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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
+$269M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$178M
3
Invesco
Invesco
Georgia
+$129M
4
CVA
Ceredex Value Advisors
Florida
+$79.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$62.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$794M
2
Morgan Stanley
Morgan Stanley
New York
-$134M
3
LP
Longview Partners
Guernsey
-$81.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
601
ZWJ Investment Counsel
Georgia
$368K – – –
WPW
602
Waldron Private Wealth
Pennsylvania
$366K -$3.13K -14 -0.9%
ACA
603
Aptus Capital Advisors
Alabama
$364K +$8.51K +38 +2%
BTI
604
Blue Trust Inc
Georgia
$361K +$315K +1,232 +684%
TCOT
605
Trust Company of Toledo
Ohio
$361K +$119K +530 +49%
TPI
606
Trust Point Inc
Wisconsin
$357K -$2.46K -11 -0.7%
ETC
607
Exchange Traded Concepts
Oklahoma
$356K +$60.2K +269 +20%
RFN
608
RDA Financial Network
Iowa
$355K +$10.3K +46 +3%
TWC
609
TD Waterhouse Canada
Ontario, Canada
$352K -$42.1K -192 -11%
TAM
610
Trust Asset Management
Texas
$351K – – –
OCM
611
One Capital Management
California
$347K +$347K +1,550 New
FFA
612
Farther Finance Advisors
California
$343K +$275K +1,254 +406%
DADC
613
D.A. Davidson & Co
Montana
$342K – – –
CCA
614
Covey Capital Advisors
Georgia
$342K -$10.7K -48 -3%
PF
615
Phoenix Financial
Israel
$342K +$19.9K +89 +6%
CWC
616
Carolinas Wealth Consulting
North Carolina
$341K -$224 -1 -0.1%
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$341K -$10.5K -47 -3%
CCA
618
Checchi Capital Advisers
California
$340K -$5.37K -24 -2%
BAMF
619
BI Asset Management Fondsmaeglerselskab
Denmark
$340K -$232K -1,037 -41%
PWPS
620
Pinnacle Wealth Planning Services
Ohio
$339K -$2.46K -11 -0.7%
AP
621
Advisors Preferred
Maryland
$336K +$336K +1,533 New
PAM
622
Paradigm Asset Management
New York
$336K +$336K +1,500 New
CCM
623
Coldstream Capital Management
Washington
$331K -$1.57M -7,017 -83%
IPAM
624
ICICI Prudential Asset Management
India
$330K +$31.3K +140 +10%
ST
625
Smithfield Trust
Pennsylvania
$329K +$8.28K +37 +3%
23 24
25
26 27