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CDW
CDW

Overview Fund Activity

858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.12B
2
BlackRock
2
BlackRock
New York
$2.47B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$788M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.81B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$142M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$904M
2
GC
2
Gobi Capital
California
$2.33M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$154M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$316M
5
Select Equity Group
5
Select Equity Group
New York
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$20M +$1.95M +8,581 +11%
Asset Management One
127
Asset Management One
Japan
$19.7M +$885K +3,871 +5%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$19.5M -$16M -70,382 -45%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$19.4M -$728K -3,202 -4%
GLA
130
Great Lakes Advisors
Illinois
$18.6M +$256K +1,128 +1%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$18.6M -$6.87M -30,243 -27%
CI Investments Inc
132
CI Investments Inc
Ontario, Canada
$18.4M -$24.6M -108,068 -57%
BMSSC
133
B. Metzler seel. Sohn & Co
Germany
$18.1M +$17.5M +77,108 +2,880%
IG
134
ING Group
Netherlands
$18M +$14.2M +62,572 +372%
MWM
135
Moran Wealth Management
Florida
$17.4M +$2.67M +11,755 +18%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$17.3M -$176K -774 -1%
Canada Life
137
Canada Life
Manitoba, Canada
$17M +$1.7M +7,495 +11%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$17M – – –
CAM
139
Clio Asset Management
Virginia
$16.9M -$692K -3,043 -4%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$16.8M -$11.1M -48,906 -40%
Stifel Financial
141
Stifel Financial
Missouri
$16.6M -$2.27M -9,985 -12%
CWM
142
Cabot Wealth Management
Massachusetts
$16.3M -$357K -1,570 -2%
JSA
143
Jacobson & Schmitt Advisors
Wisconsin
$15.6M -$1.5M -6,605 -9%
SIC
144
Schwartz Investment Counsel
Michigan
$15.1M – – –
Aberdeen Group
145
Aberdeen Group
United Kingdom
$14.8M +$3.78M +16,648 +34%
VIM
146
Vancity Investment Management
British Columbia, Canada
$14.4M -$5.66M -24,896 -28%
Truist Financial
147
Truist Financial
North Carolina
$14.3M -$656K -2,884 -4%
ZCI
148
Zevenbergen Capital Investments
Washington
$14.3M -$1.15M -5,070 -7%
CCM
149
Copeland Capital Management
Pennsylvania
$14M -$416K -1,829 -3%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$14M +$132K +580 +0.9%
4 5
6
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