CDW icon

CDW
CDW

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 210 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+77
Holders Change %
+13.1%
% of All Funds
13.13%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
116
Increased
210
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
2
AAMU
Amundi Asset Management US
Massachusetts
+$74.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
4
BlackRock
BlackRock
New York
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$29.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
5
American Century Companies
American Century Companies
Missouri
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
451
Pegasus Partners
Wisconsin
$460K -$240K -1,682 -34%
Impax Asset Management Group
452
Impax Asset Management Group
United Kingdom
$456K +$42.5K +297 +10%
MPCG
453
Matrix Private Capital Group
New York
$451K +$451K +3,155 New
SWP
454
Stratos Wealth Partners
Ohio
$449K +$11.3K +79 +3%
Parallax Volatility Advisers
455
Parallax Volatility Advisers
California
$448K +$448K +3,135 New
NB
456
Northwest Bancshares
Pennsylvania
$447K – – –
PA
457
Procyon Advisors
Connecticut
$446K +$446K +3,122 New
RIA
458
Realta Investment Advisors
Delaware
$444K +$48K +352 +12%
ECM
459
ExodusPoint Capital Management
New York
$444K +$444K +3,106 New
AA
460
ALPS Advisors
Colorado
$439K -$19.1K -134 -4%
NL
461
NKCFO LLC
Illinois
$439K – – –
PI
462
PFS Investments
Georgia
$436K +$436K +3,052 New
Fiera Capital (Canada)
463
Fiera Capital (Canada)
Quebec, Canada
$435K +$22.7K +159 +6%
CAAS
464
Capital Asset Advisory Services
Michigan
$435K +$435K +3,201 New
SIA
465
Strategic Investment Advisors
Michigan
$429K +$30K +210 +8%
PAS
466
Park Avenue Securities
New York
$426K -$26.2K -183 -6%
JIC
467
Johnson Investment Counsel
Ohio
$421K -$386K -2,701 -48%
CI Investments Inc
468
CI Investments Inc
Ontario, Canada
$419K +$419K +2,936 New
YMRC
469
Yorktown Management & Research Company
Virginia
$414K – – –
B
470
Bellecapital
Switzerland
$405K +$405K +2,836 New
ZIC
471
ZWJ Investment Counsel
Georgia
$387K +$387K +2,712 New
AP
472
Advisor Partners
California
$384K +$91.6K +633 +31%
SPC
473
Sigma Planning Corp
Michigan
$381K +$36.7K +257 +11%
EMG
474
ETF Managers Group
New Jersey
$367K -$437K -3,063 -54%
WJWM
475
Williams Jones Wealth Management
New York
$363K +$57.1K +400 +19%
17 18
19
20 21