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CDW
CDW

Overview Fund Activity

895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$183M
2
Lazard Asset Management
Lazard Asset Management
New York
+$156M
3
SI
Standard Investments
New York
+$82.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$72.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.8B
2
Capital World Investors
Capital World Investors
California
-$290M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$200M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$198M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
701
Plancorp LLC
Missouri
$220K +$220K +861 New
RB
702
Rodgers Brothers
Pennsylvania
$219K +$219K +855 New
PCA
703
Pallas Capital Advisors
Massachusetts
$218K +$218K +854 New
CCIA
704
Campbell & Co Investment Adviser
Maryland
$217K +$217K +850 New
PP
705
PFS Partners
New Jersey
$215K – – –
CPIG
706
Chicago Partners Investment Group
Illinois
$212K +$212K +880 New
NB
707
NBT Bank
New York
$211K +$211K +826 New
JWCA
708
J.W. Coons Advisors
Ohio
$210K -$166K -650 -44%
SOW
709
State of Wyoming
Wyoming
$208K +$23.5K +92 +13%
HI
710
Humankind Investments
New York
$207K +$207K +808 New
SCA
711
Snowden Capital Advisors
New York
$205K +$205K +803 New
HCM
712
Hengehold Capital Management
Ohio
$205K +$205K +802 New
BBHC
713
Brown Brothers Harriman & Co
New York
$205K +$17.1K +67 +9%
BFO
714
Boston Family Office
Massachusetts
$205K +$205K +800 New
BIM
715
Baldwin Investment Management
Pennsylvania
$205K +$205K +800 New
HCA
716
Hyperion Capital Advisors
New York
$205K +$205K +800 New
ZIM
717
Zacks Investment Management
Illinois
$204K +$204K +799 New
AC
718
Avestar Capital
New York
$202K +$202K +790 New
VA
719
Valmark Advisers
Ohio
$201K +$201K +785 New
CI
720
Conning Inc
Connecticut
$201K +$201K +784 New
FSA
721
Franklin Street Advisors
North Carolina
$200K +$200K +783 New
PWMG
722
Prestige Wealth Management Group
New Jersey
$199K -$8.44K -33 -4%
WBC
723
Westpac Banking Corp
Australia
$198K – – –
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$196K +$11K +43 +6%
CFO
725
CVA Family Office
Colorado
$195K +$512 +2 +0.3%
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