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CDW
CDW

Overview Fund Activity

634 hedge funds and large institutions have $12.2B invested in CDW in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-31
Holders Change %
-4.66%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
78
Increased
217
Reduced
258
Closed
105
Calls
$8.29M
Puts
$7.68M
Net Calls
+$609K
Net Calls Change
-$15.7M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$216M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$191M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$41.6M
5
GC
Gobi Capital
California
+$40.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
3
American Century Companies
American Century Companies
Missouri
-$92.1M
4
ACM
Atlanta Capital Management
Georgia
-$78.8M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
ALPS Advisors
Colorado
$240K -$46.3K -497 -16%
WA
477
Wealth Alliance
New York
$239K +$239K +2,567 New
CWM
478
Chesapeake Wealth Management
Virginia
$238K +$238K +2,553 New
WJWM
479
Williams Jones Wealth Management
New York
$237K – – –
AWM
480
Avior Wealth Management
Nebraska
$235K +$235K +2,530 New
NNP
481
Nachman Norwood & Parrott
South Carolina
$224K -$1.31K -14 -0.6%
XM
482
XTX Markets
New York
$222K +$222K +2,375 New
EWA
483
EP Wealth Advisors
California
$220K +$12.3K +132 +6%
BCV
484
Banque Cantonale Vaudoise
Switzerland
$219K -$616K -6,600 -74%
Twin Tree Management
485
Twin Tree Management
Texas
$219K -$168K -1,801 -43%
BRWA
486
B. Riley Wealth Advisors
Florida
$218K +$10.3K +110 +5%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
Schroder Investment Management Group
488
Schroder Investment Management Group
United Kingdom
$213K +$213K +2,224 New
PG
489
Pendal Group
Australia
$208K +$167K +1,791 +403%
FM
490
Foster & Motley
Ohio
$207K +$207K +2,215 New
CC
491
Courier Capital
New York
$206K – – –
HC
492
HNP Capital
New York
$206K +$206K +2,080 New
YMRC
493
Yorktown Management & Research Company
Virginia
$205K -$65.2K -700 -24%
FB
494
Fulton Bank
Pennsylvania
$204K +$22.1K +236 +12%
BWP
495
Baldwin Wealth Partners
Massachusetts
$200K – – –
USGIU
496
U.S. Global Investors (USGI)
Texas
$195K +$195K +2,091 New
PA
497
Procyon Advisors
Connecticut
$194K -$97.6K -1,045 -33%
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
$189K -$103K -1,105 -35%
AIM
499
Acropolis Investment Management
Missouri
$187K +$187K +2,000 New
AL
500
AJO LP
Pennsylvania
$169K +$169K +1,818 New
18 19
20
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