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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 %
SS
476
Simplicity Solutions
Minnesota
$440K +$56.8K +360 +15%
UB
477
UMB Bank
Missouri
$434K +$135K +855 +45%
PP
478
Prudential plc
United Kingdom
$432K -$50.7K -322 -11%
SC
479
Savant Capital
Illinois
$432K +$432K +2,740 New
VT
480
Vise Technologies
New York
$426K -$1.04M -6,607 -71%
BMSSC
481
B. Metzler seel. Sohn & Co
Germany
$418K – – –
AAP
482
Arax Advisory Partners
Colorado
$415K +$2.99K +19 +0.7%
ST
483
Smithfield Trust
Pennsylvania
$413K -$11.8K -75 -3%
SICM
484
Sustainable Insight Capital Management
New York
$407K +$407K +2,400 New
EF
485
Empirical Finance
Pennsylvania
$404K +$23.6K +150 +6%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$404K -$10.5K -62 -3%
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$388K +$45.2K +286 +13%
BTW
488
Boston Trust Walden
Massachusetts
$386K – – –
MPCG
489
Matrix Private Capital Group
New York
$380K -$315 -2 -0.1%
OC
490
Oppenheimer & Co
New York
$377K +$28.8K +183 +8%
CA
491
CoreCap Advisors
Michigan
$373K +$373K +2,368 New
JCIA
492
Jackson Creek Investment Advisors
Colorado
$372K +$126K +692 +51%
RJT
493
Raymond James Trust
Florida
$371K -$140K -886 -27%
EWA
494
EP Wealth Advisors
California
$368K +$630 +4 +0.2%
CWM
495
Calamos Wealth Management
Illinois
$361K -$252K -1,600 -41%
SB
496
Strategic Blueprint
Georgia
$352K -$7.41K -47 -2%
SIM
497
Studio Investment Management
Illinois
$352K +$352K +2,233 New
Cetera Investment Advisers
498
Cetera Investment Advisers
Illinois
$351K -$134K -851 -28%
NIG
499
NFJ Investment Group
Texas
$351K -$8.18K -52 -2%
Brown Advisory
500
Brown Advisory
Maryland
$351K -$2.36K -15 -0.7%
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