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CDW
CDW

Overview Fund Activity

717 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, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+25
Holders Change %
+3.61%
% of All Funds
12.52%
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
273
Closed
56
Calls
$24.8M
Puts
$24.2M
Net Calls
+$582K
Net Calls Change
-$19.6M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$332M
2
UBS AM
UBS AM
Illinois
$260M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$616M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$413M
5
Invesco
Invesco
Georgia
$190M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.08B
2
Select Equity Group
Select Equity Group
New York
$1.32B
3
BlackRock
BlackRock
New York
$1.74B
4
MNG
Manning & Napier Group
New York
$13.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$1.04M +$20.6K +118 +2%
ZB
377
Zions Bancorporation
Utah
$1.03M +$201K +1,149 +24%
AFA
378
Abacus FCF Advisors
Florida
$1.03M +$1.03M +6,005 New
CTC
379
Central Trust Company
Missouri
$997K -$258K -1,476 -21%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$982K +$26K +149 +3%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$961K -$367K -2,100 -28%
Cambridge Investment Research Advisors
382
Cambridge Investment Research Advisors
Iowa
$938K -$18.2K -104 -2%
MYIA
383
Mount Yale Investment Advisors
Colorado
$931K -$14.7K -84 -2%
SIA
384
Strategic Investment Advisors
Michigan
$927K +$358K +2,046 +63%
LA
385
LVW Advisors
New York
$916K -$44.9K -257 -5%
TP
386
Tranquility Partners
Tennessee
$886K +$29.7K +170 +3%
RIA
387
Realta Investment Advisors
Delaware
$875K +$19.2K +110 +2%
PCMI
388
Paradigm Capital Management Inc
New York
$873K – – –
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$873K +$482K +2,760 +123%
VWA
390
V Wealth Advisors
Kansas
$872K +$15.2K +87 +2%
CAAS
391
Capital Asset Advisory Services
Michigan
$866K +$98.7K +565 +13%
AIP
392
Ameritas Investment Partners
Nebraska
$853K -$20.1K -115 -2%
YIH
393
Y-Intercept (HK)
Hong Kong
$849K +$604K +3,459 +247%
CANY
394
Caxton Associates (New York)
New York
$847K +$18K +103 +2%
BP
395
Ballentine Partners
Massachusetts
$842K -$8.03K -46 -0.9%
SC
396
Sepio Capital
Utah
$838K +$838K +4,800 New
UCFA
397
United Capital Financial Advisors
Texas
$836K +$78.2K +448 +10%
HPC
398
Hobart Private Capital
North Carolina
$832K -$11.4K -65 -1%
AG
399
AlphaSimPlex Group
Massachusetts
$823K -$203K -1,161 -20%
RIM
400
Redpoint Investment Management
Australia
$823K -$36.2K -207 -4%
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16
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