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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
BWM
901
Buckley Wealth Management
Nevada
-$685K -3,028 Closed
DTL
902
Dynamic Technology Lab
Singapore
-$682K -3,013 Closed
OFS
903
OneAscent Financial Services
Alabama
-$596K -2,634 Closed
QPW
904
Quantum Private Wealth
Florida
-$581K -2,566 Closed
DA
905
Drake & Associates
Wisconsin
-$580K -2,563 Closed
FFO
906
Fiduciary Family Office
Florida
-$577K -2,548 Closed
QCM
907
Qsemble Capital Management
New York
-$561K -2,480 Closed
OWM
908
OneAscent Wealth Management
Alabama
-$540K -2,387 Closed
FTDI
909
First Trust Direct Indexing
Massachusetts
-$521K -2,301 Closed
SB
910
Strategic Blueprint
Georgia
-$475K -2,099 Closed
AMCA
911
Arthur M. Cohen & Associates
Illinois
-$398K -1,828 Closed
AC
912
AXQ Capital
New Jersey
-$410K -1,810 Closed
LP
913
LMR Partners
United Kingdom
-$381K -1,684 Closed
ACA
914
Aptus Capital Advisors
Alabama
-$379K -1,675 Closed
1WA
915
180 Wealth Advisors
Washington
-$367K -1,623 Closed
PI
916
PineBridge Investments
New York
-$348K -1,539 Closed
PAM
917
Paradigm Asset Management
New York
-$339K -1,500 Closed
CCA
918
Covey Capital Advisors
Georgia
-$333K -1,471 Closed
IFU
919
iSAM Funds (UK)
United Kingdom
-$327K -1,444 Closed
FEM
920
Fulcrum Equity Management
Texas
-$326K -1,442 Closed
MWM
921
Meridian Wealth Management
Kentucky
-$306K -1,353 Closed
MPM
922
MBB Public Markets
Illinois
-$306K -1,350 Closed
PWPS
923
Pinnacle Wealth Planning Services
Ohio
-$292K -1,292 Closed
TPW
924
Transatlantique Private Wealth
New York
-$277K -1,223 Closed
IC
925
Iconiq Capital
California
-$266K -1,176 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.