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CDW
CDW

Overview Fund Activity

858 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, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
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
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.12B
2
BlackRock
2
BlackRock
New York
$2.47B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$788M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.81B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$142M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$904M
2
GC
2
Gobi Capital
California
$2.33M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$154M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$316M
5
Select Equity Group
5
Select Equity Group
New York
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
801
Capital Advisors Ltd
Ohio
$9K – – –
FCA
802
FinTrust Capital Advisors
South Carolina
$8.87K +$8.87K +39 New
FFO
803
Fortitude Family Office
Arizona
$8.64K +$8.64K +38 New
SAM
804
Smartleaf Asset Management
Massachusetts
$8K +$8K +35 New
CA
805
Centerpoint Advisors
Massachusetts
$8K -$1.14K -5 -13%
SA
806
SRH Advisors
Kansas
$7.73K – – –
First Manhattan
807
First Manhattan
New York
$7.5K +$682 +3 +10%
PWMG
808
Private Wealth Management Group
New Jersey
$7.05K +$7.05K +31 New
VNA
809
Valley National Advisers
Pennsylvania
$7K +$7K +32 New
FRA
810
Front Row Advisors
California
$6.82K -$3.64K -16 -35%
SIC
811
Salem Investment Counselors
North Carolina
$6.14K – – –
FWM
812
FSA Wealth Management
Massachusetts
$6K +$6K +25 New
WT
813
Washington Trust
Rhode Island
$5.68K – – –
BWM
814
BKM Wealth Management
Wisconsin
$5.68K +$5.68K +25 New
HCM
815
Hollencrest Capital Management
California
$5K – – –
LTI
816
Laffer Tengler Investments
Tennessee
$5K +$5K +22 New
WIA
817
Wetzel Investment Advisors
Indiana
$5K +$5K +23 New
HIA
818
Harbor Investment Advisory
Maryland
$4.77K -$455 -2 -9%
MAM
819
Meeder Asset Management
Ohio
$4.77K +$4.77K +21 New
SIC
820
SJS Investment Consulting
Ohio
$4.55K – – –
S
821
Sachetta
Massachusetts
$4.32K +$4.32K +19 New
AEPWM
822
Atlantic Edge Private Wealth Management
Florida
$4.32K +$4.32K +19 New
RWPA
823
Richard W. Paul & Associates
Michigan
$4.32K – – –
FPF
824
First Pacific Financial
Washington
$4.09K +$4.09K +18 New
HFS
825
Hantz Financial Services
Michigan
$4K -$362K -1,630 -99%
31 32
33
34 35