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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 %
SFI
626
Siemens Fonds Invest
Germany
$329K – – –
AWA
627
Aaron Wealth Advisors
Illinois
$327K -$18.1K -81 -5%
SS
628
Sunbelt Securities
Texas
$326K -$671 -3 -0.2%
VFA
629
Values First Advisors
Tennessee
$325K -$21.5K -96 -6%
FCH
630
Freestone Capital Holdings
Washington
$320K -$75.7K -338 -19%
CI
631
Cigna Investments
Connecticut
$318K -$4.71K -21 -1%
OWA
632
Opal Wealth Advisors
New York
$317K -$3.58K -16 -1%
YIA
633
YHB Investment Advisors
Connecticut
$317K -$4.48K -20 -1%
VWM
634
Valley Wealth Managers
New Jersey
$315K -$29.1K -130 -8%
SHFA
635
SS&H Financial Advisors
Michigan
$314K +$314K +1,404 New
HI
636
Harbour Investments
Wisconsin
$314K +$24.2K +108 +8%
FEM
637
Fulcrum Equity Management
Texas
$309K +$2.91K +13 +0.9%
IWM
638
IHT Wealth Management
Illinois
$308K +$36.5K +166 +13%
AAMU
639
APG Asset Management US
New York
$307K +$307K +1,402 New
MCCA
640
Mill Creek Capital Advisors
Pennsylvania
$301K +$58.9K +263 +24%
BRWA
641
B. Riley Wealth Advisors
Florida
$300K -$238K -1,064 -44%
WS
642
Wedbush Securities
California
$300K -$19.1K -85 -6%
QWP
643
Quotient Wealth Partners
Texas
$299K +$6.49K +29 +2%
BA
644
Bridgewater Associates
Connecticut
$299K -$520K -2,323 -64%
ANBT
645
American National Bank & Trust
Texas
$297K -$98.3K -439 -25%
WCM Investment Management
646
WCM Investment Management
California
$296K +$5.83K +26 +2%
EWA
647
EverSource Wealth Advisors
Alabama
$294K +$50.4K +231 +21%
LSPW
648
Lake Street Private Wealth
Illinois
$293K +$4.48K +20 +2%
RVPG
649
Relative Value Partners Group
$293K +$293K +1,311 New
MG
650
Meritage Group
California
$292K +$292K +1,305 New
24 25
26
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