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CDW
CDW

Overview Fund Activity

896 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, 355 increasing their positions, 314 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
13.03%
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
355
Reduced
314
Closed
78
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$306M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$855M
3
Invesco
Invesco
Georgia
$475M
4
CVA
Ceredex Value Advisors
Florida
$79.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$936M
2
Morgan Stanley
Morgan Stanley
New York
$1.37B
3
LP
Longview Partners
Guernsey
$595M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$4.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
$657M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
926
Lake Street Advisors Group
New Hampshire
– -$284K -1,109 Closed
LF
927
Lee Financial
Texas
– -$276K -1,079 Closed
BAM
928
Belpointe Asset Management
Nevada
– -$265K -1,035 Closed
SCM
929
Stevens Capital Management
Pennsylvania
– -$257K -1,004 Closed
GWM
930
Gitterman Wealth Management
New Jersey
– -$253K -987 Closed
CGL
931
Clarius Group LLC
Washington
– -$249K -972 Closed
OR
932
Olympiad Research
Connecticut
– -$243K -949 Closed
Nomura Holdings
933
Nomura Holdings
Japan
– -$241K -944 Closed
BJL
934
Brighton Jones LLC
Washington
– -$237K -927 Closed
WA
935
Wealthstream Advisors
New York
– -$233K -912 Closed
PCM
936
Prelude Capital Management
New York
– -$233K -911 Closed
KI
937
Kapitalo Investimentos
Brazil
– -$223K -870 Closed
PL
938
Plancorp LLC
Missouri
– -$220K -861 Closed
RB
939
Rodgers Brothers
Pennsylvania
– -$219K -855 Closed
PCA
940
Pallas Capital Advisors
Massachusetts
– -$218K -854 Closed
JWCA
941
J.W. Coons Advisors
Ohio
– -$210K -820 Closed
HI
942
Humankind Investments
New York
– -$207K -808 Closed
SCA
943
Snowden Capital Advisors
New York
– -$205K -803 Closed
BIM
944
Baldwin Investment Management
Pennsylvania
– -$205K -800 Closed
BFO
945
Boston Family Office
Massachusetts
– -$205K -800 Closed
HCA
946
Hyperion Capital Advisors
New York
– -$205K -800 Closed
ZIM
947
Zacks Investment Management
Illinois
– -$204K -799 Closed
AC
948
Avestar Capital
New York
– -$202K -790 Closed
VA
949
Valmark Advisers
Ohio
– -$201K -785 Closed
CI
950
Conning Inc
Connecticut
– -$201K -784 Closed
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