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899 hedge funds and large institutions have $27.3B invested in CDW in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 357 increasing their positions, 314 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $136M | Put options by funds: $47M

15% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 80

14% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 314

0% less funds holding

Funds holding: 900899 (-1)

1.59% less ownership

Funds ownership: 92.32%90.73% (-1.6%)

14% less capital invested

Capital invested by funds: $31.6B → $27.3B (-$4.34B)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
899
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.98%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.25%
New
92
Increased
357
Reduced
314
Closed
80
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
926
Jackson Creek Investment Advisors
Colorado
-$355K -1,387 Closed
AIA
927
Arrow Investment Advisors
Maryland
-$344K -1,344 Closed
VF
928
VitalStone Financial
Texas
-$327K -1,278 Closed
IDBONY
929
Israel Discount Bank of New York
New York
-$296K -1,156 Closed
LSAG
930
Lake Street Advisors Group
New Hampshire
-$284K -1,109 Closed
LF
931
Lee Financial
Texas
-$276K -1,079 Closed
BAM
932
Belpointe Asset Management
Nevada
-$265K -1,035 Closed
SCM
933
Stevens Capital Management
Pennsylvania
-$257K -1,004 Closed
GWM
934
Gitterman Wealth Management
New Jersey
-$253K -987 Closed
CGL
935
Clarius Group LLC
Washington
-$249K -972 Closed
OR
936
Olympiad Research
Connecticut
-$243K -949 Closed
Nomura Holdings
937
Nomura Holdings
Japan
-$241K -944 Closed
BJL
938
Brighton Jones LLC
Washington
-$237K -927 Closed
WA
939
Wealthstream Advisors
New York
-$233K -912 Closed
PCM
940
Prelude Capital Management
New York
-$233K -911 Closed
KI
941
Kapitalo Investimentos
Brazil
-$223K -870 Closed
PL
942
Plancorp LLC
Missouri
-$220K -861 Closed
RB
943
Rodgers Brothers
Pennsylvania
-$219K -855 Closed
PCA
944
Pallas Capital Advisors
Massachusetts
-$218K -854 Closed
JWCA
945
J.W. Coons Advisors
Ohio
-$210K -820 Closed
HI
946
Humankind Investments
New York
-$207K -808 Closed
SCA
947
Snowden Capital Advisors
New York
-$205K -803 Closed
BIM
948
Baldwin Investment Management
Pennsylvania
-$205K -800 Closed
BFO
949
Boston Family Office
Massachusetts
-$205K -800 Closed
HCA
950
Hyperion Capital Advisors
New York
-$205K -800 Closed

CDW Hedge Fund Activity: Q2 2024 in Review

899 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2024, worth a combined $27.3B — down 14% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CDW positions and 80 closed out — a net gain of 12 holders — while 357 added to existing stakes and 314 trimmed.

The largest buyer was Ameriprise, adding an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $823M.

  • 899 institutional investors held CDW (CDW) as of Q2 2024, down from 900 in Q1 2024.
  • Funds reported $27.3B of CDW stock for Q2 2024, down 14% quarter-over-quarter.
  • 92 funds opened new CDW positions in Q2 2024 and 80 closed out, a net change of +12 holders.
  • The largest CDW buyer in Q2 2024 was Ameriprise, an estimated $278M added.
  • The largest CDW seller in Q2 2024 was Fidelity Investments, an estimated $823M sold.

Based on aggregated 13F filings for Q2 2024.