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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 %
T
751
TOBAM
France
$103K – – –
CCA
752
Catalyst Capital Advisors
New York
$99.1K +$69K +305 +229%
GFPC
753
Global Financial Private Client
Florida
$94.1K – – –
APF
754
Alaska Permanent Fund
Alaska
$92.8K – – –
CH
755
Cromwell Holdings
Wyoming
$91.4K – – –
MB
756
Mizuho Bank
Japan
$90.5K – – –
CFM
757
Catalyst Funds Management
Australia
$90.5K +$90.5K +400 New
BIG
758
Brooklyn Investment Group
New York
$90.1K +$90.1K +398 New
TIM
759
Thompson Investment Management
Wisconsin
$89.4K – – –
DWA
760
Dougherty Wealth Advisers
Minnesota
$89.2K -$3.62K -16 -4%
QC
761
Quent Capital
New York
$84.4K – – –
FHA
762
First Horizon Advisors
Tennessee
$78.3K +$679 +3 +0.9%
BAM
763
Byrne Asset Management
New Jersey
$78.1K – – –
GEA
764
Glen Eagle Advisors
New Jersey
$74K -$22.6K -100 -23%
CT
765
Clearstead Trust
Maine
$64.8K – – –
TPCW
766
TD Private Client Wealth
New York
$62.9K -$40.5K -179 -39%
OC
767
Oarsman Capital
Wisconsin
$57.9K +$57.9K +256 New
SL
768
Salomon & Ludwin
Virginia
$57K – – –
KB
769
Kimelman & Baird
New York
$56.6K – – –
C
770
Covestor
United Kingdom
$55K +$24.5K +109 +80%
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.5K – – –
NSIM
772
North Star Investment Management
Illinois
$50.4K +$226 +1 +0.5%
AAP
773
Arax Advisory Partners
Colorado
$50K -$193K -853 -79%
SSG
774
Summit Securities Group
New York
$50K +$9.73K +43 +24%
PIM
775
Plato Investment Management
Australia
$49.7K – – –
29 30
31
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