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CDW
CDW

Overview Fund Activity

699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$118M
2
KBC Group
KBC Group
Belgium
+$88.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$87.7M
4
Select Equity Group
Select Equity Group
New York
+$74.5M
5
WCM
Wedge Capital Management
North Carolina
+$70.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$419M
2
Wells Fargo
Wells Fargo
California
-$94M
3
ACM
Atlanta Capital Management
Georgia
-$90.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
426
Wellington Shields Capital Management
New York
$560K – – –
MFG
427
Merit Financial Group
Georgia
$559K – – –
OWA
428
Outlook Wealth Advisors
Texas
$558K +$30K +228 +6%
Cetera Investment Advisers
429
Cetera Investment Advisers
Illinois
$553K +$553K +4,193 New
WAM
430
World Asset Management
Michigan
$543K -$23.2K -176 -4%
LFF
431
Level Four Financial
Texas
$524K +$524K +3,974 New
Cerity Partners
432
Cerity Partners
New York
$521K -$4.88K -37 -0.9%
DBT
433
Dubuque Bank & Trust
Iowa
$519K +$5.66K +43 +1%
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K +$26.3K +200 +5%
Man Group
435
Man Group
United Kingdom
$517K -$12.2M -92,385 -96%
CWM
436
Calamos Wealth Management
Illinois
$513K -$26.4K -200 -5%
GHA
437
GW Henssler & Associates
Georgia
$513K -$8.44K -64 -2%
Vontobel Holding
438
Vontobel Holding
Switzerland
$510K +$510K +3,388 New
Creative Planning
439
Creative Planning
Kansas
$509K -$66.7K -506 -12%
S
440
Seeyond
France
$505K -$2.9K -22 -0.6%
LA
441
LVW Advisors
New York
$494K -$69.2K -525 -12%
CAAS
442
Capital Asset Advisory Services
Michigan
$488K +$52K +395 +12%
BAM
443
Burgundy Asset Management
Ontario, Canada
$482K – – –
PAS
444
Park Avenue Securities
New York
$479K -$23.7K -180 -5%
HIIFS
445
Harel Insurance Investments & Financial Services
Israel
$476K +$16.2K +123 +4%
IC
446
Intersect Capital
California
$470K +$14K +106 +3%
AAM
447
Azzad Asset Management
Virginia
$469K +$13.7K +104 +3%
MCM
448
MAI Capital Management
Ohio
$466K -$1.45K -11 -0.3%
Fiera Capital (Canada)
449
Fiera Capital (Canada)
Quebec, Canada
$461K +$6.34K +48 +1%
DBRC
450
D.B. Root & Company
Pennsylvania
$461K +$54.9K +417 +14%
16 17
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