CDW icon

CDW
CDW

Overview Fund Activity

664 hedge funds and large institutions have $15.1B invested in CDW in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+30
Holders Change %
+4.73%
% of All Funds
13.65%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.31%
New
86
Increased
222
Reduced
266
Closed
53
Calls
$16.7M
Puts
$13.6M
Net Calls
+$3.1M
Net Calls Change
+$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$187M
2
Lazard Asset Management
Lazard Asset Management
New York
+$184M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$100M
5
Wells Fargo
Wells Fargo
California
+$53.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$114M
3
ACM
Atlanta Capital Management
Georgia
-$101M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$86.5M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCI
501
Zevenbergen Capital Investments
Washington
$249K +$249K +2,140 New
CP
502
Camelot Portfolios
Ohio
$246K -$507K -4,358 -67%
CC
503
Courier Capital
New York
$244K – – –
PTC
504
Private Trust Company
Ohio
$241K -$315K -2,694 -57%
FB
505
Fulton Bank
Pennsylvania
$240K -$13.5K -116 -5%
FLPIM
506
F.L. Putnam Investment Management
Massachusetts
$237K -$2.65M -22,793 -92%
MAG
507
Mayfair Advisory Group
Alabama
$235K +$235K +2,026 New
AIM
508
Acropolis Investment Management
Missouri
$232K – – –
Wealthfront Advisers
509
Wealthfront Advisers
California
$228K -$141K -1,214 -38%
SM
510
Sciencast Management
New Jersey
$228K +$228K +2,010 New
BAM
511
Blueshift Asset Management
New Jersey
$227K -$729K -6,277 -76%
BDS
512
Banco de Sabadell
Florida
$222K -$2.03M -17,624 -90%
BFA
513
Beaumont Financial Advisors
Massachusetts
$222K +$222K +1,910 New
MYAM
514
Meiji Yasuda Asset Management
Japan
$220K +$220K +1,890 New
CCP
515
Corient Capital Partners
California
$220K +$220K +1,896 New
UCMOK
516
United Capital Management of KS
Kansas
$216K +$216K +1,855 New
RIM
517
Rampart Investment Management
Connecticut
$214K +$67.7K +583 +46%
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
BWA
519
Beam Wealth Advisors
Louisiana
$213K +$213K +1,809 New
PCA
520
Personal Capital Advisors
California
$213K +$213K +1,831 New
QI
521
QS Investors
New York
$209K -$163K -1,400 -44%
BRA
522
Blue Rock Advisors
Minnesota
$209K +$209K +1,801 New
AL
523
AJO LP
Pennsylvania
$204K -$6.96K -60 -3%
OWA
524
One Wealth Advisors
California
$204K +$204K +1,754 New
CI
525
Conning Inc
Connecticut
$203K +$203K +1,751 New
19 20
21
22 23