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CDW
CDW

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 210 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+77
Holders Change %
+13.1%
% of All Funds
13.13%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
116
Increased
210
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
2
AAMU
Amundi Asset Management US
Massachusetts
+$74.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
4
BlackRock
BlackRock
New York
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$29.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
5
American Century Companies
American Century Companies
Missouri
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
376
Sowell Financial Services
Arkansas
$873K +$772K +5,403 +766%
MWM
377
MorganRosel Wealth Management
Colorado
$868K -$69.5K -487 -7%
VWA
378
V Wealth Advisors
Kansas
$859K – – –
SIM
379
Sentry Investment Management
Wisconsin
$855K +$674K +4,716 +372%
Connor, Clark & Lunn Investment Management (CC&L)
380
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$850K +$850K +5,950 New
JIM
381
Jupiter Investment Management
United Kingdom
$832K +$832K +5,829 New
ELI
382
Empire Life Investments
Ontario, Canada
$829K +$42.9K +300 +5%
EWA
383
Exencial Wealth Advisors
Oklahoma
$819K – – –
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$814K -$4.19M -29,315 -84%
RA
385
Rational Advisors
New York
$798K -$176K -1,230 -18%
NMIMC
386
Northwestern Mutual Investment Management Company
Wisconsin
$797K +$10.3K +72 +1%
SP
387
Symmetry Partners
Connecticut
$790K – – –
TCM
388
Tuttle Capital Management
Connecticut
$782K -$1.86M -13,007 -70%
OTPPB
389
Ontario Teachers' Pension Plan Board
Ontario, Canada
$779K +$779K +5,452 New
BC
390
Brinker Capital
Pennsylvania
$773K +$19.1K +134 +3%
DWA
391
Douglass Winthrop Advisors
New York
$762K +$469K +3,281 +160%
AIP
392
Ameritas Investment Partners
Nebraska
$757K +$409K +2,863 +117%
MCM
393
Manchester Capital Management
Vermont
$744K – – –
LNWWM
394
Laird Norton Wetherby Wealth Management
California
$730K +$30.7K +215 +4%
PCMI
395
Paradigm Capital Management Inc
New York
$714K – – –
Creative Planning
396
Creative Planning
Kansas
$713K +$139K +976 +24%
GT
397
Glenview Trust
Kentucky
$695K – – –
FBB
398
Fulton Breakefield Broenniman
Maryland
$685K +$76.3K +534 +13%
Macquarie Group
399
Macquarie Group
Australia
$683K +$175K +1,223 +34%
HI
400
Horizon Investments
North Carolina
$675K +$675K +4,727 New
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16
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