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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 %
WWM
851
Wolff Wiese Magana
California
$3.4K – – –
VWA
852
Valued Wealth Advisors
Utah
$3.17K -$226 -1 -7%
ANBT
853
American National Bank & Trust
Texas
$3.17K -$298K -1,315 -99%
WCM
854
Westend Capital Management
California
$3.17K – – –
PIS
855
POM Investment Strategies
North Carolina
$2.94K – – –
TCM
856
TD Capital Management
Tennessee
$2.73K – – –
CJ
857
Caitlin John
Michigan
$2.7K -$193 -1 -7%
CTWM
858
Cherry Tree Wealth Management
Minnesota
$2.6K – – –
CIAS
859
CBIZ Investment Advisory Services
Ohio
$2.28K – – –
CPG
860
Cornerstone Planning Group
New Jersey
$2.2K – – –
PFG
861
Peterson Financial Group
Iowa
$2.06K +$2.06K +9 New
RS
862
Rakuten Securities
Japan
$2.04K -$3.85K -17 -65%
RWM
863
Ruedi Wealth Management
Illinois
$2.04K -$2.26K -10 -53%
WWP
864
WR Wealth Planners
Missouri
$2.04K – – –
SIS
865
Sound Income Strategies
Florida
$2.04K – – –
HGERS
866
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
PA
867
Pineridge Advisors
Missouri
$1.83K – – –
FNWA
868
Financial Network Wealth Advisors
Utah
$1.81K – – –
TWD
869
True Wealth Design
Ohio
$1.36K -$226 -1 -14%
S
870
Sachetta
Massachusetts
$1.13K +$679 +3 +150%
CA
871
Claris Advisors
Missouri
$1.13K +$1.13K +5 New
DCM
872
Davis Capital Management
Florida
$1.13K +$1.13K +5 New
HFS
873
Hantz Financial Services
Michigan
$1K – – –
FMP
874
Financial Management Professionals
Texas
$1K – – –
CPA
875
Capital Performance Advisors
California
$905 +$905 +4 New
33 34
35
36 37