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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 %
PVI
526
Pine Valley Investments
New Jersey
$572K +$89.8K +397 +19%
HNB
527
Huntington National Bank
Ohio
$566K +$93.2K +412 +20%
Two Sigma Advisers
528
Two Sigma Advisers
New York
$566K +$566K +2,500 New
QCM
529
Qsemble Capital Management
New York
$561K +$561K +2,480 New
FFA
530
Florida Financial Advisors
Florida
$558K +$71.3K +315 +15%
CCIA
531
Campbell & Co Investment Adviser
Maryland
$555K -$62.2K -275 -10%
SC
532
Savant Capital
Illinois
$551K +$33K +146 +6%
UF
533
Univest Financial
Pennsylvania
$549K +$268K +1,184 +95%
KCM
534
Kathmere Capital Management
Pennsylvania
$549K +$49.8K +220 +10%
PA
535
Procyon Advisors
Connecticut
$548K +$1.36K +6 +0.2%
BMC
536
Benin Management Corp
Connecticut
$543K – – –
IIM
537
Intact Investment Management
Quebec, Canada
$543K +$543K +2,400 New
ETC
538
Exchange Traded Concepts
Oklahoma
$543K +$183K +807 +51%
LA
539
Legacy Advisors
Pennsylvania
$542K +$14.5K +64 +3%
OWM
540
OneAscent Wealth Management
Alabama
$540K +$13.1K +58 +2%
SIA
541
Schechter Investment Advisors
Michigan
$538K -$444K -1,962 -45%
TCM
542
Tributary Capital Management
Nebraska
$532K -$20.4K -90 -4%
BAMF
543
BI Asset Management Fondsmaeglerselskab
Denmark
$531K +$188K +831 +55%
FTDI
544
First Trust Direct Indexing
Massachusetts
$521K -$453 -2 -0.1%
IAS
545
Insigneo Advisory Services
Florida
$521K -$7.69K -34 -1%
MYIA
546
Mount Yale Investment Advisors
Colorado
$515K -$29K -128 -5%
RBC
547
Romano Brothers & Co
Illinois
$503K -$13.6K -60 -3%
NP
548
NorthRock Partners
Minnesota
$502K -$1.58K -7 -0.3%
WANY
549
Wealthspire Advisors (New York)
New York
$502K +$502K +2,219 New
NA
550
NewEdge Advisors
Louisiana
$502K -$171K -757 -25%
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