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899 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, 357 increasing their positions, 314 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $136M | Put options by funds: $47M

15% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 80

14% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 314

0% less funds holding

Funds holding: 900899 (-1)

1.59% less ownership

Funds ownership: 92.32%90.73% (-1.6%)

14% less capital invested

Capital invested by funds: $31.6B → $27.3B (-$4.34B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
899
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.98%
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
357
Reduced
314
Closed
80
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
551
STF Management
Texas
$483K -$21.8K -94 -4%
AWM
552
Apollon Wealth Management
South Carolina
$483K -$219K -945 -30%
IAS
553
Insigneo Advisory Services
Florida
$483K -$63.3K -273 -10%
FFA
554
Florida Financial Advisors
Florida
$482K +$133K +574 +36%
MCM
555
MAI Capital Management
Ohio
$481K +$7.19K +31 +1%
RCA
556
Roberts Capital Advisors
Colorado
$477K
PVI
557
Pine Valley Investments
New Jersey
$477K +$19.7K +85 +4%
RJT
558
Raymond James Trust
Florida
$473K +$53.8K +232 +12%
GT
559
Greenleaf Trust
Michigan
$473K +$7.65K +33 +2%
HNB
560
Huntington National Bank
Ohio
$467K -$5.33K -23 -1%
VC
561
Vestor Capital
Illinois
$465K -$52.2K -225 -10%
SEM
562
Suncoast Equity Management
Florida
$464K +$17.4K +75 +4%
GT
563
Glenview Trust
Kentucky
$463K -$10.9K -47 -2%
UWS
564
Unique Wealth Strategies
Illinois
$460K
CAS
565
CTC Alternative Strategies
Illinois
$448K +$464K +2,000 New
PP
566
Paloma Partners
Connecticut
$445K +$462K +1,990 New
QCG
567
Quadrant Capital Group
Ohio
$445K +$24.4K +105 +6%
WAM
568
Wolverine Asset Management
Illinois
$445K
CRA
569
Clear Rock Advisors
Texas
$444K
1WA
570
180 Wealth Advisors
Washington
$443K +$459K +1,981 New
WWP
571
Walden Wealth Partners
Ohio
$442K
JFL
572
Jarislowsky, Fraser Ltd
Quebec, Canada
$436K
NP
573
Nilsine Partners
Colorado
$435K +$36.4K +157 +9%
SVWAG
574
Sound View Wealth Advisors Group
Georgia
$433K
HI
575
Horizon Investments
North Carolina
$433K +$6.26K +27 +1%

CDW Hedge Fund Activity: Q2 2024 in Review

899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2024, worth a combined $27.3B — down 14% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CDW positions and 80 closed out — a net gain of 12 holders — while 357 added to existing stakes and 314 trimmed.

The largest buyer was Ameriprise, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $823M.

  • 899 institutional investors held CDW (CDW) as of Q2 2024, down from 900 in Q1 2024.
  • Funds reported $27.3B of CDW stock for Q2 2024, down 14% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q2 2024 and 80 closed out, a net change of +12 holders.
  • The largest CDW buyer in Q2 2024 was Ameriprise, an estimated $278M added.
  • The largest CDW seller in Q2 2024 was Fidelity Investments, an estimated $823M sold.

Based on aggregated 13F filings for Q2 2024.