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CDW

861 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, 315 increasing their positions, 299 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 67

40% more call options, than puts

Call options by funds: $82.8M | Put options by funds: $59.2M

18% more capital invested

Capital invested by funds: $25.3B → $30B (+$4.68B)

7% more funds holding

Funds holding: 807 → 861 (+54)

5.13% more ownership

Funds ownership: 93.56% → 98.69% (+5.1%)

5% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 299

16% less funds holding in top 10

Funds holding in top 10: 25 → 21 (-4)

Holders
861
Holders Change
+54
Holders Change %
+6.69%
% of All Funds
12.55%
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
315
Reduced
299
Closed
67
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.49B
2
BlackRock
BlackRock
New York
+$190M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$166M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
5
First Trust Advisors
First Trust Advisors
Illinois
+$114M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$161M
2
GC
Gobi Capital
California
-$142M
3
FMI
Fiduciary Management Inc
Wisconsin
-$119M
4
JP Morgan Chase
JP Morgan Chase
New York
-$83.9M
5
Select Equity Group
Select Equity Group
New York
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
826
Richard W. Paul & Associates
Michigan
$4.32K – – –
FPF
827
First Pacific Financial
Washington
$4.09K +$3.81K +18 New
HFS
828
Hantz Financial Services
Michigan
$4K -$345K -1,630 -99%
CSB
829
City State Bank
Iowa
$4K – – –
CB
830
CNB Bank
Pennsylvania
$3.64K – – –
GGI
831
Godsey & Gibb Inc
Virginia
$3.41K – – –
WWM
832
Wolff Wiese Magana
California
$3.41K – – –
DPW
833
DiNuzzo Private Wealth
Pennsylvania
$3.41K +$3.18K +15 New
IGWM
834
ICA Group Wealth Management
Colorado
$3.2K +$2.97K +14 New
SSG
835
Summit Securities Group
New York
$3K +$2.54K +12 New
PIS
836
POM Investment Strategies
North Carolina
$2.96K +$2.75K +13 New
RCM
837
Raleigh Capital Management
North Carolina
$2.76K +$1.27K +6 +100%
PA
838
Pineridge Advisors
Missouri
$2.74K +$2.54K +12 New
AT
839
Arlington Trust
Alabama
$2.73K +$2.54K +12 New
CTWM
840
Cherry Tree Wealth Management
Minnesota
$2.62K – – –
DF
841
Dunhill Financial
United Kingdom
$2.37K +$2.12K +10 New
MIM
842
Macroview Investment Management
Maryland
$2.32K -$2.54K -12 -55%
VCM
843
Versant Capital Management
Arizona
$2.27K +$212 +1 +11%
EBA
844
Eagle Bay Advisors
New York
$2.24K -$65.7K -310 -97%
HGERS
845
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
VWA
846
Valued Wealth Advisors
Utah
$1.61K +$1.7K +8 New
RS
847
Rakuten Securities
Japan
$1.14K +$1.06K +5 New
FMP
848
Financial Management Professionals
Texas
$1K – – –
CTA
849
Colonial Trust Advisors
South Carolina
$909 – – –
SWA
850
SOA Wealth Advisors
New York
$700 – – –
32 33
34
35 36

CDW Hedge Fund Activity: Q4 2023 in Review

861 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2023, worth a combined $30B — up 18% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CDW positions and 67 closed out — a net gain of 63 holders — while 315 added to existing stakes and 299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49B. The largest seller was AllianceBernstein, cutting an estimated $161M.

  • 861 institutional investors held CDW (CDW) as of Q4 2023, up from 807 in Q3 2023.
  • Funds reported $30B of CDW stock for Q4 2023, up 18% quarter-over-quarter.
  • 130 funds opened new CDW positions in Q4 2023 and 67 closed out, a net change of +63 holders.
  • The largest CDW buyer in Q4 2023 was Morgan Stanley, an estimated $1.49B added.
  • The largest CDW seller in Q4 2023 was AllianceBernstein, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.