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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
DWM
501
Dogwood Wealth Management
Kansas
$524K +$159K +819 +37%
PCMI
502
Paradigm Capital Management Inc
New York
$522K
HWM
503
HB Wealth Management
Georgia
$520K -$77.7K -400 -12%
Vontobel Holding
504
Vontobel Holding
Switzerland
$520K
RHJA
505
Rice Hall James & Associates
California
$519K -$5.63K -29 -1%
MF
506
Magnetar Financial
Illinois
$516K +$576K +2,963 New
LFAS
507
Level Four Advisory Services
Texas
$512K -$21.8K -112 -4%
O
508
Ossiam
France
$503K -$427K -2,200 -43%
LFA
509
Laraway Financial Advisors
Minnesota
$498K
AWM
510
Apollon Wealth Management
South Carolina
$492K -$22K -113 -4%
CTC
511
Central Trust Company
Missouri
$491K -$164K -842 -23%
EC
512
EntryPoint Capital
New York
$490K +$136K +698 +33%
MAS
513
Meeder Advisory Services
Ohio
$471K -$82.8K -426 -14%
NP
514
NorthRock Partners
Minnesota
$471K +$94.6K +487 +22%
S
515
SignatureFD
Georgia
$471K +$14K +72 +3%
MYAM
516
Meiji Yasuda Asset Management
Japan
$471K -$21.4K -110 -4%
JSSH
517
J. Safra Sarasin Holding
$468K +$522K +2,687 New
PP
518
Prudential plc
United Kingdom
$462K
WPI
519
Walter Public Investments
Canada
$446K
DIM
520
Delta Investment Management
California
$443K -$24.7K -127 -5%
PTC
521
Petrus Trust Company
Texas
$438K +$488K +2,514 New
SC
522
Savant Capital
Illinois
$426K +$1.55K +8 +0.3%
HAG
523
HighPoint Advisor Group
Illinois
$423K -$33.8K -174 -7%
EI
524
Ellevest Inc
New York
$419K -$48.2K -248 -9%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$418K -$224K -1,155 -32%

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.