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CDW
CDW

Overview Fund Activity

844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.24%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$352M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$240M
3
UBS Group
UBS Group
Switzerland
$206M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$106M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$420M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$221M
2
Amundi
Amundi
France
$198M
3
AllianceBernstein
AllianceBernstein
Tennessee
$160M
4
CCM
Cantillon Capital Management
New York
$0
5
Select Equity Group
Select Equity Group
New York
$609M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
901
First Trust Direct Indexing
Massachusetts
– -$521K -2,301 Closed
SB
902
Strategic Blueprint
Georgia
– -$475K -2,099 Closed
AMCA
903
Arthur M. Cohen & Associates
Illinois
– -$398K -1,828 Closed
AC
904
AXQ Capital
New Jersey
– -$410K -1,810 Closed
LP
905
LMR Partners
United Kingdom
– -$381K -1,684 Closed
ACA
906
Aptus Capital Advisors
Alabama
– -$379K -1,675 Closed
1WA
907
180 Wealth Advisors
Washington
– -$367K -1,623 Closed
PI
908
PineBridge Investments
New York
– -$348K -1,539 Closed
PAM
909
Paradigm Asset Management
New York
– -$339K -1,500 Closed
CCA
910
Covey Capital Advisors
Georgia
– -$333K -1,471 Closed
IFU
911
iSAM Funds (UK)
United Kingdom
– -$327K -1,444 Closed
FEM
912
Fulcrum Equity Management
Texas
– -$326K -1,442 Closed
MWM
913
Meridian Wealth Management
Kentucky
– -$306K -1,353 Closed
MPM
914
MBB Public Markets
Illinois
– -$306K -1,350 Closed
PWPS
915
Pinnacle Wealth Planning Services
Ohio
– -$292K -1,292 Closed
TPW
916
Transatlantique Private Wealth
New York
– -$277K -1,223 Closed
IC
917
Iconiq Capital
California
– -$266K -1,176 Closed
OR
918
Olympiad Research
Connecticut
– -$266K -1,174 Closed
PCM
919
Prelude Capital Management
New York
– -$266K -1,174 Closed
BAAM
920
Baker Avenue Asset Management
California
– -$265K -1,173 Closed
AWM
921
Ariadne Wealth Management
California
– -$238K -1,173 Closed
KFC
922
Klingenstein Fields & Co
New York
– -$255K -1,126 Closed
NFG
923
Nadler Financial Group
Illinois
– -$254K -1,122 Closed
BAM
924
Berkshire Asset Management
Pennsylvania
– -$246K -1,099 Closed
PTP
925
Platform Technology Partners
New York
– -$248K -1,094 Closed
35 36
37
38 39