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861 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 315 increasing their positions, 299 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 67

40% more call options, than puts

Call options by funds: $82.8M | Put options by funds: $59.2M

18% more capital invested

Capital invested by funds: $25.3B → $30B (+$4.68B)

7% more funds holding

Funds holding: 807 → 861 (+54)

5.13% more ownership

Funds ownership: 93.56% → 98.69% (+5.1%)

5% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 299

16% less funds holding in top 10

Funds holding in top 10: 25 → 21 (-4)

Holders
861
Holders Change
+54
Holders Change %
+6.69%
% of All Funds
12.55%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
315
Reduced
299
Closed
67
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.49B
2
BlackRock
BlackRock
New York
+$190M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$166M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
5
First Trust Advisors
First Trust Advisors
Illinois
+$114M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$161M
2
GC
Gobi Capital
California
-$142M
3
FMI
Fiduciary Management Inc
Wisconsin
-$119M
4
JP Morgan Chase
JP Morgan Chase
New York
-$83.9M
5
Select Equity Group
Select Equity Group
New York
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
776
Parkside Financial Bank & Trust
Missouri
$25.7K +$2.33K +11 +11%
TCOV
777
Trust Company of Vermont
Vermont
$25.5K +$2.54K +12 +12%
MHR
778
Matthew Hamilton Rosenberg
$22.7K – – –
HCP
779
Hexagon Capital Partners
Arkansas
$22.5K -$4.66K -22 -18%
APC
780
Aspire Private Capital
North Carolina
$22.4K – – –
FMII
781
Farmers & Merchants Investments Inc
Nebraska
$21.8K – – –
TCM
782
Tradewinds Capital Management
Washington
$21.6K – – –
CMP
783
Coston McIsaac & Partners
Maine
$21K – – –
AS
784
Altshuler Shaham
Israel
$19.8K +$18.4K +87 New
GKIM
785
GW&K Investment Management
Massachusetts
$19K +$212 +1 +1%
WB
786
Webster Bank
Connecticut
$18.6K – – –
DIP
787
DT Investment Partners
Pennsylvania
$18.4K – – –
ITIM
788
Indiana Trust & Investment Management
Indiana
$18.2K – – –
AF
789
Allworth Financial
California
$18K -$4.45K -21 -21%
SSB
790
Sandy Spring Bank
Maryland
$18K – – –
MCM
791
MV Capital Management
Maryland
$18K +$2.54K +12 +18%
MSWM
792
Mowery & Schoenfeld Wealth Management
Illinois
$17.7K +$16.5K +78 New
OIA
793
Optimum Investment Advisors
Illinois
$17K – – –
ADL
794
Asset Dedication LLC
California
$16K – – –
CWM
795
Cranbrook Wealth Management
Michigan
$15.9K – – –
KWAG
796
Kiely Wealth Advisory Group
North Carolina
$15.4K +$14.2K +67 New
CFGS
797
Concourse Financial Group Securities
Alabama
$14.3K +$2.75K +13 +26%
UIA
798
Ulland Investment Advisors
Minnesota
$14K – – –
WCM
799
Winthrop Capital Management
Indiana
$13.2K +$12.3K +58 New
SIS
800
Sound Income Strategies
Florida
$11.4K – – –
30 31
32
33 34

CDW Hedge Fund Activity: Q4 2023 in Review

861 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2023, worth a combined $30B — up 18% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CDW positions and 67 closed out — a net gain of 63 holders — while 315 added to existing stakes and 299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49B. The largest seller was AllianceBernstein, cutting an estimated $161M.

  • 861 institutional investors held CDW (CDW) as of Q4 2023, up from 807 in Q3 2023.
  • Funds reported $30B of CDW stock for Q4 2023, up 18% quarter-over-quarter.
  • 130 funds opened new CDW positions in Q4 2023 and 67 closed out, a net change of +63 holders.
  • The largest CDW buyer in Q4 2023 was Morgan Stanley, an estimated $1.49B added.
  • The largest CDW seller in Q4 2023 was AllianceBernstein, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.