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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
FNWA
826
Financial Network Wealth Advisors
Utah
$1.39K
BGAI
827
Bruce G. Allen Investments
Colorado
$1.39K +$971 +5 +167%
PA
828
Pineridge Advisors
Missouri
$1.24K -$194 -1 -13%
FPF
829
First Pacific Financial
Washington
$1.04K -$1.94K -10 -63%
WCM
830
WealthTrak Capital Management
Virginia
$1.04K +$1.17K +6 New
DRP
831
Decker Retirement Planning
Utah
$1.04K +$1.17K +6 New
HFS
832
Hantz Financial Services
Michigan
$1K
CSWM
833
Cassady Schiller Wealth Management
Ohio
$870 +$971 +5 New
NL
834
NVWM LLC
Pennsylvania
$870 +$971 +5 New
WA
835
Whipplewood Advisors
Colorado
$870 +$971 +5 New
TWD
836
True Wealth Design
Ohio
$697 -$389 -2 -33%
FMP
837
Financial Management Professionals
Texas
$696
PWA
838
Principia Wealth Advisory
Texas
$696 +$777 +4 New
SN
839
Sittner & Nelson
Oregon
$696 +$777 +4 New
CPG
840
Cornerstone Planning Group
New Jersey
$582 -$1.36K -7 -70%
BFPW
841
BOK Financial Private Wealth
Colorado
$523 +$583 +3 New
PWM
842
Parkworth Wealth Management
California
$522 +$583 +3 New
RAM
843
Riggs Asset Management
Pennsylvania
$521 +$583 +3 New
WW
844
Winnow Wealth
Texas
$423 +$583 +3 New
SWA
845
SOA Wealth Advisors
New York
$362 -$194 -1 -33%
CAWM
846
Capital A Wealth Management
Pennsylvania
$348 +$389 +2 New
LWCFA
847
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$194
AGWCA
848
Annis Gardner Whiting Capital Advisors
Florida
$175 +$194 +1 New
WA
849
WestEnd Advisors
North Carolina
$174
APW
850
Aventura Private Wealth
Florida
$174 +$194 +1 New

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.