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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 %
AA
701
Ancora Advisors
Ohio
$222K – – –
MSAM
702
Moloney Securities Asset Management
Missouri
$221K – – –
AWA
703
Arkadios Wealth Advisors
Georgia
$221K +$21.5K +96 +11%
SDIC
704
South Dakota Investment Council
South Dakota
$218K – – –
RP
705
Riverwater Partners
Wisconsin
$216K -$116K -518 -35%
Wolverine Trading
706
Wolverine Trading
Illinois
$213K +$213K +951 New
FCP
707
Fidelis Capital Partners
Florida
$213K -$84.2K -403 -28%
MWM
708
Mission Wealth Management
California
$212K -$12.5K -56 -6%
CCA
709
Childress Capital Advisors
Texas
$211K -$1.12K -5 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
710
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$211K +$211K +942 New
VAG
711
VisionPoint Advisory Group
Texas
$209K +$39.6K +177 +23%
NCM
712
Noesis Capital Mangement
Florida
$205K – – –
CPIG
713
Chicago Partners Investment Group
Illinois
$205K – – –
GA
714
Geller Advisors
New York
$204K – – –
IWP
715
Invenio Wealth Partners
Florida
$203K -$2.69K -12 -1%
Two Sigma Investments
716
Two Sigma Investments
New York
$201K +$201K +900 New
RWP
717
RWA Wealth Partners
Massachusetts
$201K -$33.4K -149 -14%
NB
718
NBT Bank
New York
$200K +$15.2K +68 +8%
DWM
719
Dogwood Wealth Management
Kansas
$200K +$104K +464 +108%
Jones Financial Companies
720
Jones Financial Companies
Missouri
$195K +$118K +529 +154%
VSQM
721
V-Square Quantitative Management
Illinois
$195K -$8.06K -36 -4%
PP
722
PFS Partners
New Jersey
$188K – – –
AWM
723
Avior Wealth Management
Nebraska
$184K -$75K -335 -29%
DZ Bank
724
DZ Bank
Germany
$182K +$75.2K +336 +70%
CUAMC
725
China Universal Asset Management Company
China
$181K +$45.4K +203 +34%
27 28
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