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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 %
WBC
726
Westpac Banking Corp
Australia
$173K – – –
PWMG
727
Prestige Wealth Management Group
New Jersey
$171K -$3.13K -14 -2%
HB
728
Horizon Bancorp
Indiana
$171K +$23.5K +105 +16%
CFO
729
CVA Family Office
Colorado
$170K -$448 -2 -0.3%
JWM
730
Janiczek Wealth Management
Colorado
$165K – – –
GWM
731
Geneos Wealth Management
Colorado
$162K – – –
AssetMark Inc
732
AssetMark Inc
California
$159K +$15.2K +68 +11%
SWM
733
Spire Wealth Management
Virginia
$158K -$8.06K -36 -5%
Twin Tree Management
734
Twin Tree Management
Texas
$158K +$158K +705 New
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$148K -$23.5K -105 -14%
RIL
736
Rothschild Investment LLC
Illinois
$148K -$11K -49 -7%
CWM
737
Compass Wealth Management
Connecticut
$144K -$13.7K -61 -9%
PCM
738
Penserra Capital Management
California
$142K +$1.57K +7 +1%
SOW
739
State of Wyoming
Wyoming
$142K -$40.5K -181 -22%
DMBA
740
Deseret Mutual Benefit Administrators
Utah
$134K -$25.1K -112 -16%
SIM
741
Sentry Investment Management
Wisconsin
$130K -$26.8K -120 -17%
MWM
742
Mascoma Wealth Management
New Hampshire
$125K +$63.8K +285 +105%
GM
743
GeoWealth Management
Illinois
$124K +$33.6K +150 +37%
WT
744
Whittier Trust
California
$123K – – –
JWA
745
JFS Wealth Advisors
Pennsylvania
$121K +$224 +1 +0.2%
PA
746
Parallel Advisors
California
$120K -$8.06K -36 -6%
MSWM
747
Mowery & Schoenfeld Wealth Management
Illinois
$119K – – –
AA
748
Alta Advisers
United Kingdom
$112K – – –
CAL
749
Capital Analysts LLC
Pennsylvania
$105K +$1.12K +5 +1%
Optiver Holding
750
Optiver Holding
Netherlands
$103K -$12.8K -57 -11%
28 29
30
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