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CDW
CDW

777 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, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
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
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
APG Asset Management
401
APG Asset Management
Netherlands
$1.01M -$3.22M -17,600 -74%
IA
402
IFP Advisors
Florida
$1M +$210K +1,145 +10%
SFA
403
Semmax Financial Advisors
North Carolina
$997K -$50.5K -276 -5%
VIA
404
Vident Investment Advisory
Georgia
$995K -$1.98M -10,846 -66%
AO
405
Advisor OS
Illinois
$984K +$129K +705 +15%
BAMF
406
BI Asset Management Fondsmaeglerselskab
Denmark
$983K +$1.01M +5,494 New
NMIMC
407
Northwestern Mutual Investment Management Company
Wisconsin
$966K -$129K -707 -12%
SG Americas Securities
408
SG Americas Securities
New York
$949K -$538K -2,942 -36%
VWA
409
V Wealth Advisors
Kansas
$945K -$549 -3 -0.1%
BWM
410
Buckley Wealth Management
Nevada
$944K +$296K +1,620 +44%
OWA
411
One Wealth Advisors
California
$919K +$75.8K +414 +9%
PP
412
Paloma Partners
Connecticut
$912K +$933K +5,097 New
RIA
413
Realta Investment Advisors
Delaware
$884K -$43.4K -237 -5%
LA
414
LVW Advisors
New York
$883K -$66.2K -362 -7%
MYIA
415
Mount Yale Investment Advisors
Colorado
$875K -$21.2K -116 -2%
Impax Asset Management Group
416
Impax Asset Management Group
United Kingdom
$868K +$2.01K +11 +0.2%
TI
417
Tidal Investments
Wisconsin
$865K +$90.9K +497 +11%
BMCM
418
Burns Matteson Capital Management
New York
$863K +$81.4K +445 +10%
AIM
419
Acropolis Investment Management
Missouri
$854K +$57.3K +313 +7%
EWA
420
EverSource Wealth Advisors
Alabama
$840K +$466K +2,544 +118%
PAM
421
Panagora Asset Management
Massachusetts
$831K +$524K +2,861 +160%
RIM
422
Redpoint Investment Management
Australia
$829K – – –
OWA
423
Outlook Wealth Advisors
Texas
$827K -$4.03K -22 -0.5%
WJWM
424
Williams Jones Wealth Management
New York
$819K – – –
BP
425
Ballentine Partners
Massachusetts
$817K -$69.5K -380 -8%
15 16
17
18 19

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.