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852 hedge funds and large institutions have $21.5B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 277 increasing their positions, 363 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 91.87%92.53% (+0.67%)

5% less funds holding

Funds holding: 893852 (-41)

14% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $81.2M

18% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 136

23% less capital invested

Capital invested by funds: $27.7B → $21.5B (-$6.24B)

24% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
852
Holders Change
-41
Holders Change %
-4.59%
% of All Funds
11.22%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
111
Increased
277
Reduced
363
Closed
136
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
751
Webster Bank
Connecticut
$14.3K
DIP
752
DT Investment Partners
Pennsylvania
$13.9K
SSB
753
Sandy Spring Bank
Maryland
$13.8K
GSWM
754
Golden State Wealth Management
California
$13.6K +$15.2K +78 New
RTC
755
Riverview Trust Company
Washington
$13.4K -$777 -4 -5%
HNB
756
Hilltop National Bank
Wyoming
$13.1K
OIA
757
Optimum Investment Advisors
Illinois
$13.1K
KWAG
758
Kiely Wealth Advisory Group
North Carolina
$12.8K
MCM
759
MV Capital Management
Maryland
$12.7K -$389 -2 -3%
ADL
760
Asset Dedication LLC
California
$12.5K
HWM
761
Hemington Wealth Management
Virginia
$12K -$389 -2 -3%
UIA
762
Ulland Investment Advisors
Minnesota
$11K
SS
763
SBI Securities
Japan
$10.8K +$12K +62 New
MHR
764
Matthew Hamilton Rosenberg
$10.4K -$19.4K -100 -63%
PWMG
765
Private Wealth Management Group
New Jersey
$9.92K -$5.63K -29 -34%
HCP
766
Hexagon Capital Partners
Arkansas
$9.92K -$1.94K -10 -15%
AWM
767
Abound Wealth Management
Tennessee
$9.25K +$1.75K +9 +20%
SC
768
Steph & Co
Wisconsin
$9.05K -$5.05K -26 -33%
SIM
769
Synergy Investment Management
Florida
$8.65K +$9.71K +50 New
GIA
770
GHP Investment Advisors
Colorado
$8.35K +$9.32K +48 New
CAL
771
Capital Advisors Ltd
Ohio
$7K
WTA
772
Washington Trust Advisors
Massachusetts
$6.44K +$7.19K +37 New
CPA
773
Compass Planning Associates
Massachusetts
$6.32K +$6.99K +36 New
CT
774
Colonial Trust
South Carolina
$6.06K +$2.72K +14 +67%
CA
775
Centerpoint Advisors
Massachusetts
$6K

CDW Hedge Fund Activity: Q4 2024 in Review

852 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2024, worth a combined $21.5B — down 23% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of CDW and 111 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 277 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $422M.

  • 852 institutional investors held CDW (CDW) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $21.5B of CDW stock for Q4 2024, down 23% quarter-over-quarter.
  • 111 funds opened new CDW positions in Q4 2024 and 136 closed out, a net change of -25 holders.
  • The largest CDW buyer in Q4 2024 was D.E. Shaw & Co, an estimated $354M added.
  • The largest CDW seller in Q4 2024 was Fidelity Investments, an estimated $422M sold.

Based on aggregated 13F filings for Q4 2024.