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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
$332M
3
Macquarie Group
Macquarie Group
Australia
$245M
4
Holocene Advisors
Holocene Advisors
New York
$172M
5
PL
Perpetual Ltd
Australia
$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$779M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
826
Capital Advisors Ltd
Ohio
$10K +$465 +2 +5%
AWM
827
Abound Wealth Management
Tennessee
$9.99K +$227 +1 +2%
FG
828
Fairman Group
Pennsylvania
$9.73K – – –
FCA
829
FinTrust Capital Advisors
South Carolina
$8.83K – – –
CA
830
Centerpoint Advisors
Massachusetts
$8K – – –
SA
831
SRH Advisors
Kansas
$7.69K – – –
FRA
832
Front Row Advisors
California
$6.79K -$3.62K -16 -35%
WPA
833
West Paces Advisors
Georgia
$6.79K -$2.72K -12 -29%
PPA
834
Painted Porch Advisors
California
$6.6K – – –
SIC
835
Salem Investment Counselors
North Carolina
$6.11K – – –
BCMLT
836
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.11K – – –
FWM
837
FSA Wealth Management
Massachusetts
$5.66K +$5.66K +25 New
WT
838
Washington Trust
Rhode Island
$5.21K – – –
HCM
839
Hollencrest Capital Management
California
$4.98K – – –
EBA
840
Eagle Bay Advisors
New York
$4.72K -$450 -2 -9%
CT
841
Colonial Trust
South Carolina
$4.66K +$4.66K +21 New
HIA
842
Harbor Investment Advisory
Maryland
$4.53K -$226 -1 -5%
RCM
843
Raleigh Capital Management
North Carolina
$4.3K -$1.81K -8 -30%
RWPA
844
Richard W. Paul & Associates
Michigan
$4.3K – – –
AEPWM
845
Atlantic Edge Private Wealth Management
Florida
$4.3K – – –
CSB
846
City State Bank
Iowa
$4.07K – – –
FPF
847
First Pacific Financial
Washington
$3.62K -$453 -2 -11%
DPW
848
DiNuzzo Private Wealth
Pennsylvania
$3.62K -$226 -1 -6%
CB
849
CNB Bank
Pennsylvania
$3.62K – – –
GGI
850
Godsey & Gibb Inc
Virginia
$3.4K – – –
32 33
34
35 36