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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 %
BAAM
676
Baker Avenue Asset Management
California
$252K +$1.34K +6 +0.5%
KFC
677
Klingenstein Fields & Co
New York
$252K – – –
BCV
678
Banque Cantonale Vaudoise
Switzerland
$251K +$251K +1,121 New
NFG
679
Nadler Financial Group
Illinois
$250K +$895 +4 +0.4%
BAM
680
Berkshire Asset Management
Pennsylvania
$246K +$246K +1,099 New
SFA
681
Semmax Financial Advisors
North Carolina
$246K -$87.6K -406 -26%
PTP
682
Platform Technology Partners
New York
$245K +$245K +1,094 New
HCMT
683
Highland Capital Management (Tennessee)
Tennessee
$244K – – –
HT
684
Headlands Technologies
Illinois
$240K +$14.8K +66 +7%
AAP
685
Arax Advisory Partners
Colorado
$240K -$12.1K -54 -5%
CP
686
Camelot Portfolios
Ohio
$240K +$240K +1,070 New
FL
687
Fort LP
Maryland
$239K +$5.6K +25 +2%
AFG
688
Atomi Financial Group
New York
$237K +$237K +1,061 New
GS
689
GTS Securities
New York
$234K -$225K -1,005 -49%
FCI
690
Financial Counselors Inc
Kansas
$230K -$150K -668 -39%
FFWA
691
Forthright Family Wealth Advisory
Texas
$228K – – –
P
692
Pitcairn
Pennsylvania
$228K +$33.1K +148 +17%
TC
693
Trilogy Capital
California
$228K +$228K +1,019 New
PWG
694
Portside Wealth Group
Utah
$228K -$15K -67 -6%
MA
695
MCF Advisors
Kentucky
$226K +$4.48K +20 +2%
OAM
696
Oak Asset Management
California
$225K – – –
AIA
697
Angeles Investment Advisors
California
$225K +$225K +1,005 New
LCWP
698
Legacy Capital Wealth Partners
Arkansas
$224K +$224K +1,001 New
AIM
699
Arcadia Investment Management
Michigan
$224K – – –
HCM
700
Hengehold Capital Management
Ohio
$223K +$43.4K +194 +24%
26 27
28
29 30