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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 %
CSB
826
City State Bank
Iowa
$4K – – –
CB
827
CNB Bank
Pennsylvania
$3.64K – – –
GGI
828
Godsey & Gibb Inc
Virginia
$3.41K – – –
WWM
829
Wolff Wiese Magana
California
$3.41K – – –
DPW
830
DiNuzzo Private Wealth
Pennsylvania
$3.41K +$3.41K +15 New
IGWM
831
ICA Group Wealth Management
Colorado
$3.2K +$3.2K +14 New
SSG
832
Summit Securities Group
New York
$3K +$3K +12 New
PIS
833
POM Investment Strategies
North Carolina
$2.96K +$2.96K +13 New
RCM
834
Raleigh Capital Management
North Carolina
$2.76K +$1.38K +6 +100%
PA
835
Pineridge Advisors
Missouri
$2.74K +$2.74K +12 New
AT
836
Arlington Trust
Alabama
$2.73K +$2.73K +12 New
CTWM
837
Cherry Tree Wealth Management
Minnesota
$2.62K – – –
DF
838
Dunhill Financial
United Kingdom
$2.37K +$2.37K +10 New
MIM
839
Macroview Investment Management
Maryland
$2.32K -$2.79K -12 -55%
VCM
840
Versant Capital Management
Arizona
$2.27K +$227 +1 +11%
EBA
841
Eagle Bay Advisors
New York
$2.24K -$69.5K -310 -97%
HGERS
842
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
VWA
843
Valued Wealth Advisors
Utah
$1.62K +$1.62K +8 New
RS
844
Rakuten Securities
Japan
$1.14K +$1.14K +5 New
FMP
845
Financial Management Professionals
Texas
$1K – – –
CTA
846
Colonial Trust Advisors
South Carolina
$909 – – –
SWA
847
SOA Wealth Advisors
New York
$700 – – –
CAM
848
ClariVest Asset Management
California
$686 – – –
TWD
849
True Wealth Design
Ohio
$682 – – –
BGAI
850
Bruce G. Allen Investments
Colorado
$682 +$682 +3 New
32 33
34
35 36