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CDW
CDW

Overview Fund Activity

895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$183M
2
Lazard Asset Management
Lazard Asset Management
New York
+$156M
3
SI
Standard Investments
New York
+$82.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$72.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.8B
2
Capital World Investors
Capital World Investors
California
-$290M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$200M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$198M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDBONY
651
Israel Discount Bank of New York
New York
$296K -$224K -877 -43%
BSAM
652
Blue Square Asset Management
New York
$294K – – –
AAP
653
Arax Advisory Partners
Colorado
$289K +$6.14K +24 +2%
PP
654
PDS Planning
Ohio
$288K -$3.33K -13 -1%
KFC
655
Klingenstein Fields & Co
New York
$288K – – –
T
656
TOBAM
France
$287K +$67.7K +265 +31%
BAAM
657
Baker Avenue Asset Management
California
$287K +$4.09K +16 +1%
RWM
658
Ritholtz Wealth Management
New York
$287K +$22.8K +89 +9%
NFG
659
Nadler Financial Group
Illinois
$285K +$512 +2 +0.2%
HIIFS
660
Harel Insurance Investments & Financial Services
Israel
$285K +$244K +954 +600%
LSAG
661
Lake Street Advisors Group
New Hampshire
$284K +$1.54K +6 +0.5%
HCMT
662
Highland Capital Management (Tennessee)
Tennessee
$278K – – –
PWG
663
Portside Wealth Group
Utah
$277K +$18.2K +71 +7%
MCCA
664
Mill Creek Capital Advisors
Pennsylvania
$277K – – –
TCOT
665
Trust Company of Toledo
Ohio
$276K +$276K +1,081 New
LF
666
Lee Financial
Texas
$276K – – –
EWA
667
EverSource Wealth Advisors
Alabama
$270K -$6.53K -27 -2%
RWP
668
RWA Wealth Partners
Massachusetts
$268K -$11.8K -46 -4%
FL
669
Fort LP
Maryland
$267K +$41.2K +161 +18%
BAM
670
Belpointe Asset Management
Nevada
$265K +$265K +1,035 New
FFWA
671
Forthright Family Wealth Advisory
Texas
$261K – – –
HT
672
Headlands Technologies
Illinois
$258K +$258K +1,008 New
OAM
673
Oak Asset Management
California
$257K – – –
SCM
674
Stevens Capital Management
Pennsylvania
$257K +$257K +1,004 New
MWM
675
Mission Wealth Management
California
$256K +$256K +1,002 New
25 26
27
28 29