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CDW
CDW

Overview Fund Activity

774 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 280 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
12.25%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
288
Reduced
280
Closed
97
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$502M
2
BlackRock
BlackRock
New York
+$276M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$100M
4
FMI
Fiduciary Management Inc
Wisconsin
+$90.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$64.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$274M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$234M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$84.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
401
Semmax Financial Advisors
North Carolina
$997K -$49.4K -276 -5%
VIA
402
Vident Investment Advisory
Georgia
$995K -$1.94M -10,846 -66%
AO
403
Advisor OS
Illinois
$984K +$126K +705 +15%
BAMF
404
BI Asset Management Fondsmaeglerselskab
Denmark
$983K +$983K +5,494 New
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$966K -$126K -707 -12%
SG Americas Securities
406
SG Americas Securities
New York
$949K -$526K -2,942 -36%
VWA
407
V Wealth Advisors
Kansas
$945K -$536 -3 -0.1%
BWM
408
Buckley Wealth Management
Nevada
$944K +$290K +1,620 +44%
OWA
409
One Wealth Advisors
California
$919K +$74K +414 +9%
PP
410
Paloma Partners
Connecticut
$912K +$912K +5,097 New
RIA
411
Realta Investment Advisors
Delaware
$884K -$42.4K -237 -5%
LA
412
LVW Advisors
New York
$883K -$64.7K -362 -7%
MYIA
413
Mount Yale Investment Advisors
Colorado
$875K -$20.8K -116 -2%
Impax Asset Management Group
414
Impax Asset Management Group
United Kingdom
$868K +$1.97K +11 +0.2%
TI
415
Tidal Investments
Wisconsin
$865K +$88.9K +497 +11%
BMCM
416
Burns Matteson Capital Management
New York
$863K +$79.6K +445 +10%
AIM
417
Acropolis Investment Management
Missouri
$854K +$56K +313 +7%
EWA
418
EverSource Wealth Advisors
Alabama
$840K +$455K +2,544 +118%
PAM
419
Panagora Asset Management
Massachusetts
$831K +$512K +2,861 +160%
RIM
420
Redpoint Investment Management
Australia
$829K – – –
OWA
421
Outlook Wealth Advisors
Texas
$827K -$3.94K -22 -0.5%
WJWM
422
Williams Jones Wealth Management
New York
$819K – – –
BP
423
Ballentine Partners
Massachusetts
$817K -$68K -380 -8%
PHK
424
Point72 Hong Kong
Hong Kong
$814K +$814K +4,549 New
AC
425
Allstate Corporation
Illinois
$808K -$1.92M -10,727 -70%
15 16
17
18 19