We are live on ! Find out more
CDW icon

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
Capstone Investment Advisors
476
Capstone Investment Advisors
New York
$574K +$587K +3,207 New
CIM
477
Caldwell Investment Management
Ontario, Canada
$567K – – –
TC
478
TownSquare Capital
Utah
$563K +$97.7K +534 +20%
Cetera Investment Advisers
479
Cetera Investment Advisers
Illinois
$551K -$915 -5 -0.2%
APG
480
Abacus Planning Group
South Carolina
$549K – – –
MPPW
481
Mitchell & Pahl Private Wealth
Oklahoma
$548K +$56.5K +309 +11%
PP
482
Prudential plc
United Kingdom
$548K +$561K +3,065 New
PCMI
483
Paradigm Capital Management Inc
New York
$537K – – –
SEM
484
Suncoast Equity Management
Florida
$511K +$335K +1,830 +179%
STA
485
Summit Trail Advisors
New York
$505K -$32.6K -178 -6%
GHA
486
GW Henssler & Associates
Georgia
$504K +$366 +2 +0.1%
EFI
487
EHP Funds Inc
Canada
$501K +$512K +2,800 New
KC
488
Kenfarb & Co
Kentucky
$494K – – –
HWMA
489
Heritage Wealth Management (Arizona)
Arizona
$494K +$505K +2,761 New
Vontobel Holding
490
Vontobel Holding
Switzerland
$492K -$126K -690 -20%
UCFA
491
United Capital Financial Advisors
Texas
$488K +$6.04K +33 +1%
ST
492
Smithfield Trust
Pennsylvania
$482K – – –
JIC
493
Johnson Investment Counsel
Ohio
$479K +$176K +961 +56%
BMSSC
494
B. Metzler seel. Sohn & Co
Germany
$475K – – –
TWC
495
TD Waterhouse Canada
Ontario, Canada
$469K -$32.8K -179 -7%
AAP
496
Arax Advisory Partners
Colorado
$468K +$143K +784 +43%
CCP
497
Corient Capital Partners
California
$466K -$291K -1,589 -38%
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$458K +$103K +561 +28%
PFS
499
Prospera Financial Services
Texas
$458K +$139K +757 +42%
QT
500
Quantamental Technologies
New York
$451K +$461K +2,519 New
18 19
20
21 22

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.