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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 %
RJT
551
Raymond James Trust
Florida
$497K +$19.2K +85 +4%
DWM
552
Dogwood Wealth Management
Kansas
$497K +$294K +1,301 +146%
SI
553
Seeds Investor
New York
$490K -$29.6K -131 -6%
GT
554
Greenleaf Trust
Michigan
$486K +$8.15K +36 +2%
DWM
555
Diversify Wealth Management
Utah
$483K +$69K +317 +17%
EC
556
EntryPoint Capital
New York
$480K +$432K +1,909 +909%
NED
557
Nancy E. Dempze
$475K +$475K +2,100 New
SB
558
Strategic Blueprint
Georgia
$475K -$56.6K -250 -11%
JIC
559
Johnson Investment Counsel
Ohio
$474K -$127K -560 -21%
VC
560
Vestor Capital
Illinois
$470K – – –
PTC
561
Private Trust Company
Ohio
$459K +$45.3K +200 +11%
GT
562
Glenview Trust
Kentucky
$453K -$14.5K -64 -3%
WAM
563
Wolverine Asset Management
Illinois
$450K – – –
HAG
564
HighPoint Advisor Group
Illinois
$449K +$3.58K +19 +0.8%
CC
565
Centiva Capital
New York
$447K +$447K +1,975 New
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$446K +$12.9K +57 +3%
PS
567
Principal Securities
Iowa
$444K +$23.3K +103 +6%
MPCG
568
Matrix Private Capital Group
New York
$444K +$26.7K +118 +6%
LS
569
Livforsakringsbolaget Skandia
Sweden
$442K +$340K +1,502 +332%
SIM
570
Studio Investment Management
Illinois
$442K +$18.3K +81 +4%
RCAG
571
Rehmann Capital Advisory Group
Michigan
$441K +$18.5K +81 +4%
JFL
572
Jarislowsky, Fraser Ltd
Quebec, Canada
$441K – – –
SM
573
STF Management
Texas
$440K -$48.9K -216 -10%
QCG
574
Quadrant Capital Group
Ohio
$440K -$10.2K -45 -2%
SVWAG
575
Sound View Wealth Advisors Group
Georgia
$439K +$905 +4 +0.2%
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