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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 %
NWAG
926
Net Worth Advisory Group
Utah
– -$247K -1,089 Closed
HCMT
927
Highland Capital Management (Tennessee)
Tennessee
– -$246K -1,088 Closed
TSS
928
Two Sigma Securities
New York
– -$246K -1,085 Closed
MCCA
929
Mill Creek Capital Advisors
Pennsylvania
– -$245K -1,082 Closed
PWM
930
Perigon Wealth Management
California
– -$243K -1,074 Closed
BBA
931
Baader Bank Aktiengesellschaft
Germany
– -$239K -1,062 Closed
RWM
932
Ritholtz Wealth Management
New York
– -$238K -1,052 Closed
DS
933
DRW Securities
Illinois
– -$236K -1,041 Closed
SCA
934
Snowden Capital Advisors
New York
– -$233K -1,030 Closed
OAM
935
Oak Asset Management
California
– -$227K -1,005 Closed
FCI
936
Financial Counselors Inc
Kansas
– -$226K -999 Closed
AWA
937
Arkadios Wealth Advisors
Georgia
– -$226K -999 Closed
SMA
938
Sage Mountain Advisors
Georgia
– -$225K -992 Closed
MSAM
939
Moloney Securities Asset Management
Missouri
– -$224K -988 Closed
PFS
940
Prospera Financial Services
Texas
– -$222K -981 Closed
MWM
941
Mission Wealth Management
California
– -$217K -958 Closed
CIS
942
Custom Index Systems
New York
– -$215K -949 Closed
CCA
943
Childress Capital Advisors
Texas
– -$214K -947 Closed
TC
944
Trilogy Capital
California
– -$212K -936 Closed
SF
945
Summit Financial
New Jersey
– -$210K -926 Closed
BJL
946
Brighton Jones LLC
Washington
– -$209K -925 Closed
QWM
947
Quadcap Wealth Management
Texas
– -$207K -915 Closed
NCM
948
Noesis Capital Mangement
Florida
– -$207K -915 Closed
GA
949
Geller Advisors
New York
– -$206K -912 Closed
AIA
950
Angeles Investment Advisors
California
– -$206K -911 Closed
36 37
38
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