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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
RI
676
Ridgewood Investments
New Jersey
$104K +$117K +600 New
CA
677
CoreCap Advisors
Michigan
$99.7K -$57.3K -295 -34%
NB
678
NBT Bank
New York
$98.3K -$73.2K -377 -40%
GRP
679
Global Retirement Partners
California
$92.4K +$14.6K +75 +16%
MSWM
680
Mowery & Schoenfeld Wealth Management
Illinois
$90.7K +$4.27K +22 +4%
SWM
681
Spire Wealth Management
Virginia
$88.9K -$37.5K -193 -27%
TF
682
Tompkins Financial
New York
$87K
SIM
683
Sentry Investment Management
Wisconsin
$87K -$15.9K -82 -14%
JWA
684
JFS Wealth Advisors
Pennsylvania
$84.2K -$11.8K -61 -11%
DZ Bank
685
DZ Bank
Germany
$83.2K -$65.3K -336 -41%
ZB
686
Zions Bancorporation
Utah
$82K -$707K -3,642 -89%
WT
687
Whittier Trust
California
$78.3K -$19.6K -101 -18%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$78K -$13.6K -70 -14%
GFPC
689
Global Financial Private Client
Florida
$72.9K +$583 +3 +0.7%
APF
690
Alaska Permanent Fund
Alaska
$71.4K
OWP
691
ORG Wealth Partners
Texas
$69.3K +$77.3K +398 New
TIM
692
Thompson Investment Management
Wisconsin
$68.7K
BIG
693
Brooklyn Investment Group
New York
$68.6K -$583 -3 -0.8%
DWA
694
Dougherty Wealth Advisers
Minnesota
$68.6K
PPA
695
Pilgrim Partners Asia
Singapore
$66.1K +$73.8K +380 New
QC
696
Quent Capital
New York
$64.9K
Q1WB
697
Quest 10 Wealth Builders
Virginia
$62.1K +$69.4K +357 New
DMBA
698
Deseret Mutual Benefit Administrators
Utah
$58K -$24.5K -126 -27%
MB
699
Mizuho Bank
Japan
$57.4K -$13.6K -70 -18%
GEA
700
Glen Eagle Advisors
New Jersey
$56.9K

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.