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852 hedge funds and large institutions have $21.5B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 277 increasing their positions, 363 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 91.87%92.53% (+0.67%)

5% less funds holding

Funds holding: 893852 (-41)

14% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $81.2M

18% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 136

23% less capital invested

Capital invested by funds: $27.7B → $21.5B (-$6.24B)

24% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
852
Holders Change
-41
Holders Change %
-4.59%
% of All Funds
11.22%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
111
Increased
277
Reduced
363
Closed
136
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
876
Signature Estate & Investment Advisors
California
-$1.9M -8,391 Closed
Walleye Trading
877
Walleye Trading
New York
-$1.58M -8,108 Closed
CPBTD
878
Central Pacific Bank - Trust Division
Hawaii
-$1.8M -7,949 Closed
ZCI
879
Zevenbergen Capital Investments
Washington
-$1.73M -7,640 Closed
Jennison Associates
880
Jennison Associates
New York
-$1.57M -6,936 Closed
WI
881
WBI Investments
New Jersey
-$1.56M -6,906 Closed
SEC
882
Seven Eight Capital
New York
-$1.5M -6,646 Closed
GLA
883
Great Lakes Advisors
Illinois
-$1.5M -6,638 Closed
ELI
884
Empire Life Investments
Ontario, Canada
-$1.48M -6,535 Closed
I
885
InceptionR
California
-$1.43M -6,302 Closed
CIA
886
Capital Investment Advisors
Georgia
-$1.35M -5,948 Closed
DILIC
887
Dai-ichi Life Insurance Company
Japan
-$1.32M -5,840 Closed
SA
888
SRN Advisors
Pennsylvania
-$1.28M -5,660 Closed
PGCM
889
Prescott Group Capital Management
Oklahoma
-$1.13M -5,000 Closed
NS
890
NBC Securities
Alabama
-$1.02M -4,507 Closed
ORI
891
Oak Ridge Investments
Illinois
-$931K -4,113 Closed
Fiera Capital (Canada)
892
Fiera Capital (Canada)
Quebec, Canada
-$906K -4,002 Closed
KRSITF
893
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$895K -3,955 Closed
TP
894
Tranquility Partners
Tennessee
-$872K -3,854 Closed
NW
895
NewEdge Wealth
Pennsylvania
-$867K -3,829 Closed
SC
896
Scotia Capital
Ontario, Canada
-$820K -3,623 Closed
VAS
897
Vestmark Advisory Solutions
Massachusetts
-$815K -3,603 Closed
BMCM
898
Burns Matteson Capital Management
New York
-$706K -3,120 Closed
FRM
899
Fox Run Management
Connecticut
-$697K -3,079 Closed
HKIMG
900
Hutchens & Kramer Investment Management Group
Indiana
-$662K -3,041 Closed

CDW Hedge Fund Activity: Q4 2024 in Review

852 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2024, worth a combined $21.5B — down 23% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of CDW and 111 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 277 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $422M.

  • 852 institutional investors held CDW (CDW) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $21.5B of CDW stock for Q4 2024, down 23% quarter-over-quarter.
  • 111 funds opened new CDW positions in Q4 2024 and 136 closed out, a net change of -25 holders.
  • The largest CDW buyer in Q4 2024 was D.E. Shaw & Co, an estimated $354M added.
  • The largest CDW seller in Q4 2024 was Fidelity Investments, an estimated $422M sold.

Based on aggregated 13F filings for Q4 2024.