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CDW
CDW

Overview Fund Activity

588 hedge funds and large institutions have $16.8B invested in CDW in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 210 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
84
Increased
210
Reduced
211
Closed
71
Calls
$12.3M
Puts
$18.3M
Net Calls
-$6.05M
Net Calls Change
-$19.4M

Top Buyers

1
State Street
State Street
Massachusetts
+$318M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$297M
3
BlackRock
BlackRock
New York
+$145M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$128M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$206M
2
ACM
Atlanta Capital Management
Georgia
-$205M
3
AAMU
Amundi Asset Management US
Massachusetts
-$145M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$79.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
376
Commonwealth Equity Services
Massachusetts
$637K +$36.1K +293 +6%
PCMI
377
Paradigm Capital Management Inc
New York
$616K – – –
B
378
Barings
North Carolina
$616K +$20.6K +167 +3%
HIM
379
Hillsdale Investment Management
Ontario, Canada
$615K – – –
VIA
380
Vident Investment Advisory
Georgia
$614K +$614K +4,981 New
CWM
381
Calamos Wealth Management
Illinois
$606K – – –
PP
382
Pegasus Partners
Wisconsin
$604K -$1.06M -8,631 -64%
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$603K +$32.8K +266 +6%
GT
384
Glenview Trust
Kentucky
$599K – – –
ST
385
Smithfield Trust
Pennsylvania
$596K -$49.9K -405 -8%
SS
386
Simplicity Solutions
Minnesota
$587K -$32.8K -266 -5%
APG
387
Abacus Planning Group
South Carolina
$575K +$191K +1,550 +50%
MFG
388
Merit Financial Group
Georgia
$574K +$21.2K +172 +4%
D.E. Shaw & Co
389
D.E. Shaw & Co
New York
$567K -$1.75M -14,239 -76%
BCM
390
Beck Capital Management
Texas
$561K -$65.3K -530 -10%
FMWA
391
Forvis Mazars Wealth Advisors
Missouri
$559K +$739 +6 +0.1%
BNP Paribas Asset Management
392
BNP Paribas Asset Management
France
$554K +$86.3K +700 +18%
CG
393
CFO4Life Group
Texas
$552K -$68K -552 -11%
CI
394
Cigna Investments
Connecticut
$548K -$1.29M -10,086 -70%
MYIA
395
Mount Yale Investment Advisors
Colorado
$537K +$537K +4,011 New
OWA
396
Outlook Wealth Advisors
Texas
$530K +$6.16K +50 +1%
QI
397
QS Investors
New York
$530K +$299K +2,423 +129%
FBB
398
Fulton Breakefield Broenniman
Maryland
$525K +$525K +4,262 New
CP
399
Camelot Portfolios
Ohio
$522K +$75.3K +611 +17%
WP
400
WMS Partners
Maryland
$519K -$170K -1,377 -25%
14 15
16
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