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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Sepio Capital
Utah
$561K -$255K -1,946 -31%
DWA
427
Douglass Winthrop Advisors
New York
$561K -$39.3K -300 -7%
VFA
428
Voya Financial Advisors
Connecticut
$561K +$25.5K +195 +5%
WSCM
429
Wellington Shields Capital Management
New York
$560K
MFG
430
Merit Financial Group
Georgia
$559K
OWA
431
Outlook Wealth Advisors
Texas
$558K +$29.9K +228 +6%
Cetera Investment Advisers
432
Cetera Investment Advisers
Illinois
$553K +$549K +4,193 New
WAM
433
World Asset Management
Michigan
$543K -$23K -176 -4%
LFF
434
Level Four Financial
Texas
$524K +$520K +3,974 New
Cerity Partners
435
Cerity Partners
New York
$521K -$4.84K -37 -0.9%
DBT
436
Dubuque Bank & Trust
Iowa
$519K +$5.63K +43 +1%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K +$26.2K +200 +5%
Man Group
438
Man Group
United Kingdom
$517K -$12.1M -92,385 -96%
CWM
439
Calamos Wealth Management
Illinois
$513K -$26.2K -200 -5%
GHA
440
GW Henssler & Associates
Georgia
$513K -$8.38K -64 -2%
Vontobel Holding
441
Vontobel Holding
Switzerland
$510K +$444K +3,388 New
Creative Planning
442
Creative Planning
Kansas
$509K -$66.2K -506 -12%
S
443
Seeyond
France
$505K -$2.88K -22 -0.6%
LA
444
LVW Advisors
New York
$494K -$68.7K -525 -12%
CAAS
445
Capital Asset Advisory Services
Michigan
$488K +$51.7K +395 +12%
BAM
446
Burgundy Asset Management
Ontario, Canada
$482K
PAS
447
Park Avenue Securities
New York
$479K -$23.6K -180 -5%
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$476K +$16.1K +123 +4%
IC
449
Intersect Capital
California
$470K +$13.9K +106 +3%
AAM
450
Azzad Asset Management
Virginia
$469K +$13.6K +104 +3%

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.