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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 %
VSQM
676
V-Square Quantitative Management
Illinois
$243K +$45.7K +202 +23%
BBA
677
Baader Bank Aktiengesellschaft
Germany
$239K +$239K +1,062 New
RWM
678
Ritholtz Wealth Management
New York
$238K -$17.4K -77 -7%
AWM
679
Ariadne Wealth Management
California
$238K +$238K +1,173 New
FL
680
Fort LP
Maryland
$236K -$5.43K -24 -2%
DS
681
DRW Securities
Illinois
$236K -$54.1K -239 -19%
SCA
682
Snowden Capital Advisors
New York
$233K +$233K +1,030 New
Wolverine Trading
683
Wolverine Trading
Illinois
$232K +$17K +75 +8%
MA
684
MCF Advisors
Kentucky
$228K – – –
OAM
685
Oak Asset Management
California
$227K – – –
FCI
686
Financial Counselors Inc
Kansas
$226K -$6.79K -30 -3%
AWA
687
Arkadios Wealth Advisors
Georgia
$226K +$2.94K +13 +1%
SMA
688
Sage Mountain Advisors
Georgia
$225K +$225K +992 New
AA
689
Ancora Advisors
Ohio
$224K +$226 +1 +0.1%
PI
690
PEAK6 Investments
Illinois
$224K +$224K +988 +49,400%
MSAM
691
Moloney Securities Asset Management
Missouri
$224K – – –
PFS
692
Prospera Financial Services
Texas
$222K -$65.4K -289 -23%
AssetMark Inc
693
AssetMark Inc
California
$221K +$60K +265 +37%
SDIC
694
South Dakota Investment Council
South Dakota
$220K – – –
SFA
695
Semmax Financial Advisors
North Carolina
$219K +$576 +3 +0.3%
MWM
696
Mission Wealth Management
California
$217K +$2.72K +12 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
697
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$216K +$2.49K +11 +1%
CIS
698
Custom Index Systems
New York
$215K +$215K +949 New
CCA
699
Childress Capital Advisors
Texas
$214K +$1.13K +5 +0.5%
NB
700
NBT Bank
New York
$213K +$10.9K +48 +5%
26 27
28
29 30