We are live on ! Find out more

720 hedge funds and large institutions have $22.2B invested in CDW in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 259 increasing their positions, 276 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

4% more funds holding

Funds holding: 695720 (+25)

4% more capital invested

Capital invested by funds: $21.5B → $22.2B (+$753M)

2% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $24.2M

6% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 276

1.14% less ownership

Funds ownership: 92.04%90.9% (-1.1%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
720
Holders Change
+25
Holders Change %
+3.6%
% of All Funds
12.53%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
86
Increased
259
Reduced
276
Closed
56
Calls
$24.8M
Puts
$24.2M
Net Calls
+$582K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
376
Macquarie Group
Australia
$1.05M -$67.9K -394 -6%
WCA
377
Westover Capital Advisors
Delaware
$1.05M -$57.9K -336 -5%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$1.04M +$20.3K +118 +2%
ZB
379
Zions Bancorporation
Utah
$1.03M +$198K +1,149 +24%
AFA
380
Abacus FCF Advisors
Florida
$1.03M +$1.03M +6,005 New
CTC
381
Central Trust Company
Missouri
$997K -$254K -1,476 -21%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$982K +$25.7K +149 +3%
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$961K -$362K -2,100 -28%
Cambridge Investment Research Advisors
384
Cambridge Investment Research Advisors
Iowa
$938K -$17.9K -104 -2%
MYIA
385
Mount Yale Investment Advisors
Colorado
$931K -$14.5K -84 -2%
SIA
386
Strategic Investment Advisors
Michigan
$927K +$352K +2,046 +63%
LA
387
LVW Advisors
New York
$916K -$44.3K -257 -5%
TP
388
Tranquility Partners
Tennessee
$886K +$29.3K +170 +3%
RIA
389
Realta Investment Advisors
Delaware
$875K +$18.9K +110 +2%
PCMI
390
Paradigm Capital Management Inc
New York
$873K
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$873K +$475K +2,760 +123%
VWA
392
V Wealth Advisors
Kansas
$872K +$15K +87 +2%
CAAS
393
Capital Asset Advisory Services
Michigan
$866K +$97.3K +565 +13%
AIP
394
Ameritas Investment Partners
Nebraska
$853K -$19.8K -115 -2%
YIH
395
Y-Intercept (HK)
Hong Kong
$849K +$596K +3,459 +247%
CANY
396
Caxton Associates (New York)
New York
$847K +$17.7K +103 +2%
BP
397
Ballentine Partners
Massachusetts
$842K -$7.92K -46 -0.9%
SC
398
Sepio Capital
Utah
$838K +$827K +4,800 New
UCFA
399
United Capital Financial Advisors
Texas
$836K +$77.2K +448 +10%
HPC
400
Hobart Private Capital
North Carolina
$832K -$11.2K -65 -1%

CDW Hedge Fund Activity: Q2 2021 in Review

720 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q2 2021, worth a combined $22.2B — up 3.5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CDW positions and 56 closed out — a net gain of 30 holders — while 259 added to existing stakes and 276 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $209M. The largest seller was Wellington Management Group, cutting an estimated $383M.

  • 720 institutional investors held CDW (CDW) as of Q2 2021, up from 695 in Q1 2021.
  • Funds reported $22.2B of CDW stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 86 funds opened new CDW positions in Q2 2021 and 56 closed out, a net change of +30 holders.
  • The largest CDW buyer in Q2 2021 was VOYA Investment Management, an estimated $209M added.
  • The largest CDW seller in Q2 2021 was Wellington Management Group, an estimated $383M sold.

Based on aggregated 13F filings for Q2 2021.