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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$936M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37B
3
LP
3
Longview Partners
Guernsey
$595M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$4.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$657M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
951
Franklin Street Advisors
North Carolina
– -$200K -783 Closed
GC
952
Globeflex Capital
California
– -$145K -566 Closed
EDRH
953
Edmond de Rothschild Holding
Switzerland
– -$120K -468 Closed
CAM
954
Close Asset Management
United Kingdom
– -$75K -295 Closed
First Manhattan
955
First Manhattan
New York
– -$51.9K -203 Closed
DA
956
Denali Advisors
California
– -$25.6K -100 Closed
CB
957
Community Bank
New York
– -$25.6K -100 Closed
NC
958
nVerses Capital
Florida
– -$25.6K -100 Closed
ITIM
959
Indiana Trust & Investment Management
Indiana
– -$20.5K -80 Closed
FIM
960
Fernwood Investment Management
Massachusetts
– -$10.2K -40 Closed
WIA
961
Wetzel Investment Advisors
Indiana
– -$6.84K -29 Closed
IGWM
962
ICA Group Wealth Management
Colorado
– -$6.42K -25 Closed
SC
963
SouthState Corp
Florida
– -$4.86K -19 Closed
MIM
964
Macroview Investment Management
Maryland
– -$2.62K -10 Closed
PCWA
965
Pacific Capital Wealth Advisors
California
– -$2.05K -8 Closed
VNA
966
Valley National Advisers
Pennsylvania
– -$1K -6 Closed
FSWA
967
Financial Synergies Wealth Advisors
Texas
– -$1.28K -5 Closed
FGAM
968
Financial Gravity Asset Management
Texas
– -$1.17K -5 Closed
RAM
969
Riggs Asset Management
Pennsylvania
– -$1.02K -4 Closed
CTA
970
Colonial Trust Advisors
South Carolina
– -$1.02K -4 Closed
DAM
971
Delta Asset Management
Tennessee
– -$767 -3 Closed
TWP
972
TFO Wealth Partners
Ohio
– -$256 -1 Closed
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