We are live on ! Find out more

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
BCM
576
Boltwood Capital Management
California
$299K -$9.71K -50 -3%
TCM
577
Teza Capital Management
Illinois
$295K +$329K +1,693 New
LF
578
Lansforsakringar Fondforvaltning
Sweden
$293K +$327K +1,683 New
WCM Investment Management
579
WCM Investment Management
California
$292K +$59.4K +306 +22%
PAM
580
Panagora Asset Management
Massachusetts
$288K -$194 -1 -0.1%
ZIC
581
ZWJ Investment Counsel
Georgia
$286K
BBHC
582
Brown Brothers Harriman & Co
New York
$284K +$50.7K +261 +19%
NED
583
Nancy E. Dempze
$278K -$97.1K -500 -24%
HH
584
Hilltop Holdings
Texas
$278K -$23.1K -119 -7%
VF
585
Vest Financial
Virginia
$278K +$133K +684 +75%
PAS
586
Park Avenue Securities
New York
$274K -$250K -1,288 -45%
PD
587
Point72 (DIFC)
United Arab Emirates
$273K +$305K +1,571 New
TAM
588
Trust Asset Management
Texas
$273K
CWM
589
Connecticut Wealth Management
Connecticut
$266K -$816K -4,203 -73%
BCA
590
Bay Capital Advisors
Virginia
$261K +$291K +1,500 New
TPI
591
Trust Point Inc
Wisconsin
$260K -$19.6K -101 -6%
ST
592
Smithfield Trust
Pennsylvania
$258K
HT
593
Heritage Trust
Oklahoma
$257K +$287K +1,477 New
SIA
594
Schechter Investment Advisors
Michigan
$257K -$175K -900 -38%
SFI
595
Siemens Fonds Invest
Germany
$254K
CWC
596
Carolinas Wealth Consulting
North Carolina
$252K -$15.3K -79 -5%
WPC
597
Wedmont Private Capital
Pennsylvania
$251K -$68.8K -354 -20%
FCH
598
Freestone Capital Holdings
Washington
$250K
Brown Advisory
599
Brown Advisory
Maryland
$249K -$42.9K -221 -13%
JCM
600
Jacobi Capital Management
Pennsylvania
$248K +$11.8K +61 +4%

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.