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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 %
BTW
651
Boston Trust Walden
Massachusetts
$274K – – –
HCM
652
Hengehold Capital Management
Ohio
$270K +$45K +199 +20%
PP
653
PDS Planning
Ohio
$268K +$11.1K +49 +4%
IC
654
Iconiq Capital
California
$266K +$266K +1,176 New
PCM
655
Prelude Capital Management
New York
$266K +$266K +1,174 New
OR
656
Olympiad Research
Connecticut
$266K +$266K +1,174 New
BAAM
657
Baker Avenue Asset Management
California
$265K +$10.2K +45 +4%
VAG
658
VisionPoint Advisory Group
Texas
$265K +$54.3K +240 +26%
BFO
659
Biltmore Family Office
North Carolina
$265K +$1.13K +5 +0.4%
HI
660
Harbour Investments
Wisconsin
$264K -$52.9K -234 -17%
IFS
661
Ifrah Financial Services
Arkansas
$264K +$2.94K +13 +1%
V
662
VeraBank
Texas
$263K – – –
BWP
663
Balboa Wealth Partners
Arizona
$262K – – –
BSAM
664
Blue Square Asset Management
New York
$260K – – –
DAS
665
Diversify Advisory Services
Utah
$260K +$434 +2 +0.2%
TIAA Trust, National Association
666
TIAA Trust, National Association
North Carolina
$255K -$24K -106 -9%
KFC
667
Klingenstein Fields & Co
New York
$255K – – –
NFG
668
Nadler Financial Group
Illinois
$254K +$679 +3 +0.3%
PTP
669
Platform Technology Partners
New York
$248K – – –
NWAG
670
Net Worth Advisory Group
Utah
$247K +$247K +1,089 New
HCMT
671
Highland Capital Management (Tennessee)
Tennessee
$246K – – –
BAM
672
Berkshire Asset Management
Pennsylvania
$246K – – –
TSS
673
Two Sigma Securities
New York
$246K +$246K +1,085 New
MCCA
674
Mill Creek Capital Advisors
Pennsylvania
$245K -$59.5K -263 -20%
PWM
675
Perigon Wealth Management
California
$243K -$32.4K -143 -12%
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