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CDW
CDW

Overview Fund Activity

568 hedge funds and large institutions have $12.9B invested in CDW in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+35
Holders Change %
+6.57%
% of All Funds
12.31%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.3%
New
79
Increased
189
Reduced
223
Closed
40
Calls
$21.2M
Puts
$5.9M
Net Calls
+$15.3M
Net Calls Change
+$12.5M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$130M
2
Ameriprise
Ameriprise
Minnesota
+$49.4M
3
WCM
Wedge Capital Management
North Carolina
+$43.7M
4
Select Equity Group
Select Equity Group
New York
+$35.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$34.5M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$87.8M
2
UIM
USS Investment Management
United Kingdom
-$85.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
Millennium Management
Millennium Management
New York
-$52.7M
5
Goldman Sachs
Goldman Sachs
New York
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
426
Stratos Wealth Partners
Ohio
$276K -$96 -1 -0%
SVWA
427
Sound View Wealth Advisors
Georgia
$272K -$27.8K -289 -9%
Creative Planning
428
Creative Planning
Kansas
$271K +$29.4K +305 +12%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$266K +$6.95K +72 +3%
SSWM
430
Smith Salley Wealth Management
North Carolina
$265K -$8.67K -90 -3%
PTC
431
Petrus Trust Company
Texas
$265K +$8.68K +90 +3%
SS
432
Simplicity Solutions
Minnesota
$263K -$24.9K -259 -9%
MML Investors Services
433
MML Investors Services
Massachusetts
$262K +$262K +2,719 New
RC
434
RegentAtlantic Capital
New Jersey
$258K +$258K +2,677 New
JIP
435
Jaffetilchin Investment Partners
Florida
$242K +$242K +2,515 New
JT
436
Jump Trading
Illinois
$238K +$238K +2,467 New
Impax Asset Management Group
437
Impax Asset Management Group
United Kingdom
$237K +$237K +2,464 New
NNP
438
Nachman Norwood & Parrott
South Carolina
$233K +$233K +2,417 New
SIA
439
Strategic Investment Advisors
Michigan
$229K +$229K +2,375 New
GT
440
Glenview Trust
Kentucky
$228K +$228K +2,365 New
Nisa Investment Advisors
441
Nisa Investment Advisors
Missouri
$227K +$227K +2,354 New
MWPCG
442
Measured Wealth Private Client Group
New Hampshire
$226K +$226K +2,350 New
AWM
443
AE Wealth Management
Kansas
$223K -$20.8K -216 -9%
BFO
444
Biltmore Family Office
North Carolina
$223K +$223K +2,316 New
FAAS
445
First Allied Advisory Services
California
$220K -$31.7K -329 -13%
OIA
446
Optimum Investment Advisors
Illinois
$220K +$183K +1,893 +489%
GIA
447
Gladstone Institutional Advisory
Florida
$217K +$217K +2,255 New
CC
448
Courier Capital
New York
$215K +$215K +2,227 New
DILIC
449
Dai-ichi Life Insurance Company
Japan
$215K +$215K +2,232 New
IRF
450
IBM Retirement Fund
New York
$214K +$214K +2,223 New
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