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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
OC
526
Oppenheimer & Co
New York
$416K +$136K +701 +42%
FCG
527
Fielder Capital Group
Tennessee
$415K +$463K +2,382 New
PVI
528
Pine Valley Investments
New Jersey
$405K -$38.9K -200 -8%
BFG
529
Bleakley Financial Group
New Jersey
$404K -$142K -729 -24%
PA
530
Procyon Advisors
Connecticut
$402K -$21.6K -111 -5%
RFN
531
RDA Financial Network
Iowa
$393K +$120K +619 +38%
MYIA
532
Mount Yale Investment Advisors
Colorado
$389K -$7.96K -41 -2%
TCM
533
Tributary Capital Management
Nebraska
$388K -$23.3K -120 -5%
IAS
534
Insigneo Advisory Services
Florida
$381K -$21.4K -110 -5%
NAS
535
Nicolet Advisory Services
Wisconsin
$379K -$244K -1,258 -38%
WANY
536
Wealthspire Advisors (New York)
New York
$378K -$8.94K -46 -2%
CUAMC
537
China Universal Asset Management Company
China
$377K +$92.3K +475 +28%
WA
538
Waverly Advisors
Alabama
$374K +$417K +2,147 New
KCM
539
Kathmere Capital Management
Pennsylvania
$365K -$63.7K -328 -14%
VC
540
Vestor Capital
Illinois
$362K +$194 +1 +0%
UB
541
UMB Bank
Missouri
$359K +$29.7K +153 +8%
RG
542
Renaissance Group
Kentucky
$358K -$522K -2,689 -57%
SM
543
STF Management
Texas
$357K +$21.4K +110 +6%
WS
544
Wedbush Securities
California
$356K +$133K +687 +51%
GT
545
Greenleaf Trust
Michigan
$353K -$22.9K -118 -5%
GI
546
GAMMA Investing
California
$351K +$24.3K +125 +7%
MPCG
547
Matrix Private Capital Group
New York
$350K +$9.71K +50 +3%
WAM
548
Wolverine Asset Management
Illinois
$346K
SIM
549
Studio Investment Management
Illinois
$345K +$6.22K +32 +2%
DFCM
550
Dark Forest Capital Management
Puerto Rico
$344K -$314K -1,615 -45%

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.