CDW
CDW Corporation · Technology · Information Technology Services
Señales de momentum (gestores comparables):
amplitud de titulares -11.8% ·
flujo de acciones -0.5% ·
nuevas posiciones netas -13.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | -4 | 102.01M | $14.32B | +5 | −8 |
| Q1 2026 | 165 | +6 | 97.02M | $11.74B | +9 | −4 |
| Q4 2025 | 158 | -1 | 97.92M | $13.31B | +1 | −1 |
| Q3 2025 | 23 | +2 | 54.83M | $8.73B | +2 | −1 |
| Q2 2025 | 19 | +1 | 44.69M | $7.98B | +2 | −1 |
| Q1 2025 | 15 | -2 | 17.48M | $2.80B | — | −2 |
| Q4 2024 | 17 | +3 | 17.56M | $3.05B | +3 | — |
| Q3 2024 | 13 | 0 | 8.24M | $1.86B | +1 | −1 |
| Q2 2024 | 13 | — | 9.52M | $2.13B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 5.83M | +0.5% | $934.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.65M | +3.4% | $584.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.65M | +3.4% | $584.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.46M | -3.0% | $394.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.46M | -3.0% | $394.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.46M | -3.0% | $394.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 2.46M | -3.0% | $394.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.46M | -3.0% | $394.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 2.46M | -3.0% | $394.75M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.63M | +444.6% | $261.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 1.63M | +444.6% | $261.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 1.51M | -25.4% | $242.06M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.51M | -25.4% | $242.06M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 14 | Capital World Investors ✦ | 858.73K | +0.1% | $137.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Norges Bank ✦ (pasivo) | 687.04K | -17.4% | $110.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 308.42K | +13.7% | $49.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 308.42K | +13.7% | $49.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Millennium Management ✦ | 167.13K | -54.1% | $26.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 104.07K | +91.7% | $16.68M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 86.60K | +24.6% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Point72 Asset Management ✦ | 74.61K | -69.5% | $11.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 48.73K | -79.6% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 26.73K | -40.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 26.73K | -40.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 26.73K | -40.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 26.73K | -40.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 26.73K | -40.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 26.73K | -40.7% | $4.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 22.64K | -86.2% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $26.07M | era 0.0% |
| Arrowstreet Capital | $10.92M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 746 tenedores, 122.44M acciones, $14.39B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 26.70K acc. · $3.67M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología