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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 %
GWM
726
Geneos Wealth Management
Colorado
$165K +$1.36K +6 +0.8%
SWM
727
Spire Wealth Management
Virginia
$159K -$453 -2 -0.3%
SS
728
Sunbelt Securities
Texas
$157K -$172K -760 -52%
SAM
729
Smartleaf Asset Management
Massachusetts
$147K +$47.6K +210 +48%
CWM
730
Compass Wealth Management
Connecticut
$146K – – –
RIL
731
Rothschild Investment LLC
Illinois
$145K -$4.98K -22 -3%
PCM
732
Penserra Capital Management
California
$144K +$1.57K +7 +1%
PA
733
Parallel Advisors
California
$143K +$21.5K +95 +18%
FFA
734
Farther Finance Advisors
California
$133K -$221K -976 -62%
SIM
735
Sentry Investment Management
Wisconsin
$132K – – –
CA
736
Clearstead Advisors
Ohio
$130K +$29.4K +130 +29%
BWP
737
Baldwin Wealth Partners
Massachusetts
$126K +$76.9K +340 +156%
MWM
738
Mascoma Wealth Management
New Hampshire
$125K -$1.13K -5 -0.9%
WT
739
Whittier Trust
California
$125K +$226 +1 +0.2%
JWA
740
JFS Wealth Advisors
Pennsylvania
$123K +$680 +3 +0.6%
GM
741
GeoWealth Management
Illinois
$120K -$6.11K -27 -5%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$117K -$32.6K -144 -22%
SOW
743
State of Wyoming
Wyoming
$117K -$26.7K -118 -19%
AA
744
Alta Advisers
United Kingdom
$113K – – –
TF
745
Tompkins Financial
New York
$113K +$113K +500 New
MSWM
746
Mowery & Schoenfeld Wealth Management
Illinois
$113K -$7.69K -34 -6%
JIP
747
Jaffetilchin Investment Partners
Florida
$112K +$112K +495 New
CAL
748
Capital Analysts LLC
Pennsylvania
$107K – – –
DMBA
749
Deseret Mutual Benefit Administrators
Utah
$104K -$31.7K -140 -23%
GRP
750
Global Retirement Partners
California
$103K +$6.33K +28 +7%
28 29
30
31 32