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807 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 279 increasing their positions, 311 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

31% more call options, than puts

Call options by funds: $93.7M | Put options by funds: $71.5M

9% more capital invested

Capital invested by funds: $23.1B → $25.3B (+$2.19B)

2% more funds holding

Funds holding: 791807 (+16)

0.19% less ownership

Funds ownership: 93.76%93.56% (-0.19%)

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 311

Holders
807
Holders Change
+16
Holders Change %
+2.02%
% of All Funds
12.81%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
95
Increased
279
Reduced
311
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Penserra Capital Management
California
$293K -$17.5K -88 -6%
CCA
602
Checchi Capital Advisers
California
$293K -$9.57K -48 -3%
VWM
603
Valley Wealth Managers
New Jersey
$293K +$12K +60 +4%
OWA
604
Opal Wealth Advisors
New York
$292K +$13.2K +66 +5%
LAS
605
Lloyd Advisory Services
Georgia
$292K +$289K +1,448 New
NG
606
Norden Group
Utah
$292K +$289K +1,448 New
DI
607
DFPG Investments
Utah
$290K +$277K +1,392 New
CI
608
Cigna Investments
Connecticut
$290K -$37.9K -190 -12%
AWA
609
Aaron Wealth Advisors
Illinois
$289K -$115K -578 -29%
ST
610
Smithfield Trust
Pennsylvania
$288K -$27.5K -138 -9%
FA
611
FDx Advisors
Illinois
$288K +$284K +1,427 New
YIA
612
YHB Investment Advisors
Connecticut
$285K
CW
613
CreativeOne Wealth
Kansas
$282K -$112K -560 -29%
MCM
614
MAI Capital Management
Ohio
$280K +$49.2K +247 +22%
GS
615
GTS Securities
New York
$279K +$276K +1,384 New
MNBTD
616
Moody National Bank Trust Division
Texas
$278K
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$272K -$199 -1 -0.1%
KIA
618
KLR Investment Advisors
Rhode Island
$269K +$20.1K +101 +8%
FSA
619
Franklin Street Advisors
North Carolina
$268K
HH
620
Hilltop Holdings
Texas
$268K -$14.6K -73 -5%
DTL
621
Dynamic Technology Lab
Singapore
$265K -$883K -4,428 -77%
CGL
622
Clarius Group LLC
Washington
$263K -$49K -246 -16%
AWA
623
Arkadios Wealth Advisors
Georgia
$261K -$16.3K -82 -6%
FT
624
Fiduciary Trust
Massachusetts
$260K +$257K +1,288 New
IFS
625
Ifrah Financial Services
Arkansas
$259K -$2.39K -12 -0.9%

CDW Hedge Fund Activity: Q3 2023 in Review

807 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2023, worth a combined $25.3B — up 9.5% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CDW positions and 67 closed out — a net gain of 28 holders — while 279 added to existing stakes and 311 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $69.5M. The largest seller was Invesco, cutting an estimated $107M.

  • 807 institutional investors held CDW (CDW) as of Q3 2023, up from 791 in Q2 2023.
  • Funds reported $25.3B of CDW stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 95 funds opened new CDW positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest CDW buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $69.5M added.
  • The largest CDW seller in Q3 2023 was Invesco, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2023.