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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 %
NP
576
Nilsine Partners
Colorado
$434K -$5.43K -24 -1%
UB
577
UMB Bank
Missouri
$433K -$198K -875 -31%
BAM
578
Burgundy Asset Management
Ontario, Canada
$428K – – –
GI
579
GAMMA Investing
California
$428K +$41.9K +185 +11%
WCA
580
Westover Capital Advisors
Delaware
$424K – – –
RCA
581
Roberts Capital Advisors
Colorado
$422K – – –
VWM
582
Valley Wealth Managers
New Jersey
$419K +$101K +445 +32%
HI
583
Horizon Investments
North Carolina
$410K -$27.8K -123 -6%
AC
584
AXQ Capital
New Jersey
$410K +$410K +1,810 New
NRW
585
Nova R Wealth
Kansas
$407K -$5.21K -23 -1%
BCM
586
Boltwood Capital Management
California
$401K +$1.13K +5 +0.3%
AMCA
587
Arthur M. Cohen & Associates
Illinois
$398K – – –
WIA
588
World Investment Advisors
California
$397K +$4.3K +19 +1%
AWA
589
Aaron Wealth Advisors
Illinois
$396K +$66.3K +293 +20%
IPAM
590
ICICI Prudential Asset Management
India
$394K +$60.4K +267 +18%
HH
591
Hilltop Holdings
Texas
$388K +$100K +443 +35%
CUAMC
592
China Universal Asset Management Company
China
$383K +$201K +886 +110%
OC
593
Oppenheimer & Co
New York
$382K -$27.2K -120 -7%
LP
594
LMR Partners
United Kingdom
$381K +$381K +1,684 New
WPC
595
Wedmont Private Capital
Pennsylvania
$381K +$17.9K +81 +5%
ACA
596
Aptus Capital Advisors
Alabama
$379K +$11.3K +50 +3%
AFG
597
Argent Financial Group
Louisiana
$378K +$378K +1,672 New
WPW
598
Waldron Private Wealth
Pennsylvania
$375K +$5.66K +25 +2%
PAM
599
Panagora Asset Management
Massachusetts
$375K – – –
GL
600
Graypoint LLC
New York
$374K -$23.8K -105 -6%
22 23
24
25 26