We are live on ! Find out more

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
BTW
626
Boston Trust Walden
Massachusetts
$211K
DAS
627
Diversify Advisory Services
Utah
$210K -$10.3K -53 -4%
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$210K -$142K -733 -38%
IWM
629
IHT Wealth Management
Illinois
$209K -$84.1K -433 -26%
AWA
630
Aaron Wealth Advisors
Illinois
$209K -$107K -553 -32%
Jones Financial Companies
631
Jones Financial Companies
Missouri
$205K -$42K -216 -16%
HI
632
Harbour Investments
Wisconsin
$205K +$1.75K +9 +0.8%
BFO
633
Biltmore Family Office
North Carolina
$204K
IFS
634
Ifrah Financial Services
Arkansas
$204K +$583 +3 +0.3%
TIAA Trust, National Association
635
TIAA Trust, National Association
North Carolina
$203K +$8.16K +42 +4%
V
636
VeraBank
Texas
$202K
PA
637
PharVision Advisers
Florida
$202K +$225K +1,159 New
BWP
638
Balboa Wealth Partners
Arizona
$202K
CSPIA
639
Cary Street Partners Investment Advisory
Virginia
$200K -$464K -2,390 -67%
BSAM
640
Blue Square Asset Management
New York
$200K
QCG
641
Quadrant Capital Group
Ohio
$196K -$158K -814 -42%
VAG
642
VisionPoint Advisory Group
Texas
$193K -$6.61K -34 -3%
SFA
643
Semmax Financial Advisors
North Carolina
$193K -$22K -113 -10%
Federated Hermes
644
Federated Hermes
Pennsylvania
$190K +$40.6K +209 +24%
AA
645
Ancora Advisors
Ohio
$176K +$3.5K +18 +2%
AIM
646
Arcadia Investment Management
Michigan
$174K +$194K +1,000 New
CT
647
Caldwell Trust
Florida
$172K
DSC
648
Duncker Streett & Co
Missouri
$168K -$851K -4,381 -82%
PCM
649
Penserra Capital Management
California
$166K +$62.6K +322 +50%
MCM
650
MAI Capital Management
Ohio
$165K +$4.27K +22 +2%

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.