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CDW
CDW

Overview Fund Activity

747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$184M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$463M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$81.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$54.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
2
Select Equity Group
New York
$1.24B
3
UBS AM
3
UBS AM
Illinois
$157M
4
BlackRock
4
BlackRock
New York
$1.71B
5
PAM
5
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
401
Central Trust Company
Missouri
$1.05M +$8.01K +44 +0.8%
ZB
402
Zions Bancorporation
Utah
$1.04M -$37.5K -206 -3%
SFI
403
Susquehanna Fundamental Investments
Pennsylvania
$1.03M -$7.75M -42,604 -88%
Cambridge Investment Research Advisors
404
Cambridge Investment Research Advisors
Iowa
$985K +$7.1K +39 +0.7%
PAS
405
Park Avenue Securities
New York
$981K +$151K +830 +18%
LA
406
LVW Advisors
New York
$969K +$14.6K +80 +2%
TP
407
Tranquility Partners
Tennessee
$968K +$45.3K +249 +5%
JC
408
JB Capital
Connecticut
$959K +$959K +5,268 New
VWA
409
V Wealth Advisors
Kansas
$954K +$47.2K +259 +5%
JG
410
Jefferies Group
New York
$953K +$953K +5,234 New
CCM
411
Coldstream Capital Management
Washington
$950K +$950K +7,950 New
RIA
412
Realta Investment Advisors
Delaware
$937K +$24.6K +135 +3%
MYIA
413
Mount Yale Investment Advisors
Colorado
$915K -$55.9K -307 -6%
CAAS
414
Capital Asset Advisory Services
Michigan
$904K +$1.82K +10 +0.2%
BP
415
Ballentine Partners
Massachusetts
$900K +$21.8K +120 +2%
MYAM
416
Meiji Yasuda Asset Management
Japan
$892K +$95.1K +523 +12%
AIP
417
Ameritas Investment Partners
Nebraska
$880K -$9.1K -50 -1%
ZCI
418
Zevenbergen Capital Investments
Washington
$862K +$409K +2,245 +90%
RIM
419
Redpoint Investment Management
Australia
$858K – – –
OWA
420
One Wealth Advisors
California
$853K – – –
Impax Asset Management Group
421
Impax Asset Management Group
United Kingdom
$839K +$1.09K +6 +0.1%
Jennison Associates
422
Jennison Associates
New York
$836K +$836K +4,594 New
HAG
423
HighPoint Advisor Group
Illinois
$833K -$9.65K -53 -1%
QT
424
Quantamental Technologies
New York
$830K +$830K +4,561 New
HI
425
Horizon Investments
North Carolina
$828K +$152K +833 +22%
15 16
17
18 19