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CDW
CDW

Overview Fund Activity

575 hedge funds and large institutions have $14.8B invested in CDW in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 202 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+7
Holders Change %
+1.23%
% of All Funds
12.51%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
66
Increased
202
Reduced
228
Closed
52
Calls
$15.9M
Puts
$2.62M
Net Calls
+$13.3M
Net Calls Change
-$2.03M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$204M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$139M
3
Invesco
Invesco
Georgia
$101M
4
Bessemer Group
Bessemer Group
New Jersey
$90.7M
5
Wells Fargo
Wells Fargo
California
$247M

Top Sellers

1
AL
AJO LP
Pennsylvania
$10.4M
2
BlackRock
BlackRock
New York
$1.15B
3
ACH
ArrowMark Colorado Holdings
Colorado
$43.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B
5
AQR Capital Management
AQR Capital Management
Connecticut
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
AllSquare Wealth Management
New York
$53K – – –
PFO
502
Pathstone Family Office
New Jersey
$51K -$5.85K -53 -10%
ZB
503
Zions Bancorporation
Utah
$51K – – –
BHWM
504
Bay Harbor Wealth Management
Maryland
$51K +$2.87K +26 +6%
CG
505
Cutler Group
California
$48K -$319K -2,900 -87%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$48K +$40.8K +365 +570%
TL
507
TrueWealth LLC
Georgia
$44K – – –
AF
508
Advisornet Financial
Minnesota
$41K – – –
AssetMark Inc
509
AssetMark Inc
California
$40K -$1.22K -11 -3%
Group One Trading
510
Group One Trading
Illinois
$36K +$29.6K +263 +461%
PA
511
Parallel Advisors
California
$34K +$14.3K +127 +73%
QCG
512
Quadrant Capital Group
Ohio
$34K +$24.5K +233 +259%
CFB
513
Cullen/Frost Bankers
Texas
$33K +$27.3K +244 +478%
CAW
514
Cornerstone Advisors (Washington)
Washington
$31K +$8.34K +74 +37%
BCA
515
Berman Capital Advisors
Georgia
$30K +$18.7K +173 +166%
CCA
516
Catalyst Capital Advisors
New York
$28K -$1.03M -9,114 -97%
FEG
517
Financial Enhancement Group
Indiana
$28K – – –
GWM
518
Geneos Wealth Management
Colorado
$28K +$21.8K +200 +351%
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K +$28K +251 New
CIA
520
CSat Investment Advisory
Michigan
$28K +$28K +256 New
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$25K -$75.9K -692 -75%
Twin Tree Management
522
Twin Tree Management
Texas
$20K -$4.14M -37,501 -100%
PCP
523
Proficio Capital Partners
Massachusetts
$20K +$3.22K +29 +19%
CFN
524
Cordasco Financial Network
Florida
$20K +$20K +183 New
FAM
525
Fred Alger Management
New York
$19K -$19.7K -174 -51%
19 20
21
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