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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
Longview Partners
Guernsey
$144M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
Renaissance Technologies
New York
$85M
5
Citadel Advisors
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$50M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
476
Cetera Investment Advisers
Illinois
$632K -$729K -3,559 -54%
SS
477
Sunbelt Securities
Texas
$632K -$7.21K -37 -1%
APG
478
Abacus Planning Group
South Carolina
$629K +$1.64K +8 +0.3%
BPA
479
Beacon Pointe Advisors
California
$622K +$622K +3,039 New
STA
480
Summit Trail Advisors
New York
$615K +$615K +3,003 New
PCMI
481
Paradigm Capital Management Inc
New York
$614K – – –
NA
482
NewEdge Advisors
Louisiana
$603K +$603K +2,945 New
ESCM
483
Echo Street Capital Management
New York
$602K -$594K -2,900 -50%
TWC
484
TD Waterhouse Canada
Ontario, Canada
$586K +$586K +2,625 New
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$586K +$586K +2,859 New
GHA
486
GW Henssler & Associates
Georgia
$577K +$577K +2,816 New
JG
487
Jefferies Group
New York
$566K -$506K -2,470 -47%
KC
488
Kenfarb & Co
Kentucky
$565K +$565K +2,760 New
MPPW
489
Mitchell & Pahl Private Wealth
Oklahoma
$564K +$103K +504 +22%
KA
490
Kovack Advisors
Florida
$561K -$1.64K -8 -0.3%
UCFA
491
United Capital Financial Advisors
Texas
$552K -$106K -516 -16%
ST
492
Smithfield Trust
Pennsylvania
$550K -$1.02K -5 -0.2%
BMSSC
493
B. Metzler seel. Sohn & Co
Germany
$542K +$129K +631 +31%
SB
494
Strategic Blueprint
Georgia
$540K +$61.8K +302 +13%
NIG
495
NFJ Investment Group
Texas
$538K -$69K -337 -11%
TC
496
TownSquare Capital
Utah
$535K +$224K +1,094 +72%
PA
497
Profund Advisors
Maryland
$508K -$2.47M -12,039 -83%
HH
498
Hilltop Holdings
Texas
$508K +$34.2K +167 +7%
PCP
499
Proficio Capital Partners
Massachusetts
$507K +$1.03K +5 +0.2%
MPCG
500
Matrix Private Capital Group
New York
$498K -$409 -2 -0.1%
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