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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
MWM
701
Mascoma Wealth Management
New Hampshire
$55.5K -$45.3K -233 -42%
BAM
702
Byrne Asset Management
New Jersey
$54.8K -$5.83K -30 -9%
LSA
703
Leonteq Securities AG
Switzerland
$52.4K +$37.1K +191 +174%
CT
704
Clearstead Trust
Maine
$49.9K +$194 +1 +0.3%
CF
705
Canoe Financial
Alberta, Canada
$48K +$21.8K +112 +68%
QL
706
Quarry LP
New York
$47.7K +$53.2K +274 New
CH
707
Cromwell Holdings
Wyoming
$44.2K -$29.1K -150 -37%
KB
708
Kimelman & Baird
New York
$43.5K
SL
709
Salomon & Ludwin
Virginia
$41.8K -$2.33K -12 -5%
TPCW
710
TD Private Client Wealth
New York
$41.4K -$7.77K -40 -14%
TFIPS
711
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K
Optiver Holding
712
Optiver Holding
Netherlands
$40K +$23.1K +119 +107%
CA
713
Continuum Advisory
Idaho
$39K -$194 -1 -0.4%
CA
714
Clearstead Advisors
Ohio
$38.3K -$68.6K -353 -62%
PFBT
715
Parkside Financial Bank & Trust
Missouri
$36K +$11.3K +58 +39%
AF
716
Allworth Financial
California
$35.5K +$10.1K +52 +40%
PMFA
717
Plante Moran Financial Advisors
Michigan
$34.8K
OIAM
718
OFI Invest Asset Management
France
$31.8K +$36.7K +189 New
OCM
719
Orion Capital Management
California
$30.1K +$33.6K +173 New
C
720
Covestor
United Kingdom
$29K -$15.7K -81 -33%
FHA
721
First Horizon Advisors
Tennessee
$28.4K -$35.5K -183 -53%
OC
722
Oakworth Capital
Alabama
$27.8K
OP
723
ORG Partners
Indiana
$27.3K
TFM
724
TFC Financial Management
Massachusetts
$27K -$7.77K -40 -21%
PB
725
Pinnacle Bancorp
Nebraska
$27K

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.