CDW icon

CDW
CDW

Overview Fund Activity

774 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 280 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
12.25%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
288
Reduced
280
Closed
97
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$502M
2
BlackRock
BlackRock
New York
+$276M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$100M
4
FMI
Fiduciary Management Inc
Wisconsin
+$90.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$64.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$274M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$234M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$84.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
451
STRS Ohio
Ohio
$676K -$1.77M -9,895 -72%
QPW
452
Quantum Private Wealth
Florida
$674K +$5.01K +28 +0.7%
APA
453
American Portfolios Advisors
New York
$672K -$3.22K -18 -0.5%
IC
454
IEQ Capital
California
$671K -$62.4K -349 -9%
AAS
455
Avantax Advisory Services
Texas
$664K -$193K -1,082 -22%
ONB
456
Old National Bancorp
Indiana
$661K +$435K +2,435 +193%
AWM
457
Axxcess Wealth Management
California
$656K +$4.29K +24 +0.7%
IWA
458
Intercontinental Wealth Advisors
Texas
$655K +$4.12K +23 +0.6%
BAM
459
Burgundy Asset Management
Ontario, Canada
$654K – – –
DDC
460
DF Dent & Co
Maryland
$650K +$71.6K +400 +12%
LFAS
461
Level Four Advisory Services
Texas
$639K -$27.7K -155 -4%
IC
462
Intersect Capital
California
$635K -$7.16K -40 -1%
LFA
463
Laraway Financial Advisors
Minnesota
$629K – – –
CCS
464
Concentric Capital Strategies
Connecticut
$626K +$626K +3,500 New
FB
465
Fulton Bank
Pennsylvania
$623K +$38.1K +213 +7%
Creative Planning
466
Creative Planning
Kansas
$620K -$3.04K -17 -0.5%
NSB
467
Norway Savings Bank
Maine
$614K +$9.83K +55 +2%
SW
468
SteelPeak Wealth
California
$603K +$603K +3,369 New
ETC
469
Exchange Traded Concepts
Oklahoma
$599K +$472K +2,643 +373%
GWANC
470
Guardian Wealth Advisors (North Carolina)
North Carolina
$590K +$335K +1,871 +131%
MFG
471
Merit Financial Group
Georgia
$585K -$165K -924 -22%
RJT
472
Raymond James Trust
Florida
$580K -$49.9K -279 -8%
SS
473
Sunbelt Securities
Texas
$580K – – –
Capstone Investment Advisors
474
Capstone Investment Advisors
New York
$574K +$574K +3,207 New
CIM
475
Caldwell Investment Management
Ontario, Canada
$567K – – –
17 18
19
20 21