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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
GL
601
Graypoint LLC
New York
$245K -$47.2K -243 -15%
PP
602
PDS Planning
Ohio
$245K +$43.5K +224 +19%
SHFA
603
SS&H Financial Advisors
Michigan
$245K
AFG
604
Atomi Financial Group
New York
$238K +$23.1K +119 +10%
CI
605
Cigna Investments
Connecticut
$237K
OFS
606
Orrstown Financial Services
Pennsylvania
$237K
HCM
607
Hengehold Capital Management
Ohio
$231K +$25.8K +133 +11%
JIC
608
Johnson Investment Counsel
Ohio
$231K -$149K -767 -37%
EA
609
Ergawealth Advisors
Illinois
$227K +$971 +5 +0.4%
LSPW
610
Lake Street Private Wealth
Illinois
$226K
DIA
611
Dana Investment Advisors
Wisconsin
$225K -$308K -1,584 -55%
OWA
612
Opal Wealth Advisors
New York
$225K -$4.47K -23 -2%
CCA
613
Checchi Capital Advisers
California
$224K -$34.6K -178 -12%
VSQM
614
V-Square Quantitative Management
Illinois
$224K +$41.2K +212 +20%
PTC
615
Private Trust Company
Ohio
$220K -$148K -763 -38%
OTPPB
616
Ontario Teachers' Pension Plan Board
Ontario, Canada
$220K -$732K -3,770 -75%
GWANC
617
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K +$2.14K +11 +0.9%
SHJ
618
Sharkey, Howes & Javer
Colorado
$219K
QWP
619
Quotient Wealth Partners
Texas
$219K -$17.3K -89 -7%
WBC
620
Westpac Banking Corp
Australia
$218K +$93.4K +481 +62%
CSP
621
Cary Street Partners
Virginia
$218K +$243K +1,252 New
UF
622
Univest Financial
Pennsylvania
$216K -$230K -1,184 -49%
FTWA
623
Fifth Third Wealth Advisors
Ohio
$214K +$1.17K +6 +0.5%
GCM
624
Graham Capital Management
Connecticut
$214K +$239K +1,231 New
ACP
625
Aviance Capital Partners
Florida
$212K

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.