We are live on ! Find out more

899 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, 357 increasing their positions, 314 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $136M | Put options by funds: $47M

15% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 80

14% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 314

0% less funds holding

Funds holding: 900899 (-1)

1.59% less ownership

Funds ownership: 92.32%90.73% (-1.6%)

14% less capital invested

Capital invested by funds: $31.6B → $27.3B (-$4.34B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
899
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.98%
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
357
Reduced
314
Closed
80
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
626
ICICI Prudential Asset Management
India
$330K +$32.5K +140 +10%
ST
627
Smithfield Trust
Pennsylvania
$329K +$8.58K +37 +3%
SFI
628
Siemens Fonds Invest
Germany
$329K
AWA
629
Aaron Wealth Advisors
Illinois
$327K -$18.8K -81 -5%
SS
630
Sunbelt Securities
Texas
$326K -$696 -3 -0.2%
VFA
631
Values First Advisors
Tennessee
$325K -$22.3K -96 -6%
FCH
632
Freestone Capital Holdings
Washington
$320K -$78.4K -338 -19%
CI
633
Cigna Investments
Connecticut
$318K -$4.87K -21 -1%
OWA
634
Opal Wealth Advisors
New York
$317K -$3.71K -16 -1%
YIA
635
YHB Investment Advisors
Connecticut
$317K -$4.64K -20 -1%
VWM
636
Valley Wealth Managers
New Jersey
$315K -$30.1K -130 -8%
SHFA
637
SS&H Financial Advisors
Michigan
$314K +$326K +1,404 New
HI
638
Harbour Investments
Wisconsin
$314K +$25K +108 +8%
FEM
639
Fulcrum Equity Management
Texas
$309K +$3.02K +13 +0.9%
IWM
640
IHT Wealth Management
Illinois
$308K +$38.5K +166 +13%
AAMU
641
APG Asset Management US
New York
$307K +$325K +1,402 New
MCCA
642
Mill Creek Capital Advisors
Pennsylvania
$301K +$61K +263 +24%
BRWA
643
B. Riley Wealth Advisors
Florida
$300K -$247K -1,064 -44%
WS
644
Wedbush Securities
California
$300K -$19.7K -85 -6%
QWP
645
Quotient Wealth Partners
Texas
$299K +$6.73K +29 +2%
BA
646
Bridgewater Associates
Connecticut
$299K -$539K -2,323 -64%
ANBT
647
American National Bank & Trust
Texas
$297K -$102K -439 -25%
WCM Investment Management
648
WCM Investment Management
California
$296K +$6.03K +26 +2%
EWA
649
EverSource Wealth Advisors
Alabama
$294K +$53.6K +231 +21%
LSPW
650
Lake Street Private Wealth
Illinois
$293K +$4.64K +20 +2%

CDW Hedge Fund Activity: Q2 2024 in Review

899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2024, worth a combined $27.3B — down 14% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CDW positions and 80 closed out — a net gain of 12 holders — while 357 added to existing stakes and 314 trimmed.

The largest buyer was Ameriprise, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $823M.

  • 899 institutional investors held CDW (CDW) as of Q2 2024, down from 900 in Q1 2024.
  • Funds reported $27.3B of CDW stock for Q2 2024, down 14% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q2 2024 and 80 closed out, a net change of +12 holders.
  • The largest CDW buyer in Q2 2024 was Ameriprise, an estimated $278M added.
  • The largest CDW seller in Q2 2024 was Fidelity Investments, an estimated $823M sold.

Based on aggregated 13F filings for Q2 2024.