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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
CCA
951
Childress Capital Advisors
Texas
-$214K -947 Closed
TC
952
Trilogy Capital
California
-$212K -936 Closed
SF
953
Summit Financial
New Jersey
-$210K -926 Closed
BJL
954
Brighton Jones LLC
Washington
-$209K -925 Closed
NCM
955
Noesis Capital Mangement
Florida
-$207K -915 Closed
QWM
956
Quadcap Wealth Management
Texas
-$207K -915 Closed
GA
957
Geller Advisors
New York
-$206K -912 Closed
AIA
958
Angeles Investment Advisors
California
-$206K -911 Closed
GCM
959
Gallacher Capital Management
Colorado
-$205K -907 Closed
LSAG
960
Lake Street Advisors Group
New Hampshire
-$204K -902 Closed
WCM
961
Washington Capital Management
Washington
-$204K -900 Closed
HCM
962
Howard Capital Management
Georgia
-$202K -892 Closed
BWP
963
Baldwin Wealth Partners
Massachusetts
-$126K -558 Closed
AA
964
Alta Advisers
United Kingdom
-$113K -500 Closed
JIP
965
Jaffetilchin Investment Partners
Florida
-$112K -495 Closed
CAL
966
Capital Analysts LLC
Pennsylvania
-$107K -471 Closed
T
967
TOBAM
France
-$103K -454 Closed
CFM
968
Catalyst Funds Management
Australia
-$90.5K -400 Closed
NSIM
969
North Star Investment Management
Illinois
-$50.4K -223 Closed
PIM
970
Plato Investment Management
Australia
-$49.7K -220 Closed
SHIM
971
Stone House Investment Management
Pennsylvania
-$46.4K -205 Closed
ATS
972
Ashton Thomas Securities
New York
-$43K -190 Closed
LFG
973
Larson Financial Group
Missouri
-$33.5K -148 Closed
JSAM
974
J. Safra Asset Management
New York
-$28.5K -126 Closed
VCM
975
Versant Capital Management
Arizona
-$28.1K -124 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.