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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 %
SWA
876
SOA Wealth Advisors
New York
$703 – – –
BGAI
877
Bruce G. Allen Investments
Colorado
$679 – – –
CAM
878
ClariVest Asset Management
California
$672 – – –
PCMC
879
Planning Capital Management Corporation
Pennsylvania
$435 +$218 +1 +100%
IAIM
880
International Assets Investment Management
Florida
$340 +$340 +76,907 New
AFS
881
Annapolis Financial Services
Maryland
$227 +$227 +1 New
WA
882
WestEnd Advisors
North Carolina
$226 – – –
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$219 -$5.48K -25 -96%
CMP
884
Coston McIsaac & Partners
Maine
$21 – – –
Norges Bank
885
Norges Bank
Norway
– -$131M -587,298 Closed
CIP
886
Cornerstone Investment Partners
Georgia
– -$30.4M -135,732 Closed
SW
887
SVB Wealth
Massachusetts
– -$11.6M -51,776 Closed
SFC
888
Strategic Financial Concepts
Texas
– -$127 -29,524 Closed
BPA
889
Beacon Pointe Advisors
California
– -$6.58M -29,417 Closed
AAM
890
Austin Asset Management
Texas
– -$6.4M -28,600 Closed
TPSF
891
Texas Permanent School Fund
Texas
– -$4.96M -22,157 Closed
ACM
892
Aquatic Capital Management
Illinois
– -$4.43M -19,800 Closed
PFA
893
Peak Financial Advisors
Colorado
– -$2.85M -12,748 Closed
VCA
894
Verdence Capital Advisors
Maryland
– -$2.51M -11,222 Closed
AM
895
AGF Management
Ontario, Canada
– -$2.28M -10,190 Closed
ERIC
896
Eagle Rock Investment Company
Georgia
– -$1.81M -8,093 Closed
VI
897
Versor Investments
New York
– -$1.76M -7,864 Closed
KWM
898
Kingsview Wealth Management
Oregon
– -$1.71M -7,633 Closed
DF
899
Donoghue Forlines
Massachusetts
– -$1.51M -6,767 Closed
SP
900
Symmetry Partners
Connecticut
– -$1.49M -6,668 Closed
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