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CDW
CDW

Overview Fund Activity

568 hedge funds and large institutions have $12.9B invested in CDW in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+35
Holders Change %
+6.57%
% of All Funds
12.31%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.3%
New
79
Increased
189
Reduced
223
Closed
40
Calls
$21.2M
Puts
$5.9M
Net Calls
+$15.3M
Net Calls Change
+$12.5M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$130M
2
Ameriprise
Ameriprise
Minnesota
+$49.4M
3
WCM
Wedge Capital Management
North Carolina
+$43.7M
4
Select Equity Group
Select Equity Group
New York
+$35.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$34.5M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$87.8M
2
UIM
USS Investment Management
United Kingdom
-$85.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$53.4M
4
Millennium Management
Millennium Management
New York
-$52.7M
5
Goldman Sachs
Goldman Sachs
New York
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
476
Rockefeller Capital Management
New York
$89K +$89K +920 New
GT
477
Glenmede Trust
Pennsylvania
$88.2K -$450 -4,666 -0.5%
APA
478
American Portfolios Advisors
New York
$84.5K -$9.25K -96 -10%
CFS
479
Ceros Financial Services
Maryland
$77K +$77K +794 New
AP
480
Advisors Preferred
Maryland
$77K +$77K +794 New
SF
481
Synovus Financial
Georgia
$73K -$32K -335 -30%
DWA
482
Dougherty Wealth Advisers
Minnesota
$73K – – –
APC
483
Aspire Private Capital
North Carolina
$72K -$862 -9 -1%
PWMG
484
Prestige Wealth Management Group
New Jersey
$72K – – –
LFA
485
Legacy Financial Advisors
Kentucky
$69K – – –
AIM
486
Advantage Investment Management
Iowa
$67K -$4.21K -44 -6%
GSWM
487
Golden State Wealth Management
California
$67K +$67K +694 New
SQA
488
Simon Quick Advisors
New Jersey
$65K – – –
Pacer Advisors
489
Pacer Advisors
Pennsylvania
$64K – – –
RCAG
490
Rehmann Capital Advisory Group
Michigan
$60.8K -$19.1K -198 -24%
FPFS
491
First Personal Financial Services
North Carolina
$56K – – –
WAM
492
Wealthspire Advisors (Maryland)
Maryland
$56K +$22.6K +236 +67%
PFO
493
Pathstone Family Office
New Jersey
$49K +$46.2K +486 +1,676%
S
494
SignatureFD
Georgia
$47K +$5.52K +57 +13%
DSI
495
Daiwa SB Investments
Japan
$47K +$47K +490 New
AWM
496
AllSquare Wealth Management
New York
$46K – – –
ZB
497
Zions Bancorporation
Utah
$44K – – –
BHWM
498
Bay Harbor Wealth Management
Maryland
$42K +$674 +7 +2%
JCM
499
Jacobi Capital Management
Pennsylvania
$42K +$5.5K +57 +15%
PCM
500
Prelude Capital Management
New York
$39K -$151K -1,566 -79%
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