CDW icon

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 %
Brown Advisory
601
Brown Advisory
Maryland
$374K +$96.4K +426 +35%
ZIC
602
ZWJ Investment Counsel
Georgia
$372K – – –
TCOT
603
Trust Company of Toledo
Ohio
$371K +$6.11K +27 +2%
RFN
604
RDA Financial Network
Iowa
$370K +$11.3K +50 +3%
1WA
605
180 Wealth Advisors
Washington
$367K -$81K -358 -18%
EWA
606
EverSource Wealth Advisors
Alabama
$362K +$56.8K +251 +19%
TPI
607
Trust Point Inc
Wisconsin
$361K – – –
TAM
608
Trust Asset Management
Texas
$355K – – –
CCM
609
Coldstream Capital Management
Washington
$355K +$26.1K +117 +8%
IWM
610
IHT Wealth Management
Illinois
$353K +$49.9K +231 +16%
PI
611
PineBridge Investments
New York
$348K -$4.08M -18,015 -92%
CWC
612
Carolinas Wealth Consulting
North Carolina
$345K – – –
PAM
613
Paradigm Asset Management
New York
$339K – – –
ST
614
Smithfield Trust
Pennsylvania
$335K +$2.49K +11 +0.7%
CCA
615
Covey Capital Advisors
Georgia
$333K -$12.7K -56 -4%
SFI
616
Siemens Fonds Invest
Germany
$332K – – –
CCA
617
Checchi Capital Advisers
California
$332K -$11.8K -52 -3%
TWC
618
TD Waterhouse Canada
Ontario, Canada
$330K -$13K -61 -4%
AO
619
Advisor OS
Illinois
$329K +$329K +1,453 New
IFU
620
iSAM Funds (UK)
United Kingdom
$327K +$327K +1,444 New
PF
621
Phoenix Financial
Israel
$326K -$19.5K -86 -6%
FEM
622
Fulcrum Equity Management
Texas
$326K +$13.6K +60 +4%
VFA
623
Values First Advisors
Tennessee
$326K -$2.26K -10 -0.7%
FCH
624
Freestone Capital Holdings
Washington
$325K +$1.58K +7 +0.5%
BAM
625
Blueshift Asset Management
New Jersey
$320K -$420K -1,855 -57%
23 24
25
26 27