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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 %
PA
876
Pineridge Advisors
Missouri
$1.81K – – –
FW
877
Fairway Wealth
Ohio
$1.79K +$1.79K +8 New
FNWA
878
Financial Network Wealth Advisors
Utah
$1.79K +$1.79K +8 New
TWD
879
True Wealth Design
Ohio
$1.57K +$448 +2 +40%
CFB
880
Cullen/Frost Bankers
Texas
$1.12K +$1.12K +5 New
HFS
881
Hantz Financial Services
Michigan
$1K -$3.67K -11 -79%
FMP
882
Financial Management Professionals
Texas
$1K – – –
SWA
883
SOA Wealth Advisors
New York
$693 – – –
BGAI
884
Bruce G. Allen Investments
Colorado
$672 – – –
CAM
885
ClariVest Asset Management
California
$672 – – –
PI
886
PEAK6 Investments
Illinois
$518 +$518 +2 New
S
887
Sachetta
Massachusetts
$465 -$3.95K -17 -89%
AGWCA
888
Annis Gardner Whiting Capital Advisors
Florida
$448 +$224 +1 +100%
PCMC
889
Planning Capital Management Corporation
Pennsylvania
$270 – – –
NL
890
NVWM LLC
Pennsylvania
$224 -$448 -2 -67%
WA
891
WestEnd Advisors
North Carolina
$224 – – –
RWMG
892
Redwood Wealth Management Group
New Jersey
$224 +$224 +1 New
BHWM
893
Beaird Harris Wealth Management
Texas
$210 +$210 +1 New
SFC
894
Strategic Financial Concepts
Texas
$127 +$127 +29,524 New
AIG
895
American International Group
New York
– -$11.7M -45,867 Closed
CFM
896
Coronation Fund Managers
South Africa
– -$10.5M -41,169 Closed
Connor, Clark & Lunn Investment Management (CC&L)
897
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$10.3M -40,183 Closed
GAA
898
Global Assets Advisory
Florida
– -$155K -39,224 Closed
WAM
899
Weiss Asset Management
Massachusetts
– -$7.95M -31,077 Closed
Los Angeles Capital Management
900
Los Angeles Capital Management
California
– -$2.79M -10,927 Closed
34 35
36
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