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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
CSB
801
City State Bank
Iowa
$3.13K
FWM
802
FLP Wealth Management
Arkansas
$2.83K +$3.11K +16 New
CB
803
CNB Bank
Pennsylvania
$2.79K
CFB
804
Cullen/Frost Bankers
Texas
$2.79K +$3.11K +16 New
MEG
805
Millstone Evans Group
Colorado
$2.79K +$3.11K +16 New
VHAM
806
Van Hulzen Asset Management
California
$2.79K +$3.11K +16 New
GGI
807
Godsey & Gibb Inc
Virginia
$2.61K
CJ
808
Caitlin John
Michigan
$2.53K +$194 +1 +7%
DPW
809
DiNuzzo Private Wealth
Pennsylvania
$2.44K -$389 -2 -13%
VWA
810
Valued Wealth Advisors
Utah
$2.44K
T
811
Transce3nd
Texas
$2.44K +$2.72K +14 New
HIA
812
Harbor Investment Advisory
Maryland
$2.26K -$1.36K -7 -35%
PIS
813
POM Investment Strategies
North Carolina
$2.26K
PSFG
814
Park Square Financial Group
Georgia
$2.26K +$2.52K +13 New
TCM
815
TD Capital Management
Tennessee
$2.11K
S
816
Sachetta
Massachusetts
$2.09K +$1.36K +7 +140%
NC
817
NewSquare Capital
Pennsylvania
$2.09K +$2.33K +12 New
CTWM
818
Cherry Tree Wealth Management
Minnesota
$2K
VNA
819
Valley National Advisers
Pennsylvania
$2K -$1.59M -8,163 -100%
EFMH
820
E Fund Management (HK)
Hong Kong
$2K +$1.55K +8 +800%
CIAS
821
CBIZ Investment Advisory Services
Ohio
$1.75K
RS
822
Rakuten Securities
Japan
$1.57K
RWM
823
Ruedi Wealth Management
Illinois
$1.57K
SIS
824
Sound Income Strategies
Florida
$1.57K
WWP
825
WR Wealth Planners
Missouri
$1.57K

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.