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852 hedge funds and large institutions have $21.5B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 277 increasing their positions, 363 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 91.87%92.53% (+0.67%)

5% less funds holding

Funds holding: 893852 (-41)

14% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $81.2M

18% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 136

23% less capital invested

Capital invested by funds: $27.7B → $21.5B (-$6.24B)

24% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 363

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
852
Holders Change
-41
Holders Change %
-4.59%
% of All Funds
11.22%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
111
Increased
277
Reduced
363
Closed
136
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OR
926
Olympiad Research
Connecticut
-$266K -1,174 Closed
PCM
927
Prelude Capital Management
New York
-$266K -1,174 Closed
AWM
928
Ariadne Wealth Management
California
-$238K -1,173 Closed
BAAM
929
Baker Avenue Asset Management
California
-$265K -1,173 Closed
KFC
930
Klingenstein Fields & Co
New York
-$255K -1,126 Closed
NFG
931
Nadler Financial Group
Illinois
-$254K -1,122 Closed
BAM
932
Berkshire Asset Management
Pennsylvania
-$246K -1,099 Closed
PTP
933
Platform Technology Partners
New York
-$248K -1,094 Closed
NWAG
934
Net Worth Advisory Group
Utah
-$247K -1,089 Closed
HCMT
935
Highland Capital Management (Tennessee)
Tennessee
-$246K -1,088 Closed
TSS
936
Two Sigma Securities
New York
-$246K -1,085 Closed
MCCA
937
Mill Creek Capital Advisors
Pennsylvania
-$245K -1,082 Closed
PWM
938
Perigon Wealth Management
California
-$243K -1,074 Closed
BBA
939
Baader Bank Aktiengesellschaft
Germany
-$239K -1,062 Closed
RWM
940
Ritholtz Wealth Management
New York
-$238K -1,052 Closed
DS
941
DRW Securities
Illinois
-$236K -1,041 Closed
SCA
942
Snowden Capital Advisors
New York
-$233K -1,030 Closed
OAM
943
Oak Asset Management
California
-$227K -1,005 Closed
AWA
944
Arkadios Wealth Advisors
Georgia
-$226K -999 Closed
FCI
945
Financial Counselors Inc
Kansas
-$226K -999 Closed
SMA
946
Sage Mountain Advisors
Georgia
-$225K -992 Closed
MSAM
947
Moloney Securities Asset Management
Missouri
-$224K -988 Closed
PFS
948
Prospera Financial Services
Texas
-$222K -981 Closed
MWM
949
Mission Wealth Management
California
-$217K -958 Closed
CIS
950
Custom Index Systems
New York
-$215K -949 Closed

CDW Hedge Fund Activity: Q4 2024 in Review

852 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2024, worth a combined $21.5B — down 23% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of CDW and 111 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 277 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $422M.

  • 852 institutional investors held CDW (CDW) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $21.5B of CDW stock for Q4 2024, down 23% quarter-over-quarter.
  • 111 funds opened new CDW positions in Q4 2024 and 136 closed out, a net change of -25 holders.
  • The largest CDW buyer in Q4 2024 was D.E. Shaw & Co, an estimated $354M added.
  • The largest CDW seller in Q4 2024 was Fidelity Investments, an estimated $422M sold.

Based on aggregated 13F filings for Q4 2024.