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CDW
CDW

Overview Fund Activity

437 hedge funds and large institutions have $9.63B invested in CDW in 2017 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 119 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+54
Holders Change %
+14.1%
% of All Funds
9.93%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
88
Increased
119
Reduced
163
Closed
32
Calls
$8.48M
Puts
$3.44M
Net Calls
+$5.04M
Net Calls Change
+$1.82M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$291M
2
UIM
USS Investment Management
United Kingdom
$172M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$599M
4
JCM
Junto Capital Management
New York
$36.1M
5
American Century Companies
American Century Companies
Missouri
$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$728M
2
Norges Bank
Norges Bank
Norway
$66.2M
3
HAI
Hennessy Advisors Inc
California
$0
4
LCM
Lakewood Capital Management
New York
$15.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
376
Advantage Investment Management
Iowa
$45K – – –
HIIFS
377
Harel Insurance Investments & Financial Services
Israel
$45K +$16.1K +232 +56%
GEA
378
Glen Eagle Advisors
New Jersey
$41.7K +$33.4K +480 +400%
SWP
379
Strategic Wealth Partners
Ohio
$41K +$41K +597 New
CPA
380
Clear Perspective Advisors
Illinois
$38K – – –
FPFS
381
First Personal Financial Services
North Carolina
$36K +$36K +513 New
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$35K +$35K +500 New
SWP
383
Stratos Wealth Partners
Ohio
$32K +$32K +454 New
AssetMark Inc
384
AssetMark Inc
California
$31K -$5.55K -79 -15%
OWA
385
One Wealth Advisors
California
$31K +$31K +443 New
AWM
386
AllSquare Wealth Management
New York
$29K -$1.38K -20 -5%
TL
387
TrueWealth LLC
Georgia
$28K +$28K +399 New
APA
388
American Portfolios Advisors
New York
$26.8K +$26.8K +385 New
HR
389
Howe & Rusling
New York
$26K – – –
BBHC
390
Brown Brothers Harriman & Co
New York
$24K +$4.09K +59 +21%
NIT
391
NumerixS Investment Technologies
British Columbia, Canada
$21K +$21K +300 New
HNB
392
Huntington National Bank
Ohio
$20K -$13K -189 -39%
CG
393
Cutler Group
California
$19K -$41.4K -604 -69%
SPIA
394
Steward Partners Investment Advisory
New York
$19K -$814 -12 -4%
CPIG
395
Chicago Partners Investment Group
Illinois
$19K +$69 +1 +0.4%
SWM
396
SeaCrest Wealth Management
New York
$17K +$17K +242 New
MBT
397
Monroe Bank & Trust
Michigan
$16K +$16K +226 New
MAM
398
Meeder Asset Management
Ohio
$15K -$82K -1,148 -85%
NSIM
399
North Star Investment Management
Illinois
$14K – – –
EA
400
Edge Advisors
Georgia
$13K – – –
14 15
16
17 18