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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 %
PIM
776
Plato Investment Management
Australia
$49.2K – – –
BWP
777
Baldwin Wealth Partners
Massachusetts
$48.8K +$3.81K +17 +8%
EC
778
EntryPoint Capital
New York
$47K +$47K +210 New
RFG
779
RFP Financial Group
Georgia
$46.3K +$8.95K +40 +24%
SHIM
780
Stone House Investment Management
Pennsylvania
$45.9K -$2.91K -13 -6%
PMFA
781
Plante Moran Financial Advisors
Michigan
$44.8K -$2.46K -11 -5%
SAG
782
Spotlight Asset Group
Illinois
$44.8K – – –
LI
783
LRI Investments
Florida
$43.6K -$15.6K -70 -26%
SSG
784
Summit Securities Group
New York
$40K +$40K +178 New
OCM
785
Orion Capital Management
California
$38.7K – – –
OC
786
Oakworth Capital
Alabama
$35.8K – – –
PFBT
787
Parkside Financial Bank & Trust
Missouri
$35.1K -$4.48K -20 -11%
MHR
788
Matthew Hamilton Rosenberg
$35.1K – – –
PB
789
Pinnacle Bancorp
Nebraska
$34.7K – – –
A
790
AlphaQuest
New York
$34.7K +$34.7K +155 New
OP
791
ORG Partners
Indiana
$34.4K +$34.4K +157 New
LFG
792
Larson Financial Group
Missouri
$33.8K +$2.24K +10 +7%
CYG
793
Clean Yield Group
Vermont
$33.6K – – –
BFEC
794
Benjamin F. Edwards & Company
Missouri
$33K -$21.5K -97 -39%
TFM
795
TFC Financial Management
Massachusetts
$32.5K -$224 -1 -0.7%
CP
796
Castleview Partners
Texas
$31.1K – – –
C
797
Covestor
United Kingdom
$30K -$26.3K -119 -47%
CCA
798
Catalyst Capital Advisors
New York
$29.8K +$1.12K +5 +4%
RA
799
Rise Advisors
New York
$29.5K +$223 +1 +0.8%
JSAM
800
J. Safra Asset Management
New York
$28.2K -$79.5K -355 -74%
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