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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 %
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$13.7M -$23.4K -103 -0.2%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$13.7M +$3.61M +15,856 +36%
AIM
153
Achmea Investment Management
Netherlands
$13.4M +$970K +4,267 +8%
KBC Group
154
KBC Group
Belgium
$13.4M +$1.04M +4,558 +8%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$13.3M -$6.66M -29,286 -33%
SW
156
SVB Wealth
Massachusetts
$13.3M -$3.99M -17,571 -23%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.2M +$165K +726 +1%
PGDP
158
Pragma Gestao de Patrimonio
Brazil
$13.2M -$5.11M -22,500 -28%
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$13.1M +$2.16M +9,499 +20%
ZIG
160
Zuckerman Investment Group
Illinois
$12.8M -$1.06M -4,659 -8%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$12.8M +$3.05M +13,416 +31%
FNBT
162
FineMark National Bank & Trust
Florida
$12.8M +$5.91K +26 +0%
QCM
163
QRG Capital Management
Illinois
$12.7M +$82.7K +364 +0.7%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$12.6M -$4.77M -21,002 -28%
NPF
165
Norris Perne & French
Michigan
$12.3M +$36.4K +160 +0.3%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$11.7M +$439K +1,932 +4%
FRAF
167
Första AP-fonden
Sweden
$11.3M -$22.7K -100 -0.2%
Comerica Bank
168
Comerica Bank
Texas
$11.2M -$3.86K -17 -0%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$11.1M +$1.55M +6,799 +16%
DnB Asset Management
170
DnB Asset Management
Norway
$11M +$2.58M +11,333 +31%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$544K -2,395 -5%
US Bancorp
172
US Bancorp
Minnesota
$10.8M +$63.7K +280 +0.6%
AQR Capital Management
173
AQR Capital Management
Connecticut
$10.6M -$1.51M -6,628 -12%
AIG
174
American International Group
New York
$10.5M +$2.05M +9,003 +24%
MSWM
175
Mader & Shannon Wealth Management
Missouri
$10.1M +$17K +75 +0.2%
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