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CDW
CDW

Overview Fund Activity

886 hedge funds and large institutions have $27.6B invested in CDW in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 316 increasing their positions, 349 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-10
Holders Change %
-1.12%
% of All Funds
12.82%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.23%
New
78
Increased
316
Reduced
349
Closed
76
Calls
$121M
Puts
$60.1M
Net Calls
+$60.8M
Net Calls Change
-$28M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$416M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$332M
3
Macquarie Group
Macquarie Group
Australia
$245M
4
Holocene Advisors
Holocene Advisors
New York
$172M
5
PL
Perpetual Ltd
Australia
$158M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$779M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
4
Lazard Asset Management
Lazard Asset Management
New York
$6.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
926
Advisors Preferred
Maryland
– -$336K -1,533 Closed
DADC
927
D.A. Davidson & Co
Montana
– -$342K -1,529 Closed
EFSCE
928
Enterprise Financial Services Corp (EFSC)
Missouri
– -$341K -1,523 Closed
YIA
929
YHB Investment Advisors
Connecticut
– -$317K -1,414 Closed
BRWA
930
B. Riley Wealth Advisors
Florida
– -$300K -1,341 Closed
BA
931
Bridgewater Associates
Connecticut
– -$299K -1,335 Closed
MG
932
Meritage Group
California
– -$292K -1,305 Closed
BCV
933
Banque Cantonale Vaudoise
Switzerland
– -$251K -1,121 Closed
HT
934
Headlands Technologies
Illinois
– -$240K -1,074 Closed
CP
935
Camelot Portfolios
Ohio
– -$240K -1,070 Closed
FFWA
936
Forthright Family Wealth Advisory
Texas
– -$228K -1,020 Closed
P
937
Pitcairn
Pennsylvania
– -$228K -1,019 Closed
FCP
938
Fidelis Capital Partners
Florida
– -$213K -1,018 Closed
LCWP
939
Legacy Capital Wealth Partners
Arkansas
– -$224K -1,001 Closed
AIM
940
Arcadia Investment Management
Michigan
– -$224K -1,000 Closed
IWP
941
Invenio Wealth Partners
Florida
– -$203K -905 Closed
RWP
942
RWA Wealth Partners
Massachusetts
– -$201K -897 Closed
CPIG
943
Chicago Partners Investment Group
Illinois
– -$205K -880 Closed
QL
944
Quarry LP
New York
– -$81K -362 Closed
SA
945
Scarborough Advisors
Maryland
– -$57.2K -256 Closed
RFG
946
RFP Financial Group
Georgia
– -$46.3K -207 Closed
OCM
947
Orion Capital Management
California
– -$38.7K -173 Closed
A
948
AlphaQuest
New York
– -$34.7K -155 Closed
CYG
949
Clean Yield Group
Vermont
– -$33.6K -150 Closed
CAM
950
Creekmur Asset Management
Illinois
– -$11.6K -52 Closed
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