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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.9B +$19.4M +99,947 +0.6%
BlackRock
2
BlackRock
New York
$1.92B +$54.2M +278,974 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.05B +$18.5M +95,229 +2%
State Street
4
State Street
Massachusetts
$1.01B +$16.3M +83,690 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$614M +$10.6M +54,341 +2%
Select Equity Group
6
Select Equity Group
New York
$609M -$251M -1,294,167 -27%
Mawer Investment Management
7
Mawer Investment Management
Alberta, Canada
$529M -$6.71M -34,564 -1%
LP
8
Longview Partners
Guernsey
$445M -$21.4M -110,187 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$442M +$112M +574,444 +29%
Invesco
10
Invesco
Georgia
$422M +$102M +524,559 +28%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$420M +$112M +575,333 +31%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$356M -$14M -71,854 -3%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$352M +$354M +1,823,788 +907%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$283M +$30.6M +157,747 +11%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$255M +$9.87M +50,805 +4%
Northern Trust
16
Northern Trust
Illinois
$251M +$37.1M +191,037 +15%
Macquarie Group
17
Macquarie Group
Australia
$249M +$68.1M +350,690 +32%
Barclays
18
Barclays
United Kingdom
$248M +$52.2M +268,626 +23%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$240M +$267M +1,372,874 +17,350%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$235M +$2.57M +13,220 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$221M -$422M -2,173,501 -63%
FAM
22
Fenimore Asset Management
New York
$218M +$164K +844 +0.1%
UBS Group
23
UBS Group
Switzerland
$206M +$151M +779,489 +193%
Amundi
24
Amundi
France
$198M -$332M -1,708,356 -61%
Bessemer Group
25
Bessemer Group
New Jersey
$196M +$70.5M +362,681 +47%

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.