CDW icon

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
Select Equity Group
New York
$1.24B
3
UBS AM
UBS AM
Illinois
$157M
4
BlackRock
BlackRock
New York
$1.71B
5
PAM
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
451
Avantax Advisory Services
Texas
$669K +$39.2K +215 +6%
BAM
452
Burgundy Asset Management
Ontario, Canada
$665K – – –
KRSITF
453
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$665K +$728 +4 +0.1%
APA
454
American Portfolios Advisors
New York
$662K -$63.2K -347 -9%
IC
455
Intersect Capital
California
$652K +$2.37K +13 +0.4%
Wealthfront Advisers
456
Wealthfront Advisers
California
$647K +$95.4K +524 +17%
Arrowstreet Capital
457
Arrowstreet Capital
Massachusetts
$637K +$637K +3,500 New
Fiera Capital (Canada)
458
Fiera Capital (Canada)
Quebec, Canada
$636K +$10.2K +56 +2%
LFF
459
Level Four Financial
Texas
$633K -$37.5K -206 -6%
TI
460
Tidal Investments
Wisconsin
$633K +$48.3K +265 +8%
Cerity Partners
461
Cerity Partners
New York
$618K -$3.28K -18 -0.5%
WG
462
Winton Group
United Kingdom
$614K +$614K +3,376 New
DDC
463
DF Dent & Co
Maryland
$612K -$5.1K -28 -0.8%
WAM
464
World Asset Management
Michigan
$611K -$60.2K -331 -9%
FCI
465
Financial Counselors Inc
Kansas
$607K -$3.82K -21 -0.6%
APC
466
Aspire Private Capital
North Carolina
$601K +$2K +11 +0.3%
RJT
467
Raymond James Trust
Florida
$597K +$147K +807 +33%
NSB
468
Norway Savings Bank
Maine
$590K +$54.6K +300 +10%
UCFA
469
United Capital Financial Advisors
Texas
$584K -$287K -1,578 -33%
CIC
470
Chilton Investment Company
Connecticut
$577K +$577K +3,170 New
Creative Planning
471
Creative Planning
Kansas
$574K -$14K -77 -2%
SS
472
Sunbelt Securities
Texas
$572K – – –
APG
473
Abacus Planning Group
South Carolina
$557K – – –
CP
474
Camelot Portfolios
Ohio
$555K -$618K -3,396 -53%
SS
475
Simplicity Solutions
Minnesota
$548K +$90.4K +497 +20%
17 18
19
20 21