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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 %
NIT
401
NumerixS Investment Technologies
British Columbia, Canada
$672K +$129K +900 +24%
CP
402
Camelot Portfolios
Ohio
$669K +$63.7K +446 +11%
APG
403
Abacus Planning Group
South Carolina
$667K – – –
HIM
404
Hillsdale Investment Management
Ontario, Canada
$657K -$55.7K -390 -8%
CG
405
CFO4Life Group
Texas
$657K +$16.7K +117 +3%
QI
406
QS Investors
New York
$655K +$36.4K +253 +6%
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$653K +$5.28K +37 +0.8%
CAM
408
Congress Asset Management
Massachusetts
$652K +$652K +4,563 New
ST
409
Smithfield Trust
Pennsylvania
$651K -$39.1K -274 -6%
Millennium Management
410
Millennium Management
New York
$645K +$645K +4,519 New
PTC
411
Private Trust Company
Ohio
$644K +$644K +4,515 New
Wealthfront Advisers
412
Wealthfront Advisers
California
$638K +$638K +4,468 New
LIA
413
LS Investment Advisors
Michigan
$634K +$90.5K +634 +17%
CWM
414
Calamos Wealth Management
Illinois
$613K -$89.3K -625 -13%
BCM
415
Beck Capital Management
Texas
$612K -$37.8K -265 -6%
EGM
416
Engineers Gate Manager
New York
$602K +$361K +2,524 +149%
GCM
417
Gunderson Capital Management
South Carolina
$598K +$598K +4,186 New
AMI
418
Amica Mutual Insurance
Rhode Island
$596K +$596K +4,175 New
Twin Tree Management
419
Twin Tree Management
Texas
$593K -$1.12M -7,818 -65%
SS
420
Sunbelt Securities
Texas
$593K -$9.29K -65 -2%
SC
421
Scotia Capital
Ontario, Canada
$578K +$578K +4,044 New
MFG
422
Merit Financial Group
Georgia
$577K -$89.1K -623 -13%
Cerity Partners
423
Cerity Partners
New York
$574K +$49.4K +346 +9%
AssetMark Inc
424
AssetMark Inc
California
$572K +$516K +3,615 +922%
CTA
425
Chesley Taft & Associates
Illinois
$571K +$205K +1,435 +56%
15 16
17
18 19