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CDW
CDW

695 hedge funds and large institutions have $21.5B invested in CDW in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $38.6M | Put options by funds: $18.4M

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

24% more capital invested

Capital invested by funds: $17.3B → $21.5B (+$4.17B)

0.84% more ownership

Funds ownership: 91.2% → 92.04% (+0.84%)

4% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 264

5% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 87

1% less funds holding

Funds holding: 704 → 695 (-9)

Holders
695
Holders Change
-9
Holders Change %
-1.28%
% of All Funds
12.2%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
83
Increased
253
Reduced
264
Closed
87
Calls
$38.6M
Puts
$18.4M
Net Calls
+$20.2M
Net Calls Change
+$13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$128M
2
Select Equity Group
Select Equity Group
New York
+$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.9M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$64.6M
5
Artisan Partners
Artisan Partners
Wisconsin
+$57.5M

Top Sellers

Rank Fund Capital Flow
1
ACM
Atlanta Capital Management
Georgia
-$120M
2
Wells Fargo
Wells Fargo
California
-$98.8M
3
N
Nuveen
North Carolina
-$84.2M
4
SC
Samlyn Capital
New York
-$64.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
326
Fort Washington Investment Advisors
Ohio
$1.79M – – –
TI
327
tru Independence
Oregon
$1.79M +$214K +1,434 +15%
PG
328
Pendal Group
Australia
$1.78M +$639K +4,281 +66%
SFS
329
Sowell Financial Services
Arkansas
$1.78M +$96.4K +646 +7%
BO
330
BRR OpCo
Ohio
$1.76M +$6.87K +46 +0.4%
SDIC
331
South Dakota Investment Council
South Dakota
$1.76M +$91.1K +610 +6%
GPGA
332
Grandeur Peak Global Advisors
Utah
$1.74M -$535K -3,584 -25%
EMPI
333
Elo Mutual Pension Insurance
Finland
$1.71M +$25.7K +172 +2%
Lido Advisors
334
Lido Advisors
California
$1.71M +$7.02K +47 +0.5%
TBA
335
Tower Bridge Advisors
Pennsylvania
$1.69M +$56K +375 +4%
Daiwa Securities Group
336
Daiwa Securities Group
Japan
$1.68M +$142K +954 +10%
FPS
337
Fieldpoint Private Securities
Connecticut
$1.64M -$302K -2,025 -17%
ACM
338
Ativo Capital Management
Illinois
$1.64M +$12.4K +83 +0.8%
EW
339
Evoke Wealth
California
$1.63M +$1.47M +9,842 New
PGAM
340
Princeton Global Asset Management
New Jersey
$1.59M +$85.5K +573 +6%
IG
341
ING Group
Netherlands
$1.55M -$22.2K -149 -2%
CQS
342
Credential Qtrade Securities
$1.55M -$158K -1,056 -10%
V
343
Veritable
Delaware
$1.54M -$62.9K -421 -4%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$1.5M +$2.99K +20 +0.2%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$1.5M – – –
FM
346
Foster & Motley
Ohio
$1.48M +$28.8K +193 +2%
DT
347
Diversified Trust
Tennessee
$1.47M +$290K +1,945 +28%
AB
348
Amalgamated Bank
New York
$1.44M -$64.6K -433 -5%
SC
349
Sawyer & Company
Massachusetts
$1.44M -$14.9K -100 -1%
KRS
350
Kentucky Retirement Systems
Kentucky
$1.43M +$5.38K +36 +0.4%
12 13
14
15 16

CDW Hedge Fund Activity: Q1 2021 in Review

695 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2021, worth a combined $21.5B — up 24% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of CDW and 83 opened new positions — a net loss of 4 holders — while 264 trimmed existing stakes and 253 added.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Atlanta Capital Management, cutting an estimated $120M.

  • 695 institutional investors held CDW (CDW) as of Q1 2021, down from 704 in Q4 2020.
  • Funds reported $21.5B of CDW stock for Q1 2021, up 24% quarter-over-quarter.
  • 83 funds opened new CDW positions in Q1 2021 and 87 closed out, a net change of -4 holders.
  • The largest CDW buyer in Q1 2021 was BlackRock, an estimated $128M added.
  • The largest CDW seller in Q1 2021 was Atlanta Capital Management, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2021.