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CDW
CDW

Overview Fund Activity

588 hedge funds and large institutions have $16.8B invested in CDW in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 210 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
12.91%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
84
Increased
210
Reduced
211
Closed
71
Calls
$12.3M
Puts
$18.3M
Net Calls
-$6.05M
Net Calls Change
-$19.4M

Top Buyers

1
State Street
State Street
Massachusetts
$732M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
3
BlackRock
BlackRock
New York
$1.43B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$283M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$428M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$862M
2
ACM
Atlanta Capital Management
Georgia
$398M
3
AAMU
Amundi Asset Management US
Massachusetts
$301M
4
AQR Capital Management
AQR Capital Management
Connecticut
$290M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
501
Glenmede Trust
Pennsylvania
$117K -$3.2K -25,987 -3%
GSWM
502
Golden State Wealth Management
California
$116K +$30.7K +250 +36%
APA
503
American Portfolios Advisors
New York
$110K +$24.5K +199 +29%
AF
504
Advisornet Financial
Minnesota
$109K +$63.1K +512 +137%
DWA
505
Dougherty Wealth Advisers
Minnesota
$93K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$92K – – –
SPIA
507
Steward Partners Investment Advisory
New York
$92K +$3.44K +28 +4%
SF
508
Synovus Financial
Georgia
$89K – – –
S
509
SignatureFD
Georgia
$88K +$19.6K +158 +29%
SFS
510
Sowell Financial Services
Arkansas
$87K +$87K +705 New
AIM
511
Advantage Investment Management
Iowa
$86K – – –
FCA
512
FinTrust Capital Advisors
South Carolina
$79K +$3.33K +27 +4%
QT
513
Quantamental Technologies
New York
$79K +$79K +643 New
JCM
514
Jacobi Capital Management
Pennsylvania
$72K – – –
EWM
515
Endurance Wealth Management
Rhode Island
$72K +$72K +582 New
Group One Trading
516
Group One Trading
Illinois
$64K +$24.5K +198 +62%
FANJ
517
Financial Architects (New Jersey)
New Jersey
$63K – – –
LWM
518
Liberty Wealth Management
California
$62K +$124 +1 +0.2%
PA
519
Parallel Advisors
California
$62K +$24.9K +203 +67%
SQA
520
Simon Quick Advisors
New Jersey
$62K +$62K +503 New
ZB
521
Zions Bancorporation
Utah
$56K – – –
AWM
522
AllSquare Wealth Management
New York
$53K -$5.42K -44 -9%
BHWM
523
Bay Harbor Wealth Management
Maryland
$53K -$3.42K -28 -6%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$53K – – –
GLI
525
Guardian Life Insurance
New York
$52K +$52K +423 New
19 20
21
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