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 %
SHFA
626
SS&H Financial Advisors
Michigan
$318K – – –
RP
627
Riverwater Partners
Wisconsin
$316K +$104K +474 +49%
Jones Financial Companies
628
Jones Financial Companies
Missouri
$315K +$118K +521 +60%
WCM Investment Management
629
WCM Investment Management
California
$313K +$13.8K +61 +5%
BBHC
630
Brown Brothers Harriman & Co
New York
$311K +$36.7K +162 +13%
CI
631
Cigna Investments
Connecticut
$310K -$11.6K -51 -4%
JCM
632
Jacobi Capital Management
Pennsylvania
$309K -$89.1K -394 -22%
WS
633
Wedbush Securities
California
$308K +$4.98K +22 +2%
OFS
634
Orrstown Financial Services
Pennsylvania
$308K +$308K +1,360 New
BTI
635
Blue Trust Inc
Georgia
$306K -$9.63K -43 -3%
MWM
636
Meridian Wealth Management
Kentucky
$306K -$193K -851 -39%
MPM
637
MBB Public Markets
Illinois
$306K -$1.88M -8,320 -86%
QWP
638
Quotient Wealth Partners
Texas
$305K +$2.04K +9 +0.7%
OWA
639
Opal Wealth Advisors
New York
$297K -$23.5K -104 -7%
LSPW
640
Lake Street Private Wealth
Illinois
$294K -$2.49K -11 -0.8%
EA
641
Ergawealth Advisors
Illinois
$294K +$905 +4 +0.3%
PWPS
642
Pinnacle Wealth Planning Services
Ohio
$292K -$50.2K -222 -15%
DC
643
Davenport & Co
Virginia
$287K +$12.9K +57 +5%
SHJ
644
Sharkey, Howes & Javer
Colorado
$285K – – –
AFG
645
Atomi Financial Group
New York
$283K +$43K +190 +18%
GWANC
646
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K -$3.17K -14 -1%
PWG
647
Portside Wealth Group
Utah
$283K +$52.7K +233 +23%
FTWA
648
Fifth Third Wealth Advisors
Ohio
$277K +$4.07K +18 +1%
TPW
649
Transatlantique Private Wealth
New York
$277K -$477K -2,110 -63%
ACP
650
Aviance Capital Partners
Florida
$275K – – –
24 25
26
27 28