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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 %
TPCW
751
TD Private Client Wealth
New York
$102K -$4.7K -21 -4%
T
752
TOBAM
France
$102K -$151K -670 -60%
LS
753
Livforsakringsbolaget Skandia
Sweden
$101K -$44.7K -200 -31%
CA
754
Clearstead Advisors
Ohio
$99.2K +$69.4K +310 +233%
SAM
755
Smartleaf Asset Management
Massachusetts
$98.6K +$49.3K +220 +100%
GRP
756
Global Retirement Partners
California
$95.8K -$63.4K -283 -40%
GEA
757
Glen Eagle Advisors
New Jersey
$95.6K -$49.2K -220 -34%
GFPC
758
Global Financial Private Client
Florida
$93.1K – – –
DWA
759
Dougherty Wealth Advisers
Minnesota
$91.8K – – –
CH
760
Cromwell Holdings
Wyoming
$90.4K +$90.4K +404 New
MB
761
Mizuho Bank
Japan
$89.5K +$89.5K +400 New
APF
762
Alaska Permanent Fund
Alaska
$89.4K – – –
TIM
763
Thompson Investment Management
Wisconsin
$88.4K – – –
QC
764
Quent Capital
New York
$83.5K – – –
QL
765
Quarry LP
New York
$81K +$81K +362 New
BAM
766
Byrne Asset Management
New Jersey
$77.3K +$77.3K +345 New
FHA
767
First Horizon Advisors
Tennessee
$76.8K +$7.39K +33 +11%
CT
768
Clearstead Trust
Maine
$64.1K – – –
SA
769
Scarborough Advisors
Maryland
$57.2K +$224 +1 +0.4%
SL
770
Salomon & Ludwin
Virginia
$56.4K – – –
KB
771
Kimelman & Baird
New York
$56K +$56K +250 New
CA
772
Continuum Advisory
Idaho
$52.2K +$49.2K +220 +1,692%
TFIPS
773
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.9K – – –
PO
774
Private Ocean
California
$50.4K – – –
NSIM
775
North Star Investment Management
Illinois
$49.7K – – –
29 30
31
32 33