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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$936M
2
Morgan Stanley
Morgan Stanley
New York
$1.37B
3
LP
Longview Partners
Guernsey
$595M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$4.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
$657M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
526
HB Wealth Management
Georgia
$594K +$249K +1,111 +72%
VA
527
Vident Advisory
Georgia
$584K +$83.1K +371 +17%
QPW
528
Quantum Private Wealth
Florida
$574K – – –
FFO
529
Fiduciary Family Office
Florida
$570K – – –
LCM
530
Laurion Capital Management
New York
$570K +$570K +2,548 New
HAG
531
HighPoint Advisor Group
Illinois
$549K -$60.7K -261 -10%
TCM
532
Tributary Capital Management
Nebraska
$546K -$22.4K -100 -4%
PA
533
Procyon Advisors
Connecticut
$540K +$1.34K +6 +0.2%
MYIA
534
Mount Yale Investment Advisors
Colorado
$538K -$21.7K -97 -4%
BMC
535
Benin Management Corp
Connecticut
$537K +$537K +2,401 New
SB
536
Strategic Blueprint
Georgia
$526K -$105K -467 -17%
LA
537
Legacy Advisors
Pennsylvania
$522K +$183K +819 +54%
OWM
538
OneAscent Wealth Management
Alabama
$521K +$132K +592 +34%
FTDI
539
First Trust Direct Indexing
Massachusetts
$516K +$2.69K +12 +0.5%
SI
540
Seeds Investor
New York
$514K +$62.2K +278 +14%
SC
541
Savant Capital
Illinois
$513K -$8.28K -37 -2%
RBC
542
Romano Brothers & Co
Illinois
$511K +$170K +760 +50%
NP
543
NorthRock Partners
Minnesota
$498K +$21.3K +95 +4%
KCM
544
Kathmere Capital Management
Pennsylvania
$494K -$71.4K -319 -13%
MWM
545
Meridian Wealth Management
Kentucky
$493K +$493K +2,204 New
YIH
546
Y-Intercept (HK)
Hong Kong
$493K +$493K +2,201 New
YMRC
547
Yorktown Management & Research Company
Virginia
$492K – – –
DA
548
Drake & Associates
Wisconsin
$487K +$28.4K +127 +6%
SM
549
STF Management
Texas
$483K -$21K -94 -4%
AWM
550
Apollon Wealth Management
South Carolina
$483K -$212K -945 -30%
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