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CDW
CDW

777 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
426
Point72 Hong Kong
Hong Kong
$814K +$832K +4,549 New
AC
427
Allstate Corporation
Illinois
$808K -$1.96M -10,727 -70%
PAS
428
Park Avenue Securities
New York
$797K -$58.4K -319 -7%
PCP
429
Proficio Capital Partners
Massachusetts
$780K +$345K +1,884 +76%
MCM
430
Manchester Capital Management
Vermont
$775K +$2.75K +15 +0.3%
WCA
431
Westover Capital Advisors
Delaware
$766K -$167K -915 -18%
RCA
432
Resonant Capital Advisors
Wisconsin
$765K +$30.7K +168 +4%
CQS
433
Credential Qtrade Securities
$760K -$880K -4,807 -53%
SEC
434
Seven Eight Capital
New York
$756K +$773K +4,227 New
MYAM
435
Meiji Yasuda Asset Management
Japan
$755K -$69K -377 -8%
EMG
436
ETF Managers Group
New Jersey
$753K +$14.8K +81 +2%
BHCM
437
Boulder Hill Capital Management
New York
$751K +$769K +4,200 New
CC
438
Centiva Capital
New York
$738K +$755K +4,127 New
SWM
439
Salvus Wealth Management
New Jersey
$734K +$330K +1,804 +79%
VI
440
Vestcor Inc
New Brunswick, Canada
$733K +$439K +2,400 +141%
AP
441
Advisor Partners
California
$731K -$63.3K -346 -8%
GT
442
Glenview Trust
Kentucky
$731K +$22.3K +122 +3%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$729K +$222K +1,215 +42%
APC
444
Aspire Private Capital
North Carolina
$725K +$114K +625 +18%
PTP
445
Platform Technology Partners
New York
$719K -$12.3K -67 -2%
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$717K +$58.6K +320 +9%
Wealthfront Advisers
447
Wealthfront Advisers
California
$701K +$22.1K +121 +3%
DWA
448
Douglass Winthrop Advisors
New York
$699K – – –
CWM
449
Calamos Wealth Management
Illinois
$696K -$549 -3 -0.1%
TFA
450
Toth Financial Advisory
Virginia
$694K +$126K +686 +21%
16 17
18
19 20

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.