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CDW
CDW

Overview Fund Activity

699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$118M
2
KBC Group
KBC Group
Belgium
+$88.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$87.7M
4
Select Equity Group
Select Equity Group
New York
+$74.5M
5
WCM
Wedge Capital Management
North Carolina
+$70.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$419M
2
Wells Fargo
Wells Fargo
California
-$94M
3
ACM
Atlanta Capital Management
Georgia
-$90.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCMOK
501
United Capital Management of KS
Kansas
$286K +$8.29K +63 +3%
JIC
502
Johnson Investment Counsel
Ohio
$286K +$51.2K +388 +22%
PFS
503
Prospera Financial Services
Texas
$279K +$75.1K +569 +37%
CC
504
Courier Capital
New York
$274K – – –
SB
505
Strategic Blueprint
Georgia
$267K -$384K -2,910 -59%
CCP
506
Corient Capital Partners
California
$266K +$3.95K +30 +2%
AIM
507
Acropolis Investment Management
Missouri
$264K – – –
IA
508
IndexIQ Advisors
New York
$256K +$256K +1,939 New
AAP
509
Arax Advisory Partners
Colorado
$253K +$5.67K +43 +2%
HVM
510
Harvest Volatility Management
Connecticut
$253K +$253K +1,917 New
BFA
511
Beaumont Financial Advisors
Massachusetts
$252K – – –
BRWA
512
B. Riley Wealth Advisors
Florida
$251K -$388K -2,929 -61%
CIBC World Market
513
CIBC World Market
Ontario, Canada
$251K -$217K -1,652 -46%
MPPW
514
Mitchell & Pahl Private Wealth
Oklahoma
$251K +$251K +1,903 New
AA
515
AQR Arbitrage
Connecticut
$249K +$249K +1,917 New
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
$248K +$182K +1,381 +276%
BCM
517
Bayesian Capital Management
New York
$247K +$247K +1,874 New
ZCI
518
Zevenbergen Capital Investments
Washington
$239K +$239K +1,815 New
BWA
519
Beam Wealth Advisors
Louisiana
$238K – – –
PCA
520
Personal Capital Advisors
California
$237K -$3.95K -30 -2%
OAM
521
Oppenheimer Asset Management
New York
$236K -$61.8K -469 -21%
PF
522
Phoenix Financial
Israel
$232K +$232K +1,788 New
PAMP
523
Polar Asset Management Partners
Ontario, Canada
$230K +$230K +1,746 New
WAS
524
Wealth Advisory Solutions
Indiana
$228K +$228K +1,731 New
CCIA
525
Campbell & Co Investment Adviser
Maryland
$225K -$52.7K -400 -19%
19 20
21
22 23