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CDW
CDW

Overview Fund Activity

895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.2B
2
Lazard Asset Management
Lazard Asset Management
New York
$225M
3
SI
Standard Investments
New York
$118M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$436M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$858M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.71B
2
Capital World Investors
Capital World Investors
California
$219M
3
AllianceBernstein
AllianceBernstein
Tennessee
$817M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$75.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$774M
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
926
Holocene Advisors
New York
– -$265K -1,164 Closed
DT
927
Diversified Trust
Tennessee
– -$263K -1,157 Closed
NRC
928
New Republic Capital
North Carolina
– -$235K -1,032 Closed
Parallax Volatility Advisers
929
Parallax Volatility Advisers
California
– -$233K -1,025 Closed
BSW
930
Buckingham Strategic Wealth
Missouri
– -$217K -956 Closed
EA
931
Everpar Advisors
Oklahoma
– -$215K -948 Closed
GFS
932
GYL Financial Synergies
Connecticut
– -$203K -894 Closed
TWM
933
Tradition Wealth Management
Minnesota
– -$133K -584 Closed
PP
934
Paloma Partners
Connecticut
– -$108K -473 Closed
MFG
935
Mendota Financial Group
Wisconsin
– -$106K -467 Closed
EC
936
EntryPoint Capital
New York
– -$101K -444 Closed
CLOS
937
Compagnie Lombard Odier SCmA
Switzerland
– -$52.1K -229 Closed
TCWA
938
Turtle Creek Wealth Advisors
Texas
– -$43.9K -193 Closed
OP
939
ORG Partners
Indiana
– -$35.7K -157 Closed
GWS
940
Glassman Wealth Services
Virginia
– -$31.6K -139 Closed
AS
941
Altshuler Shaham
Israel
– -$19.8K -87 Closed
CWM
942
Cranbrook Wealth Management
Michigan
– -$15.9K -70 Closed
WCM
943
Winthrop Capital Management
Indiana
– -$13.2K -58 Closed
GWMIA
944
Global Wealth Management Investment Advisory
Florida
– -$10.2K -45 Closed
BWM
945
BKM Wealth Management
Wisconsin
– -$5.68K -25 Closed
LTI
946
Laffer Tengler Investments
Tennessee
– -$5K -22 Closed
SSG
947
Summit Securities Group
New York
– -$3K -12 Closed
AT
948
Arlington Trust
Alabama
– -$2.73K -12 Closed
M
949
MOTCO
Texas
– -$455 -2 Closed
EWM
950
Evermay Wealth Management
Virginia
– -$455 -2 Closed
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