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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
Longview Partners
Guernsey
$144M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
Renaissance Technologies
New York
$85M
5
Citadel Advisors
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$50M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
$1.22M +$113K +554 +10%
MYLI
402
Meiji Yasuda Life Insurance
Japan
$1.22M -$129K -631 -10%
DC
403
Davenport & Co
Virginia
$1.21M -$558K -2,727 -32%
SFA
404
Semmax Financial Advisors
North Carolina
$1.2M -$7.58K -37 -0.6%
SIA
405
Strategic Investment Advisors
Michigan
$1.2M +$16.4K +80 +1%
CWM
406
Congress Wealth Management
Massachusetts
$1.18M +$1.18M +5,741 New
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$1.17M -$23.7K -116 -2%
GAM
408
Gotham Asset Management
New York
$1.16M -$540K -2,636 -32%
TP
409
Tranquility Partners
Tennessee
$1.14M +$45.9K +224 +4%
QIM
410
Quantitative Investment Management
Virginia
$1.09M +$1.09M +5,321 New
LA
411
LVW Advisors
New York
$1.09M -$4.71K -23 -0.4%
VWA
412
V Wealth Advisors
Kansas
$1.08M +$9.83K +48 +0.9%
CAAS
413
Capital Asset Advisory Services
Michigan
$1.07M +$54.1K +264 +5%
WCA
414
Westover Capital Advisors
Delaware
$1.06M -$138K -675 -11%
RIA
415
Realta Investment Advisors
Delaware
$1.06M +$6.35K +31 +0.6%
Nisa Investment Advisors
416
Nisa Investment Advisors
Missouri
$1.06M +$694K +3,670 +191%
MYIA
417
Mount Yale Investment Advisors
Colorado
$1.03M -$3.89K -19 -0.4%
BP
418
Ballentine Partners
Massachusetts
$1.01M – – –
Impax Asset Management Group
419
Impax Asset Management Group
United Kingdom
$991K +$46.9K +229 +5%
AAS
420
Avantax Advisory Services
Texas
$985K +$234K +1,145 +31%
AO
421
Advisor OS
Illinois
$983K +$128K +623 +15%
PAS
422
Park Avenue Securities
New York
$978K -$126K -613 -11%
SWM
423
Spire Wealth Management
Virginia
$969K +$840K +4,102 +651%
OWA
424
One Wealth Advisors
California
$968K +$8.4K +41 +0.9%
CP
425
Camelot Portfolios
Ohio
$962K +$337K +1,644 +54%
15 16
17
18 19