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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
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$25.9M -$607K -3,123 -2%
Citigroup
102
Citigroup
New York
$25.4M -$14.4M -74,204 -34%
UH
103
Unigestion Holding
Switzerland
$24.7M -$5.91M -30,402 -18%
TCCM
104
Two Creeks Capital Management
New York
$24.3M +$27.1M +139,559 New
CGA
105
Crescent Grove Advisors
Illinois
$24.1M -$77.9K -401 -0.3%
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
$24M +$26.8M +137,896 New
Victory Capital Management
107
Victory Capital Management
Texas
$23.1M -$3.28M -16,910 -11%
BCIM
108
Black Creek Investment Management
Ontario, Canada
$23M +$25.7M +132,300 New
TC
109
TwinBeech Capital
New York
$22.9M +$23.8M +122,293 +1,304%
VNIM
110
Vaughan Nelson Investment Management
Texas
$22.4M -$10.8M -55,780 -30%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$22.2M -$2.78M -14,298 -10%
Wells Fargo
112
Wells Fargo
California
$21.6M -$13M -66,939 -35%
TAM
113
Todd Asset Management
Kentucky
$21.5M -$2.24M -11,518 -9%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$21.4M -$2.13M -10,974 -8%
Franklin Resources
115
Franklin Resources
California
$21.2M +$2.67M +13,748 +13%
GIA
116
Gateway Investment Advisers
Ohio
$21M -$603K -3,105 -3%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$20.7M +$4.16M +21,409 +22%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$20.6M -$2.44M -12,563 -10%
HRCM
119
Hawk Ridge Capital Management
California
$20.5M +$22.9M +117,700 New
IIM
120
INTECH Investment Management
Florida
$20.1M +$20.5M +105,537 +1,080%
CSS
121
Cubist Systematic Strategies
Connecticut
$19.2M +$21.4M +110,412 New
Mirae Asset Global ETFs Holdings
122
Mirae Asset Global ETFs Holdings
Hong Kong
$18.7M +$225K +1,156 +1%
QT
123
Quantbot Technologies
New York
$18.1M +$16.5M +85,092 +453%
Corient Private Wealth
124
Corient Private Wealth
Florida
$17.5M -$4.49M -23,090 -19%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$17.4M +$18.4M +94,773 +1,829%

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.