fund Activity

886 hedge funds and large institutions have $27.6B invested in CDW in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 316 increasing their positions, 349 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
12.81%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
78
Increased
316
Reduced
349
Closed
76
Calls
$121M
Puts
$60.1M
Net Calls
+$60.8M
Net Calls Change
-$28M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$416M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$327M
3
Macquarie Group
Macquarie Group
Australia
+$242M
4
Holocene Advisors
Holocene Advisors
New York
+$172M
5
PL
Perpetual Ltd
Australia
+$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$420M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$157M
4
Lazard Asset Management
Lazard Asset Management
New York
-$155M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
501
Bleakley Financial Group
New Jersey
$690K +$31.7K +140 +5%
BWM
502
Buckley Wealth Management
Nevada
$685K +$28.1K +124 +4%
MFG
503
Merit Financial Group
Georgia
$683K -$157K -695 -19%
DTL
504
Dynamic Technology Lab
Singapore
$682K -$2.01M -8,897 -75%
RHJA
505
Rice Hall James & Associates
California
$681K -$1.36K -6 -0.2%
BC
506
Bridgefront Capital
Texas
$679K -$490K -2,166 -42%
PCMI
507
Paradigm Capital Management Inc
New York
$679K – – –
Vontobel Holding
508
Vontobel Holding
Switzerland
$676K +$17.7K +78 +3%
AWM
509
Apollon Wealth Management
South Carolina
$665K +$176K +779 +36%
UCFA
510
United Capital Financial Advisors
Texas
$664K -$43.2K -191 -6%
HKIMG
511
Hutchens & Kramer Investment Management Group
Indiana
$662K -$93K -427 -12%
DIA
512
Dana Investment Advisors
Wisconsin
$652K – – –
PAS
513
Park Avenue Securities
New York
$648K -$95.9K -424 -13%
LFA
514
Laraway Financial Advisors
Minnesota
$648K -$5.43K -24 -0.8%
MYAM
515
Meiji Yasuda Asset Management
Japan
$637K -$37.1K -164 -6%
DIM
516
Delta Investment Management
California
$605K -$226 -1 -0%
EI
517
Ellevest Inc
New York
$601K -$92.6K -409 -13%
PP
518
Prudential plc
United Kingdom
$601K – – –
S
519
SignatureFD
Georgia
$596K -$24.2K -107 -4%
OFS
520
OneAscent Financial Services
Alabama
$596K -$224K -991 -27%
QPW
521
Quantum Private Wealth
Florida
$581K – – –
DA
522
Drake & Associates
Wisconsin
$580K +$87.6K +387 +18%
WPI
523
Walter Public Investments
Canada
$579K +$579K +2,560 New
FFO
524
Fiduciary Family Office
Florida
$577K – – –
LFAS
525
Level Four Advisory Services
Texas
$575K -$9.41K -50 -2%
19 20
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