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CDW
CDW

Overview Fund Activity

349 hedge funds and large institutions have $7.67B invested in CDW in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 140 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+19
Holders Change %
+5.76%
% of All Funds
8.74%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
55
Increased
106
Reduced
140
Closed
29
Calls
$2.65M
Puts
$568K
Net Calls
+$2.08M
Net Calls Change
+$1.05M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$81.1M
2
Wells Fargo
Wells Fargo
California
$177M
3
Harris Associates
Harris Associates
Illinois
$240M
4
LCM
Lakewood Capital Management
New York
$79.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
$103M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$970M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$300M
3
NMVA
New Mountain Vantage Advisers
New York
$10.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Boston Partners
Boston Partners
Massachusetts
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$61K -$105K -2,012 -63%
CG
302
Cutler Group
California
$59K -$111K -2,160 -65%
IWM
303
IHT Wealth Management
Illinois
$58K +$58K +1,133 New
AC
304
Alexandria Capital
Virginia
$46K – – –
HNB
305
Huntington National Bank
Ohio
$31K +$3.7K +70 +14%
AIM
306
Advantage Investment Management
Iowa
$31K +$31K +600 New
National Pension Service
307
National Pension Service
South Korea
$30K +$30K +574 New
CPA
308
Clear Perspective Advisors
Illinois
$29K +$29K +550 New
HCM
309
Herndon Capital Management
Georgia
$28K -$449K -8,485 -94%
MFS
310
MSI Financial Services
Massachusetts
$26K +$16.6K +321 +177%
HIIFS
311
Harel Insurance Investments & Financial Services
Israel
$22K +$5.29K +100 +32%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$22K +$22K +411 New
CHP
313
Cable Hill Partners
Oregon
$19K – – –
AssetMark Inc
314
AssetMark Inc
California
$18K -$12.3K -236 -41%
GWM
315
Geneos Wealth Management
Colorado
$14K +$14K +286 New
MBT
316
Monroe Bank & Trust
Michigan
$12K +$12K +226 New
NSIM
317
North Star Investment Management
Illinois
$11K – – –
SPIA
318
Steward Partners Investment Advisory
New York
$11K +$11K +220 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
PA
320
Parallel Advisors
California
$9K +$9K +179 New
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$8K -$36.7K -698 -82%
HR
322
Howe & Rusling
New York
$8K -$13.2K -255 -62%
SFS
323
Sowell Financial Services
Arkansas
$7K +$7K +115 New
BIG
324
Bellwether Investment Group
Tennessee
$7K +$7K +140 New
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$6.77K +$6.77K +130 New
11 12
13
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