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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 %
TC
701
Trilogy Capital
California
$212K -$18.8K -83 -8%
SF
702
Summit Financial
New Jersey
$210K +$210K +926 New
BJL
703
Brighton Jones LLC
Washington
$209K +$209K +925 New
MCM
704
MAI Capital Management
Ohio
$209K -$278K -1,227 -57%
QWM
705
Quadcap Wealth Management
Texas
$207K +$207K +915 New
NCM
706
Noesis Capital Mangement
Florida
$207K – – –
GA
707
Geller Advisors
New York
$206K – – –
AIA
708
Angeles Investment Advisors
California
$206K -$21.3K -94 -9%
VF
709
Vest Financial
Virginia
$206K +$206K +911 New
Verition Fund Management
710
Verition Fund Management
Connecticut
$206K -$498K -2,202 -71%
GCM
711
Gallacher Capital Management
Colorado
$205K +$205K +907 New
LSAG
712
Lake Street Advisors Group
New Hampshire
$204K +$204K +902 New
WCM
713
Washington Capital Management
Washington
$204K +$204K +900 New
HCM
714
Howard Capital Management
Georgia
$202K +$202K +892 New
AF
715
Advisornet Financial
Minnesota
$201K +$198K +876 +7,300%
Federated Hermes
716
Federated Hermes
Pennsylvania
$200K -$57.5K -254 -22%
CA
717
CoreCap Advisors
Michigan
$196K -$91.2K -403 -32%
PP
718
PFS Partners
New Jersey
$190K – – –
AWM
719
Avior Wealth Management
Nebraska
$187K +$1.13K +5 +0.6%
Walleye Capital
720
Walleye Capital
New York
$185K -$3.17M -13,987 -94%
DZ Bank
721
DZ Bank
Germany
$184K – – –
HB
722
Horizon Bancorp
Indiana
$177K +$3.63K +16 +2%
WBC
723
Westpac Banking Corp
Australia
$175K – – –
CFO
724
CVA Family Office
Colorado
$174K +$1.58K +7 +0.9%
PWMG
725
Prestige Wealth Management Group
New Jersey
$173K – – –
27 28
29
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