We are live on ! Find out more

667 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 211 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 26

83% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $19.6M

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

13% more funds holding

Funds holding: 589667 (+78)

1.77% less ownership

Funds ownership: 94.99%93.22% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

21% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 266

Holders
667
Holders Change
+78
Holders Change %
+13.24%
% of All Funds
13.14%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.33%
New
117
Increased
211
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FB
501
Fulton Bank
Pennsylvania
$278K +$40.5K +306 +19%
Pacer Advisors
502
Pacer Advisors
Pennsylvania
$273K -$1.87M -14,142 -88%
BFA
503
Beaumont Financial Advisors
Massachusetts
$271K
CHC
504
City Holding Co
West Virginia
$269K +$249K +1,885 New
Walleye Trading
505
Walleye Trading
New York
$263K +$244K +1,843 New
PCA
506
Personal Capital Advisors
California
$258K -$2.65K -20 -1%
CFA
507
Carroll Financial Associates
North Carolina
$255K -$65.6K -496 -22%
WS
508
Wedbush Securities
California
$251K -$6.88K -52 -3%
OIA
509
Optimum Investment Advisors
Illinois
$247K -$33.1K -250 -13%
GEA
510
Glen Eagle Advisors
New Jersey
$245K +$34.5K +261 +18%
AAP
511
Arax Advisory Partners
Colorado
$244K +$2.51K +19 +1%
CMBA
512
C.M. Bidwell & Associates
Hawaii
$244K +$226K +1,705 New
HS
513
HighVista Strategies
Massachusetts
$243K -$52.9K -400 -19%
DC
514
Davenport & Co
Virginia
$240K +$223K +1,682 New
IFS
515
Ifrah Financial Services
Arkansas
$240K +$223K +1,684 New
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$239K -$183K -1,382 -45%
MSAM
517
Moloney Securities Asset Management
Missouri
$239K -$2.38K -18 -1%
SC
518
Steph & Co
Wisconsin
$235K +$217K +1,642 New
RC
519
RegentAtlantic Capital
New Jersey
$234K -$65.6K -496 -23%
DCM
520
Driehaus Capital Management
Illinois
$232K -$4.23K -32 -2%
BCM
521
Bayesian Capital Management
New York
$230K -$953K -7,200 -82%
FSC
522
Full Sail Capital
Oklahoma
$229K -$58K -438 -21%
HFM
523
Harvest Fund Management
China
$228K +$36.6K +277 +21%
TAM
524
Townsend Asset Management
North Carolina
$224K +$208K +1,571 New
CAN
525
Cetera Advisor Networks
California
$222K +$206K +1,559 New

CDW Hedge Fund Activity: Q4 2019 in Review

667 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2019, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CDW positions and 26 closed out — a net gain of 91 holders — while 211 added to existing stakes and 266 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $324M. The largest seller was AQR Capital Management, cutting an estimated $156M.

  • 667 institutional investors held CDW (CDW) as of Q4 2019, up from 589 in Q3 2019.
  • Funds reported $19.1B of CDW stock for Q4 2019, up 14% quarter-over-quarter.
  • 117 funds opened new CDW positions in Q4 2019 and 26 closed out, a net change of +91 holders.
  • The largest CDW buyer in Q4 2019 was Fidelity Investments, an estimated $324M added.
  • The largest CDW seller in Q4 2019 was AQR Capital Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2019.