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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
FMI
Fiduciary Management Inc
Wisconsin
+$155M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
Morgan Stanley
Morgan Stanley
New York
+$73.4M
5
PI
Putnam Investments
Massachusetts
+$60.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$165M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$143M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.7M
4
Wells Fargo
Wells Fargo
California
-$84.4M
5
BlackRock
BlackRock
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
451
Norway Savings Bank
Maine
$553K +$11.8K +75 +2%
ONB
452
Old National Bancorp
Indiana
$551K -$31.7K -201 -5%
APA
453
American Portfolios Advisors
New York
$541K -$51K -324 -9%
LFAS
454
Level Four Advisory Services
Texas
$540K -$22.4K -142 -4%
LFA
455
Laraway Financial Advisors
Minnesota
$538K -$15.7K -100 -3%
LC
456
Lindbrook Capital
California
$535K +$524K +3,325 +4,683%
FB
457
Fulton Bank
Pennsylvania
$522K -$26K -165 -5%
MFG
458
Merit Financial Group
Georgia
$510K -$5.52K -35 -1%
SS
459
Sunbelt Securities
Texas
$510K -$472 -3 -0.1%
STA
460
Summit Trail Advisors
New York
$501K +$56.1K +356 +13%
KC
461
Kenfarb & Co
Kentucky
$494K – – –
CCP
462
Corient Capital Partners
California
$484K +$73.7K +468 +18%
APG
463
Abacus Planning Group
South Carolina
$483K -$1.1K -7 -0.2%
SW
464
SteelPeak Wealth
California
$482K -$49.2K -312 -9%
Connor, Clark & Lunn Investment Management (CC&L)
465
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$481K +$481K +3,055 New
MFAM
466
Motley Fool Asset Management
Virginia
$476K +$476K +3,016 New
DA
467
Duality Advisers
Florida
$473K -$895K -5,682 -65%
PCMI
468
Paradigm Capital Management Inc
New York
$473K – – –
MAM
469
Meeder Asset Management
Ohio
$471K -$837K -5,313 -64%
ICG
470
InterOcean Capital Group
Tennessee
$463K +$463K +2,940 New
SEM
471
Suncoast Equity Management
Florida
$460K +$10.2K +65 +2%
UCFA
472
United Capital Financial Advisors
Texas
$454K +$24.4K +155 +6%
SWM
473
Sendero Wealth Management
Texas
$450K +$127K +806 +39%
Rockefeller Capital Management
474
Rockefeller Capital Management
New York
$447K +$43.8K +278 +11%
IDBONY
475
Israel Discount Bank of New York
New York
$441K +$441K +2,796 New
17 18
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