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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 %
EA
651
Ergawealth Advisors
Illinois
$290K +$672 +3 +0.2%
DS
652
DRW Securities
Illinois
$287K +$287K +1,280 New
HH
653
Hilltop Holdings
Texas
$285K -$9.63K -43 -3%
CA
654
CoreCap Advisors
Michigan
$285K -$33.8K -151 -11%
PFS
655
Prospera Financial Services
Texas
$284K -$12.5K -56 -4%
GWANC
656
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K – – –
SHJ
657
Sharkey, Howes & Javer
Colorado
$282K – – –
UF
658
Univest Financial
Pennsylvania
$278K – – –
TIAA Trust, National Association
659
TIAA Trust, National Association
North Carolina
$276K +$3.36K +15 +1%
Brown Advisory
660
Brown Advisory
Maryland
$275K -$24.6K -110 -8%
PWM
661
Perigon Wealth Management
California
$272K +$6.72K +30 +3%
ACP
662
Aviance Capital Partners
Florida
$272K +$2.69K +12 +1%
BTW
663
Boston Trust Walden
Massachusetts
$271K – – –
BBHC
664
Brown Brothers Harriman & Co
New York
$271K +$91.6K +409 +51%
DC
665
Davenport & Co
Virginia
$271K +$48.1K +215 +22%
FTWA
666
Fifth Third Wealth Advisors
Ohio
$270K +$270K +1,207 New
BFO
667
Biltmore Family Office
North Carolina
$261K – – –
V
668
VeraBank
Texas
$260K – – –
BWP
669
Balboa Wealth Partners
Arizona
$259K +$259K +1,158 New
IFS
670
Ifrah Financial Services
Arkansas
$258K -$11K -49 -4%
BSAM
671
Blue Square Asset Management
New York
$258K – – –
DAS
672
Diversify Advisory Services
Utah
$257K -$189K -879 -42%
Federated Hermes
673
Federated Hermes
Pennsylvania
$255K +$119K +533 +88%
PP
674
PDS Planning
Ohio
$255K +$2.46K +11 +1%
RWM
675
Ritholtz Wealth Management
New York
$253K +$2.02K +9 +0.8%
25 26
27
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