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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
CCM
651
Copeland Capital Management
Pennsylvania
$164K -$12.7M -65,251 -99%
AssetMark Inc
652
AssetMark Inc
California
$155K -$16.9K -87 -9%
AF
653
Advisornet Financial
Minnesota
$152K -$2.72K -14 -2%
PP
654
PFS Partners
New Jersey
$146K
TWC
655
TD Waterhouse Canada
Ontario, Canada
$146K -$137K -707 -46%
AWM
656
Avior Wealth Management
Nebraska
$146K +$1.75K +9 +1%
AAP
657
Arax Advisory Partners
Colorado
$145K +$118K +610 +276%
CFO
658
CVA Family Office
Colorado
$138K +$4.66K +24 +3%
PS
659
Principal Securities
Iowa
$136K -$230K -1,183 -60%
SAM
660
Smartleaf Asset Management
Massachusetts
$135K +$25.1K +129 +20%
SOW
661
State of Wyoming
Wyoming
$133K +$48K +247 +48%
PWMG
662
Prestige Wealth Management Group
New Jersey
$133K -$389 -2 -0.3%
NA
663
NewEdge Advisors
Louisiana
$130K -$286K -1,471 -66%
GWM
664
Geneos Wealth Management
Colorado
$127K
VFA
665
Values First Advisors
Tennessee
$126K -$139K -713 -50%
PGAM
666
Princeton Global Asset Management
New Jersey
$125K -$2.43M -12,526 -95%
MA
667
MCF Advisors
Kentucky
$125K -$56.5K -291 -29%
BTI
668
Blue Trust Inc
Georgia
$125K -$127K -653 -48%
EWA
669
EverSource Wealth Advisors
Alabama
$124K -$172K -886 -55%
HB
670
Horizon Bancorp
Indiana
$122K -$15.2K -78 -10%
FFA
671
Farther Finance Advisors
California
$119K +$18.3K +94 +16%
CWM
672
Compass Wealth Management
Connecticut
$112K
RIL
673
Rothschild Investment LLC
Illinois
$111K -$194 -1 -0.2%
EB
674
Eastern Bank
Massachusetts
$108K -$1.81M -9,303 -94%
PA
675
Parallel Advisors
California
$106K -$3.5K -18 -3%

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.