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CDW
CDW

Overview Fund Activity

775 hedge funds and large institutions have $19.9B invested in CDW in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
13.4%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
74
Increased
312
Reduced
258
Closed
62
Calls
$32.5M
Puts
$27.7M
Net Calls
+$4.84M
Net Calls Change
-$5.81M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$345M
2
Millennium Management
Millennium Management
New York
$157M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$206M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$767M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$838M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$18.6M
2
Norges Bank
Norges Bank
Norway
$70.7M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
LP
Longview Partners
Guernsey
$481M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
401
Strategic Investment Advisors
Michigan
$845K -$49.8K -319 -6%
BHWM
402
Bar Harbor Wealth Management
New Hampshire
$844K -$269K -1,726 -24%
API
403
Advisor Partners II
California
$827K +$827K +5,300 New
BAM
404
Blueshift Asset Management
New Jersey
$805K -$74.3K -476 -8%
FRM
405
Fox Run Management
Connecticut
$805K +$482K +3,085 +149%
S
406
Seeyond
France
$798K -$518K -3,321 -39%
RC
407
RegentAtlantic Capital
New Jersey
$797K -$145K -930 -15%
BMCM
408
Burns Matteson Capital Management
New York
$796K +$29.2K +187 +4%
NMIMC
409
Northwestern Mutual Investment Management Company
Wisconsin
$784K -$59K -378 -7%
Creative Planning
410
Creative Planning
Kansas
$784K +$52.5K +336 +7%
FC
411
FORA Capital
Florida
$784K +$784K +5,022 New
MYIA
412
Mount Yale Investment Advisors
Colorado
$778K +$21.2K +136 +3%
HI
413
Horizon Investments
North Carolina
$775K +$575K +3,681 +287%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$757K +$36.1K +231 +5%
RCIM
415
Red Cedar Investment Management
Michigan
$752K – – –
Federated Hermes
416
Federated Hermes
Pennsylvania
$752K +$63K +403 +9%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$746K +$24.5K +157 +3%
BP
418
Ballentine Partners
Massachusetts
$744K +$30K +192 +4%
Impax Asset Management Group
419
Impax Asset Management Group
United Kingdom
$733K -$15.9K -102 -2%
AIM
420
Acropolis Investment Management
Missouri
$729K -$1.87K -12 -0.3%
SA
421
SRN Advisors
Pennsylvania
$728K -$143K -915 -16%
UBG
422
United Bank (Georgia)
Georgia
$728K -$34K -218 -4%
PAG
423
Private Advisor Group
New Jersey
$727K -$620K -3,968 -46%
OWA
424
Outlook Wealth Advisors
Texas
$727K -$6.56K -42 -0.9%
GIA
425
Gladstone Institutional Advisory
Florida
$726K +$726K +4,649 New
15 16
17
18 19