We are live on ! Find out more

807 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 279 increasing their positions, 311 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more funds holding in top 10

Funds holding in top 10: 1425 (+11)

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

31% more call options, than puts

Call options by funds: $93.7M | Put options by funds: $71.5M

9% more capital invested

Capital invested by funds: $23.1B → $25.3B (+$2.19B)

2% more funds holding

Funds holding: 791807 (+16)

0.19% less ownership

Funds ownership: 93.76%93.56% (-0.19%)

10% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 311

Holders
807
Holders Change
+16
Holders Change %
+2.02%
% of All Funds
12.81%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
95
Increased
279
Reduced
311
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
726
Clearstead Trust
Maine
$33.7K +$16.5K +83 +99%
SFG
727
Steward Financial Group
Texas
$32K -$199 -1 -0.6%
BTI
728
Blue Trust Inc
Georgia
$32K +$797 +4 +2%
PB
729
Pinnacle Bancorp
Nebraska
$31.3K
BFEC
730
Benjamin F. Edwards & Company
Missouri
$30K
TFM
731
TFC Financial Management
Massachusetts
$29.3K +$11K +55 +61%
VAG
732
VisionPoint Advisory Group
Texas
$27.8K +$27.5K +138 New
GWS
733
Glassman Wealth Services
Virginia
$27.6K -$199 -1 -0.7%
FFA
734
Farther Finance Advisors
California
$27K +$3.79K +19 +17%
RFG
735
RFP Financial Group
Georgia
$25.6K -$2.99K -15 -11%
OIAM
736
OFI Invest Asset Management
France
$25K +$26.1K +131 New
HCP
737
Hexagon Capital Partners
Arkansas
$24.6K +$4.58K +23 +23%
JGIA
738
Jackson Grant Investment Advisers
Connecticut
$24K
BIA
739
Bell Investment Advisors
California
$23.6K -$199 -1 -0.8%
PFBT
740
Parkside Financial Bank & Trust
Missouri
$20.6K +$3.79K +19 +23%
AF
741
Allworth Financial
California
$20.2K +$8.97K +45 +82%
MHR
742
Matthew Hamilton Rosenberg
$20.2K
TCOV
743
Trust Company of Vermont
Vermont
$20.2K
HL
744
HeadInvest LLC
Maine
$20.1K +$19.9K +100 New
APC
745
Aspire Private Capital
North Carolina
$19.8K -$11.4K -57 -37%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$19.4K
TCM
747
Tradewinds Capital Management
Washington
$19.2K
CMP
748
Coston McIsaac & Partners
Maine
$18K
GKIM
749
GW&K Investment Management
Massachusetts
$17K +$7.18K +36 +75%
WB
750
Webster Bank
Connecticut
$16.5K

CDW Hedge Fund Activity: Q3 2023 in Review

807 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2023, worth a combined $25.3B — up 9.5% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CDW positions and 67 closed out — a net gain of 28 holders — while 279 added to existing stakes and 311 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $69.5M. The largest seller was Invesco, cutting an estimated $107M.

  • 807 institutional investors held CDW (CDW) as of Q3 2023, up from 791 in Q2 2023.
  • Funds reported $25.3B of CDW stock for Q3 2023, up 9.5% quarter-over-quarter.
  • 95 funds opened new CDW positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest CDW buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $69.5M added.
  • The largest CDW seller in Q3 2023 was Invesco, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2023.