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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
FMI
Fiduciary Management Inc
Wisconsin
+$155M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
Morgan Stanley
Morgan Stanley
New York
+$73.4M
5
PI
Putnam Investments
Massachusetts
+$60.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$165M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$143M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.7M
4
Wells Fargo
Wells Fargo
California
-$84.4M
5
BlackRock
BlackRock
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
351
Natixis Investment Managers International
France
$1.18M +$286K +1,816 +32%
MWA
352
Motive Wealth Advisors
Michigan
$1.17M +$25.7K +163 +2%
SI
353
Shaker Investments
Ohio
$1.16M +$2.36K +15 +0.2%
BHWM
354
Bar Harbor Wealth Management
New Hampshire
$1.12M +$1.12M +7,133 New
ZB
355
Zions Bancorporation
Utah
$1.11M -$6.46K -41 -0.6%
JC
356
JB Capital
Connecticut
$1.11M +$51.4K +326 +5%
ANBT
357
American National Bank & Trust
Texas
$1.1M +$21.3K +135 +2%
PAS
358
Park Avenue Securities
New York
$1.08M +$382K +2,426 +54%
CWM
359
Congress Wealth Management
Massachusetts
$1.08M +$77.3K +491 +8%
SP
360
Symmetry Partners
Connecticut
$1.07M – – –
Macquarie Group
361
Macquarie Group
Australia
$1.07M -$940K -5,967 -47%
SDIC
362
South Dakota Investment Council
South Dakota
$1.07M – – –
VPIM
363
Vanguard Personalized Indexing Management
California
$1.07M +$96.6K +613 +10%
V
364
Veritable
Delaware
$1.07M +$50.7K +322 +5%
SM
365
Sciencast Management
New Jersey
$1.05M +$1.05M +5,825 New
ORI
366
Oak Ridge Investments
Illinois
$1.03M – – –
VWM
367
Venturi Wealth Management
Texas
$1.01M -$30.4K -193 -3%
SYBT
368
Stock Yards Bank & Trust
Kentucky
$1.01M +$1.01M +6,426 New
CNC
369
Citizens & Northern Corp
Pennsylvania
$1.01M +$1.01M +6,379 New
IA
370
IFP Advisors
Florida
$1M – – –
AC
371
Annandale Capital
Texas
$1M – – –
Cambridge Investment Research Advisors
372
Cambridge Investment Research Advisors
Iowa
$994K -$32.1K -204 -3%
TCM
373
Teza Capital Management
Illinois
$984K +$802K +5,090 +441%
FWIA
374
Fort Washington Investment Advisors
Ohio
$983K – – –
TFA
375
Toth Financial Advisory
Virginia
$980K +$368K +2,337 +60%
13 14
15
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