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CDW
CDW

Overview Fund Activity

747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$184M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$463M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$81.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$54.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
2
Select Equity Group
New York
$1.24B
3
UBS AM
3
UBS AM
Illinois
$157M
4
BlackRock
4
BlackRock
New York
$1.71B
5
PAM
5
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
426
Outlook Wealth Advisors
Texas
$826K +$10.4K +57 +1%
HPC
427
Hobart Private Capital
North Carolina
$820K -$47.1K -259 -5%
WJWM
428
Williams Jones Wealth Management
New York
$817K – – –
AP
429
Advisor Partners
California
$801K +$4.55K +25 +0.6%
KFA
430
Kelleher Financial Advisors
New York
$799K +$799K +4,392 New
MCM
431
Manchester Capital Management
Vermont
$789K -$10K -55 -1%
CI
432
Cigna Investments
Connecticut
$781K -$24.8K -136 -3%
WSCM
433
Wellington Shields Capital Management
New York
$774K – – –
MFG
434
Merit Financial Group
Georgia
$761K +$8.92K +49 +1%
AO
435
Advisor OS
Illinois
$760K +$109K +597 +17%
BAM
436
Blueshift Asset Management
New Jersey
$750K +$513K +2,819 +216%
PTP
437
Platform Technology Partners
New York
$743K -$38.6K -212 -5%
EMG
438
ETF Managers Group
New Jersey
$730K +$58K +313 +9%
PP
439
Paloma Partners
Connecticut
$729K +$729K +4,004 New
IRF
440
IBM Retirement Fund
New York
$718K +$2.91K +16 +0.4%
GT
441
Glenview Trust
Kentucky
$713K +$86.3K +474 +14%
DWA
442
Douglass Winthrop Advisors
New York
$711K – – –
CWM
443
Calamos Wealth Management
Illinois
$708K – – –
Wolverine Trading
444
Wolverine Trading
Illinois
$708K +$471K +2,542 +199%
BMCM
445
Burns Matteson Capital Management
New York
$706K +$176K +967 +33%
RCA
446
Resonant Capital Advisors
Wisconsin
$699K +$107K +590 +18%
AIM
447
Acropolis Investment Management
Missouri
$690K +$73.4K +408 +12%
CCP
448
Corient Capital Partners
California
$684K +$133K +730 +24%
Nomura Holdings
449
Nomura Holdings
Japan
$674K +$47.2K +254 +8%
MCM
450
MAI Capital Management
Ohio
$673K +$5.46K +30 +0.8%
16 17
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