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899 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, 357 increasing their positions, 314 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $136M | Put options by funds: $47M

15% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 80

14% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 314

0% less funds holding

Funds holding: 900899 (-1)

1.59% less ownership

Funds ownership: 92.32%90.73% (-1.6%)

14% less capital invested

Capital invested by funds: $31.6B → $27.3B (-$4.34B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
899
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.98%
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
357
Reduced
314
Closed
80
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
651
Relative Value Partners Group
$293K +$304K +1,311 New
MG
652
Meritage Group
California
$292K +$303K +1,305 New
EA
653
Ergawealth Advisors
Illinois
$290K +$696 +3 +0.2%
DS
654
DRW Securities
Illinois
$287K +$297K +1,280 New
HH
655
Hilltop Holdings
Texas
$285K -$9.97K -43 -3%
CA
656
CoreCap Advisors
Michigan
$285K -$35K -151 -11%
PFS
657
Prospera Financial Services
Texas
$284K -$13K -56 -4%
GWANC
658
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K
SHJ
659
Sharkey, Howes & Javer
Colorado
$282K
UF
660
Univest Financial
Pennsylvania
$278K
TIAA Trust, National Association
661
TIAA Trust, National Association
North Carolina
$276K +$3.48K +15 +1%
Brown Advisory
662
Brown Advisory
Maryland
$275K -$25.5K -110 -8%
PWM
663
Perigon Wealth Management
California
$272K +$6.96K +30 +3%
ACP
664
Aviance Capital Partners
Florida
$272K +$2.78K +12 +1%
BTW
665
Boston Trust Walden
Massachusetts
$271K
BBHC
666
Brown Brothers Harriman & Co
New York
$271K +$94.9K +409 +51%
DC
667
Davenport & Co
Virginia
$271K +$49.9K +215 +22%
FTWA
668
Fifth Third Wealth Advisors
Ohio
$270K +$280K +1,207 New
BFO
669
Biltmore Family Office
North Carolina
$261K
V
670
VeraBank
Texas
$260K
BWP
671
Balboa Wealth Partners
Arizona
$259K +$269K +1,158 New
IFS
672
Ifrah Financial Services
Arkansas
$258K -$11.4K -49 -4%
BSAM
673
Blue Square Asset Management
New York
$258K
DAS
674
Diversify Advisory Services
Utah
$257K -$204K -879 -42%
Federated Hermes
675
Federated Hermes
Pennsylvania
$255K +$124K +533 +88%

CDW Hedge Fund Activity: Q2 2024 in Review

899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2024, worth a combined $27.3B — down 14% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CDW positions and 80 closed out — a net gain of 12 holders — while 357 added to existing stakes and 314 trimmed.

The largest buyer was Ameriprise, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $823M.

  • 899 institutional investors held CDW (CDW) as of Q2 2024, down from 900 in Q1 2024.
  • Funds reported $27.3B of CDW stock for Q2 2024, down 14% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q2 2024 and 80 closed out, a net change of +12 holders.
  • The largest CDW buyer in Q2 2024 was Ameriprise, an estimated $278M added.
  • The largest CDW seller in Q2 2024 was Fidelity Investments, an estimated $823M sold.

Based on aggregated 13F filings for Q2 2024.