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CDW
CDW

777 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, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
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
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
451
Desjardins Global Asset Management
Quebec, Canada
$681K +$4.39K +24 +0.6%
ACA
452
Aptus Capital Advisors
Alabama
$678K +$693K +3,788 New
SO
453
STRS Ohio
Ohio
$676K -$1.81M -9,895 -72%
QPW
454
Quantum Private Wealth
Florida
$674K +$5.12K +28 +0.7%
APA
455
American Portfolios Advisors
New York
$672K -$3.29K -18 -0.5%
IC
456
IEQ Capital
California
$671K -$63.9K -349 -9%
AAS
457
Avantax Advisory Services
Texas
$664K -$198K -1,082 -22%
ONB
458
Old National Bancorp
Indiana
$661K +$446K +2,435 +193%
AWM
459
Axxcess Wealth Management
California
$656K +$4.39K +24 +0.7%
IWA
460
Intercontinental Wealth Advisors
Texas
$655K +$4.21K +23 +0.6%
BAM
461
Burgundy Asset Management
Ontario, Canada
$654K – – –
DDC
462
DF Dent & Co
Maryland
$650K +$73.2K +400 +12%
LFAS
463
Level Four Advisory Services
Texas
$639K -$28.4K -155 -4%
IC
464
Intersect Capital
California
$635K -$7.32K -40 -1%
LFA
465
Laraway Financial Advisors
Minnesota
$629K – – –
CCS
466
Concentric Capital Strategies
Connecticut
$626K +$640K +3,500 New
FB
467
Fulton Bank
Pennsylvania
$623K +$39K +213 +7%
Creative Planning
468
Creative Planning
Kansas
$620K -$3.11K -17 -0.5%
NSB
469
Norway Savings Bank
Maine
$614K +$10.1K +55 +2%
SW
470
SteelPeak Wealth
California
$603K +$616K +3,369 New
ETC
471
Exchange Traded Concepts
Oklahoma
$599K +$484K +2,643 +373%
GWANC
472
Guardian Wealth Advisors (North Carolina)
North Carolina
$590K +$342K +1,871 +131%
MFG
473
Merit Financial Group
Georgia
$585K -$169K -924 -22%
RJT
474
Raymond James Trust
Florida
$580K -$51.1K -279 -8%
SS
475
Sunbelt Securities
Texas
$580K – – –
17 18
19
20 21

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.