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CDW
CDW

Overview Fund Activity

844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.24%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$352M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$240M
3
UBS Group
UBS Group
Switzerland
$206M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$106M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$420M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$221M
2
Amundi
Amundi
France
$198M
3
AllianceBernstein
AllianceBernstein
Tennessee
$160M
4
CCM
Cantillon Capital Management
New York
$0
5
Select Equity Group
Select Equity Group
New York
$609M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
826
Whipplewood Advisors
Colorado
$870 +$870 +5 New
NL
827
NVWM LLC
Pennsylvania
$870 +$870 +5 New
CSWM
828
Cassady Schiller Wealth Management
Ohio
$870 +$870 +5 New
TWD
829
True Wealth Design
Ohio
$697 -$349 -2 -33%
FMP
830
Financial Management Professionals
Texas
$696 – – –
PWA
831
Principia Wealth Advisory
Texas
$696 +$696 +4 New
SN
832
Sittner & Nelson
Oregon
$696 +$696 +4 New
CPG
833
Cornerstone Planning Group
New Jersey
$582 -$1.36K -7 -70%
BFPW
834
BOK Financial Private Wealth
Colorado
$523 +$523 +3 New
PWM
835
Parkworth Wealth Management
California
$522 +$522 +3 New
RAM
836
Riggs Asset Management
Pennsylvania
$521 +$521 +3 New
WW
837
Winnow Wealth
Texas
$423 +$423 +3 New
SWA
838
SOA Wealth Advisors
New York
$362 -$181 -1 -33%
CAWM
839
Capital A Wealth Management
Pennsylvania
$348 +$348 +2 New
LWCFA
840
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$194 – – –
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$175 +$175 +1 New
WA
842
WestEnd Advisors
North Carolina
$174 – – –
BA
843
Bellwether Advisors
Nebraska
$174 +$174 +1 New
CCM
844
Cantillon Capital Management
New York
– -$290M -1,281,644 Closed
JCM
845
Junto Capital Management
New York
– -$31.4M -138,961 Closed
PAS
846
Professional Advisory Services
Florida
– -$25.5M -112,814 Closed
IAIM
847
International Assets Investment Management
Florida
– -$340 -76,907 Closed
CBUSF
848
Construction & Building Unions Superannuation Fund
Australia
– -$12.8M -56,391 Closed
ACIM
849
Azimuth Capital Investment Management
Michigan
– -$11.8M -52,134 Closed
Westfield Capital Management
850
Westfield Capital Management
Massachusetts
– -$11.4M -50,239 Closed
32 33
34
35 36