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CDW
CDW

Overview Fund Activity

588 hedge funds and large institutions have $16.8B invested in CDW in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 210 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
84
Increased
210
Reduced
211
Closed
71
Calls
$12.3M
Puts
$18.3M
Net Calls
-$6.05M
Net Calls Change
-$19.4M

Top Buyers

1
State Street
State Street
Massachusetts
$732M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
BlackRock
BlackRock
New York
$1.43B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$283M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$428M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$862M
2
ACM
Atlanta Capital Management
Georgia
$398M
3
AAMU
Amundi Asset Management US
Massachusetts
$301M
4
AQR Capital Management
AQR Capital Management
Connecticut
$290M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
NNP
451
Nachman Norwood & Parrott
South Carolina
$298K – – –
MCM
452
MAI Capital Management
Ohio
$297K -$37.5K -304 -11%
SPC
453
Sigma Planning Corp
Michigan
$297K +$32.1K +260 +12%
FSC
454
Full Sail Capital
Oklahoma
$287K +$949 +7 +0.3%
ASN
455
Advisory Services Network
Georgia
$285K – – –
CFA
456
Carroll Financial Associates
North Carolina
$281K +$277K +2,249 +6,247%
BRWA
457
B. Riley Wealth Advisors
Florida
$280K -$12.2K -99 -4%
RWA
458
Ropes Wealth Advisors
Massachusetts
$279K -$101K -817 -27%
QCM
459
Quantinno Capital Management
New York
$277K -$172K -1,392 -38%
IRF
460
IBM Retirement Fund
New York
$274K -$3.33K -27 -1%
CC
461
ClearArc Capital
Ohio
$271K +$271K +2,202 New
KM
462
Kalos Management
Georgia
$270K -$33.9K -276 -11%
ACM
463
Alta Capital Management
Utah
$269K -$113K -920 -30%
EWA
464
EP Wealth Advisors
California
$267K – – –
BWP
465
Baldwin Wealth Partners
Massachusetts
$264K – – –
WJWM
466
Williams Jones Wealth Management
New York
$264K +$264K +2,143 New
RC
467
RegentAtlantic Capital
New Jersey
$263K -$67.1K -544 -20%
CC
468
Courier Capital
New York
$262K – – –
HS
469
HighVista Strategies
Massachusetts
$259K -$469K -3,800 -64%
BDF
470
Balasa Dinverno & Foltz
$259K +$17.2K +139 +7%
ZCI
471
Zevenbergen Capital Investments
Washington
$258K +$258K +2,095 New
CCM
472
Crabel Capital Management
California
$256K +$256K +2,074 New
DWA
473
Douglass Winthrop Advisors
New York
$253K +$253K +2,051 New
TAM
474
Tocqueville Asset Management
New York
$251K -$81.4K -660 -24%
AP
475
Advisor Partners
California
$249K -$11.7K -95 -4%
17 18
19
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