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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
DIP
751
DT Investment Partners
Pennsylvania
$16.1K
ITIM
752
Indiana Trust & Investment Management
Indiana
$16.1K +$15.9K +80 New
SSB
753
Sandy Spring Bank
Maryland
$15.9K -$13.8K -69 -47%
LF
754
Lee Financial
Texas
$15.9K
OIA
755
Optimum Investment Advisors
Illinois
$15.1K
ADL
756
Asset Dedication LLC
California
$15K +$14.4K +72 New
EARNEST Partners
757
EARNEST Partners
Georgia
$14.9K
CWM
758
Cranbrook Wealth Management
Michigan
$14.1K
LSA
759
Leonteq Securities AG
Switzerland
$13.5K +$1.79K +9 +16%
MCM
760
MV Capital Management
Maryland
$13.5K +$3.19K +16 +31%
UIA
761
Ulland Investment Advisors
Minnesota
$13K
CT
762
Cambridge Trust
Massachusetts
$12.9K +$12.8K +64 New
CFGS
763
Concourse Financial Group Securities
Alabama
$10.1K -$797 -4 -7%
SIS
764
Sound Income Strategies
Florida
$10.1K
FRA
765
Front Row Advisors
California
$9.28K
AWM
766
Abound Wealth Management
Tennessee
$8.69K +$1.59K +8 +23%
CAL
767
Capital Advisors Ltd
Ohio
$8K
CA
768
Centerpoint Advisors
Massachusetts
$8K
SWA
769
Sutton Wealth Advisors
Florida
$7.46K +$1.99K +10 +37%
HWP
770
Highline Wealth Partners
California
$7.06K +$6.98K +35 New
SA
771
SRH Advisors
Kansas
$6.86K
First Manhattan
772
First Manhattan
New York
$6.05K -$57.6K -289 -91%
SIC
773
Salem Investment Counselors
North Carolina
$5.45K
CWP
774
Concord Wealth Partners
Virginia
$5.04K
WT
775
Washington Trust
Rhode Island
$5.04K

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.