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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
FMI
Fiduciary Management Inc
Wisconsin
+$155M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
Morgan Stanley
Morgan Stanley
New York
+$73.4M
5
PI
Putnam Investments
Massachusetts
+$60.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$165M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$143M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.7M
4
Wells Fargo
Wells Fargo
California
-$84.4M
5
BlackRock
BlackRock
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
426
Virtus ETF Advisers
New York
$672K +$672K +4,267 New
SIA
427
Schechter Investment Advisors
Michigan
$662K +$662K +4,204 New
WCA
428
Westover Capital Advisors
Delaware
$661K -$13.1K -83 -2%
DF
429
Donoghue Forlines
Massachusetts
$655K +$655K +4,159 New
GT
430
Glenview Trust
Kentucky
$650K +$5.52K +35 +0.9%
DDC
431
DF Dent & Co
Maryland
$646K +$73.9K +469 +13%
Wealthfront Advisers
432
Wealthfront Advisers
California
$644K +$26.8K +170 +4%
SWM
433
Salvus Wealth Management
New Jersey
$641K -$4.88K -31 -0.8%
APC
434
Aspire Private Capital
North Carolina
$639K +$315 +2 +0%
ESCM
435
Echo Street Capital Management
New York
$639K +$436K +2,771 +215%
HF
436
HRT Financial
New York
$624K +$624K +3,966 New
VAS
437
Vestmark Advisory Solutions
Massachusetts
$620K -$5.55M -35,211 -90%
DWA
438
Douglass Winthrop Advisors
New York
$615K – – –
RP
439
Riverwater Partners
Wisconsin
$615K +$615K +3,901 New
PP
440
Paloma Partners
Connecticut
$614K -$188K -1,197 -23%
PCP
441
Proficio Capital Partners
Massachusetts
$597K -$89.9K -570 -13%
AAS
442
Avantax Advisory Services
Texas
$594K +$7.09K +45 +1%
QPW
443
Quantum Private Wealth
Florida
$593K – – –
Nisa Investment Advisors
444
Nisa Investment Advisors
Missouri
$590K +$332K +2,110 +129%
IC
445
IEQ Capital
California
$587K -$4.41K -28 -0.7%
PTP
446
Platform Technology Partners
New York
$585K -$47.7K -303 -8%
VI
447
Versor Investments
New York
$581K +$362K +2,300 +166%
AG
448
Algert Global
California
$581K +$581K +3,689 New
BAM
449
Burgundy Asset Management
Ontario, Canada
$576K – – –
TC
450
TownSquare Capital
Utah
$576K +$79.9K +507 +16%
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