CDW
CDW
791 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 256 increasing their positions, 350 reducing their positions, and 96 closing their positions.
19% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $16.3M
1.23% less ownership
Funds ownership: 94.98% → 93.76% (-1.2%)
3% less funds holding
Funds holding: 814 → 791 (-23)
7% less capital invested
Capital invested by funds: $24.8B → $23.1B (-$1.63B)
22% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 96
27% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 350
44% less funds holding in top 10
Funds holding in top 10: 25 → 14 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$218M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$144M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$108M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.5M |
| 5 |
JP Morgan Chase
New York
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$314M |
| 2 |
BlackRock
New York
|
-$94.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$89.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$77.3M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$69.9M |
CDW Hedge Fund Activity: Q2 2023 in Review
791 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2023, worth a combined $23.1B — down 6.6% from $24.8B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of CDW and 75 opened new positions — a net loss of 21 holders — while 350 trimmed existing stakes and 256 added.
The largest buyer was Morgan Stanley, adding an estimated $218M. The largest seller was Envestnet Asset Management, cutting an estimated $314M.
- 791 institutional investors held CDW (CDW) as of Q2 2023, down from 814 in Q1 2023.
- Funds reported $23.1B of CDW stock for Q2 2023, down 6.6% quarter-over-quarter.
- 75 funds opened new CDW positions in Q2 2023 and 96 closed out, a net change of -21 holders.
- The largest CDW buyer in Q2 2023 was Morgan Stanley, an estimated $218M added.
- The largest CDW seller in Q2 2023 was Envestnet Asset Management, an estimated $314M sold.
Based on aggregated 13F filings for Q2 2023.