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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
12.82%
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 %
SHIM
776
Stone House Investment Management
Pennsylvania
$46.4K – – –
PMFA
777
Plante Moran Financial Advisors
Michigan
$45.3K – – –
TFM
778
TFC Financial Management
Massachusetts
$44.1K +$11.3K +50 +34%
ATS
779
Ashton Thomas Securities
New York
$43K +$43K +190 New
CA
780
Continuum Advisory
Idaho
$40.7K -$1.45K -8 -3%
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40.1K +$40.1K +177 New
FFO
782
Fortitude Family Office
Arizona
$38.7K +$30.1K +133 +350%
SIC
783
SJS Investment Consulting
Ohio
$38K +$11.3K +50 +42%
CF
784
Canoe Financial
Alberta, Canada
$37.2K +$37.2K +164 New
OC
785
Oakworth Capital
Alabama
$36.2K – – –
MHR
786
Matthew Hamilton Rosenberg
$36.2K – – –
CFGS
787
Concourse Financial Group Securities
Alabama
$36K +$14K +62 +64%
OP
788
ORG Partners
Indiana
$35.5K – – –
PB
789
Pinnacle Bancorp
Nebraska
$35.1K – – –
PFBT
790
Parkside Financial Bank & Trust
Missouri
$33.7K -$1.81K -8 -5%
LFG
791
Larson Financial Group
Missouri
$33.5K -$679 -3 -2%
TCOV
792
Trust Company of Vermont
Vermont
$32.8K +$5.66K +25 +21%
CP
793
Castleview Partners
Texas
$31.6K +$226 +1 +0.7%
RA
794
Rise Advisors
New York
$29.9K – – –
AF
795
Allworth Financial
California
$29.7K +$2.27K +10 +8%
JSAM
796
J. Safra Asset Management
New York
$28.5K – – –
VCM
797
Versant Capital Management
Arizona
$28.1K +$25.8K +114 +1,140%
JGIA
798
Jackson Grant Investment Advisers
Connecticut
$26.9K – – –
BIA
799
Bell Investment Advisors
California
$25.6K – – –
Optiver Holding
800
Optiver Holding
Netherlands
$25.1K -$78.5K -347 -76%
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