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CDW
CDW

Overview Fund Activity

896 hedge funds and large institutions have $27.3B invested in CDW in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 355 increasing their positions, 314 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
13.03%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.25%
New
92
Increased
355
Reduced
314
Closed
78
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$306M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$855M
3
Invesco
Invesco
Georgia
$475M
4
CVA
Ceredex Value Advisors
Florida
$79.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$936M
2
Morgan Stanley
Morgan Stanley
New York
$1.37B
3
LP
Longview Partners
Guernsey
$595M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$4.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
$657M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
851
Hollencrest Capital Management
California
$4.92K – – –
HIA
852
Harbor Investment Advisory
Maryland
$4.7K -$2.91K -13 -38%
RWPA
853
Richard W. Paul & Associates
Michigan
$4.25K – – –
AEPWM
854
Atlantic Edge Private Wealth Management
Florida
$4.25K – – –
RWM
855
Ruedi Wealth Management
Illinois
$4.25K +$4.25K +19 New
FPF
856
First Pacific Financial
Washington
$4.03K -$1.57K -7 -28%
CSB
857
City State Bank
Iowa
$4.03K – – –
DPW
858
DiNuzzo Private Wealth
Pennsylvania
$3.81K +$672 +3 +21%
CB
859
CNB Bank
Pennsylvania
$3.58K – – –
CJ
860
Caitlin John
Michigan
$3.46K – – –
DF
861
Dunhill Financial
United Kingdom
$3.38K +$676 +3 +25%
VWA
862
Valued Wealth Advisors
Utah
$3.36K – – –
GGI
863
Godsey & Gibb Inc
Virginia
$3.36K – – –
WWM
864
Wolff Wiese Magana
California
$3.36K – – –
WCM
865
Westend Capital Management
California
$3.07K – – –
PIS
866
POM Investment Strategies
North Carolina
$2.91K – – –
AF
867
Advisornet Financial
Minnesota
$2.72K – – –
TCM
868
TD Capital Management
Tennessee
$2.69K – – –
CTWM
869
Cherry Tree Wealth Management
Minnesota
$2.58K – – –
CIAS
870
CBIZ Investment Advisory Services
Ohio
$2.25K – – –
VCM
871
Versant Capital Management
Arizona
$2.24K – – –
CPG
872
Cornerstone Planning Group
New Jersey
$2.07K +$1.86K +9 +900%
SIS
873
Sound Income Strategies
Florida
$2.02K – – –
WWP
874
WR Wealth Planners
Missouri
$2.02K +$672 +3 +50%
HGERS
875
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
33 34
35
36 37