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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 %
BAM
576
Burgundy Asset Management
Ontario, Canada
$424K – – –
WCA
577
Westover Capital Advisors
Delaware
$419K -$4.48K -20 -1%
SIM
578
Studio Investment Management
Illinois
$419K +$14.1K +63 +3%
RCAG
579
Rehmann Capital Advisory Group
Michigan
$417K +$24K +107 +6%
PS
580
Principal Securities
Iowa
$416K +$20.8K +93 +5%
RCIM
581
Red Cedar Investment Management
Michigan
$415K -$2.07M -9,257 -83%
FT
582
Fiduciary Trust
Massachusetts
$413K +$57.1K +255 +16%
MPCG
583
Matrix Private Capital Group
New York
$413K +$14.1K +63 +4%
PTC
584
Petrus Trust Company
Texas
$412K +$205K +915 +99%
GP
585
Girard Partners
Pennsylvania
$412K -$18.1K -81 -4%
PTC
586
Private Trust Company
Ohio
$409K -$5.37K -24 -1%
AMCA
587
Arthur M. Cohen & Associates
Illinois
$409K +$19K +85 +5%
NRW
588
Nova R Wealth
Kansas
$408K +$5.37K +24 +1%
OC
589
Oppenheimer & Co
New York
$405K +$21.5K +96 +6%
OTL
590
Oak Thistle LLC
New York
$401K +$401K +1,792 New
BCM
591
Boltwood Capital Management
California
$395K -$2.69K -12 -0.7%
JCM
592
Jacobi Capital Management
Pennsylvania
$394K +$91.3K +408 +30%
GL
593
Graypoint LLC
New York
$394K +$22.6K +101 +6%
DWM
594
Diversify Wealth Management
Utah
$394K +$394K +1,904 New
WIA
595
World Investment Advisors
California
$389K +$1.34K +6 +0.3%
GI
596
GAMMA Investing
California
$382K +$9.63K +43 +3%
WPC
597
Wedmont Private Capital
Pennsylvania
$376K -$27K -118 -7%
HT
598
Heritage Trust
Oklahoma
$372K – – –
BFM
599
Boothbay Fund Management
New York
$371K +$371K +1,659 New
PAM
600
Panagora Asset Management
Massachusetts
$371K -$4.92K -22 -1%
22 23
24
25 26