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899 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, 357 increasing their positions, 314 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $136M | Put options by funds: $47M

15% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 80

14% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 314

0% less funds holding

Funds holding: 900899 (-1)

1.59% less ownership

Funds ownership: 92.32%90.73% (-1.6%)

14% less capital invested

Capital invested by funds: $31.6B → $27.3B (-$4.34B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
899
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.98%
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
357
Reduced
314
Closed
80
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
876
Sound Income Strategies
Florida
$2.02K
WWP
877
WR Wealth Planners
Missouri
$2.02K +$696 +3 +50%
HGERS
878
Householder Group Estate & Retirement Specialist
Arizona
$2K
PA
879
Pineridge Advisors
Missouri
$1.81K
FW
880
Fairway Wealth
Ohio
$1.79K +$1.85K +8 New
FNWA
881
Financial Network Wealth Advisors
Utah
$1.79K +$1.85K +8 New
TWD
882
True Wealth Design
Ohio
$1.57K +$464 +2 +40%
CFB
883
Cullen/Frost Bankers
Texas
$1.12K +$1.16K +5 New
HFS
884
Hantz Financial Services
Michigan
$1K -$2.55K -11 -79%
FMP
885
Financial Management Professionals
Texas
$1K
SWA
886
SOA Wealth Advisors
New York
$693
BGAI
887
Bruce G. Allen Investments
Colorado
$672
CAM
888
ClariVest Asset Management
California
$672
PI
889
PEAK6 Investments
Illinois
$518 +$464 +2 New
S
890
Sachetta
Massachusetts
$465 -$3.94K -17 -89%
AGWCA
891
Annis Gardner Whiting Capital Advisors
Florida
$448 +$232 +1 +100%
PCMC
892
Planning Capital Management Corporation
Pennsylvania
$270
NL
893
NVWM LLC
Pennsylvania
$224 -$464 -2 -67%
WA
894
WestEnd Advisors
North Carolina
$224
RWMG
895
Redwood Wealth Management Group
New Jersey
$224 +$232 +1 New
BHWM
896
Beaird Harris Wealth Management
Texas
$210 +$232 +1 New
SFC
897
Strategic Financial Concepts
Texas
$127 +$6.85M +29,524 New
AIG
898
American International Group
New York
-$11.7M -45,867 Closed
CFM
899
Coronation Fund Managers
South Africa
-$10.5M -41,169 Closed
Connor, Clark & Lunn Investment Management (CC&L)
900
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$10.3M -40,183 Closed

CDW Hedge Fund Activity: Q2 2024 in Review

899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2024, worth a combined $27.3B — down 14% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CDW positions and 80 closed out — a net gain of 12 holders — while 357 added to existing stakes and 314 trimmed.

The largest buyer was Ameriprise, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $823M.

  • 899 institutional investors held CDW (CDW) as of Q2 2024, down from 900 in Q1 2024.
  • Funds reported $27.3B of CDW stock for Q2 2024, down 14% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q2 2024 and 80 closed out, a net change of +12 holders.
  • The largest CDW buyer in Q2 2024 was Ameriprise, an estimated $278M added.
  • The largest CDW seller in Q2 2024 was Fidelity Investments, an estimated $823M sold.

Based on aggregated 13F filings for Q2 2024.