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CDW
CDW

777 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
Icon Advisers
Colorado
$2.25M +$2.31M +12,600 New
NB
302
Norinchukin Bank
Japan
$2.24M +$170K +931 +8%
Lido Advisors
303
Lido Advisors
California
$2.23M +$28.2K +154 +1%
HKIMG
304
Hutchens & Kramer Investment Management Group
Indiana
$2.2M – – –
KWILP
305
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.2M -$899K -4,914 -29%
RI
306
Redwood Investments
Massachusetts
$2.19M -$8.97K -49 -0.4%
SPIA
307
Steward Partners Investment Advisory
New York
$2.17M -$86.9K -475 -4%
GP
308
Girard Partners
Pennsylvania
$2.12M -$2.51M -13,701 -54%
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
$2.12M +$80K +437 +4%
TC
310
TwinBeech Capital
New York
$2.1M +$2.15M +11,751 New
EGM
311
Engineers Gate Manager
New York
$2.07M +$1.88M +10,298 +795%
BIA
312
Benchmark Investment Advisors
Illinois
$2.07M -$50.3K -275 -2%
NW
313
NewEdge Wealth
Pennsylvania
$2.05M +$248K +1,355 +13%
SIA
314
SeaBridge Investment Advisors
New Jersey
$2.04M +$180K +985 +9%
SAM
315
Securian Asset Management
Minnesota
$2.02M -$36.6K -200 -2%
RA
316
RiverPark Advisors
New York
$2M -$138K -754 -6%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$2M +$71.4K +390 +4%
CTC
318
Central Trust Company
Missouri
$1.97M +$561K +3,065 +39%
4WM
319
44 Wealth Management
Oregon
$1.95M -$156K -855 -7%
CIC
320
Carnegie Investment Counsel
Ohio
$1.94M +$93.9K +513 +5%
Voloridge Investment Management
321
Voloridge Investment Management
Florida
$1.93M -$1.98M -10,812 -50%
TBA
322
Tower Bridge Advisors
Pennsylvania
$1.91M – – –
EMPI
323
Elo Mutual Pension Insurance
Finland
$1.91M +$13.7K +75 +0.7%
AWM
324
AE Wealth Management
Kansas
$1.9M +$117K +637 +6%
MSRPS
325
Maryland State Retirement & Pension System
Maryland
$1.84M – – –
11 12
13
14 15

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.