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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
Longview Partners
Guernsey
$144M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
Renaissance Technologies
New York
$85M
5
Citadel Advisors
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$50M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
451
American Portfolios Advisors
New York
$773K +$27.9K +136 +4%
QPW
452
Quantum Private Wealth
Florida
$765K +$765K +3,740 New
LFAS
453
Level Four Advisory Services
Texas
$763K +$763K +3,726 New
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$755K +$6.76K +33 +0.9%
BWM
455
Buckley Wealth Management
Nevada
$749K +$449K +2,194 +150%
BAM
456
Burgundy Asset Management
Ontario, Canada
$748K – – –
Twin Tree Management
457
Twin Tree Management
Texas
$746K -$3.81M -18,606 -84%
AWM
458
Axxcess Wealth Management
California
$746K +$746K +3,644 New
IWA
459
Intercontinental Wealth Advisors
Texas
$745K +$323K +1,579 +77%
IC
460
Intersect Capital
California
$735K +$1.64K +8 +0.2%
RJT
461
Raymond James Trust
Florida
$721K +$50K +244 +7%
LFA
462
Laraway Financial Advisors
Minnesota
$720K +$720K +3,520 New
Creative Planning
463
Creative Planning
Kansas
$713K +$66.8K +326 +10%
Vontobel Holding
464
Vontobel Holding
Switzerland
$703K +$139K +679 +25%
APC
465
Aspire Private Capital
North Carolina
$702K +$26K +127 +4%
NSB
466
Norway Savings Bank
Maine
$692K +$28.7K +140 +4%
ASN
467
Advisory Services Network
Georgia
$691K +$158K +771 +30%
FCI
468
Financial Counselors Inc
Kansas
$683K – – –
FB
469
Fulton Bank
Pennsylvania
$669K +$89.3K +436 +15%
DDC
470
DF Dent & Co
Maryland
$662K -$26.8K -131 -4%
PCM
471
Pinz Capital Management
New York
$655K +$655K +3,200 New
TFA
472
Toth Financial Advisory
Virginia
$654K +$323K +1,576 +97%
OQS
473
Occudo Quantitative Strategies
Florida
$650K +$650K +3,174 New
CIM
474
Caldwell Investment Management
Ontario, Canada
$647K +$647K +3,170 New
CI
475
Cigna Investments
Connecticut
$636K -$241K -1,179 -28%
17 18
19
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