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CDW
CDW

Overview Fund Activity

747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$184M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$463M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$81.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$54.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
2
Select Equity Group
New York
$1.24B
3
UBS AM
3
UBS AM
Illinois
$157M
4
BlackRock
4
BlackRock
New York
$1.71B
5
PAM
5
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
501
Pathstone Family Office
New Jersey
$392K +$133K +730 +51%
HI
502
Harbour Investments
Wisconsin
$388K -$546 -3 -0.1%
PDN
503
Pensionfund DSM Netherlands
Netherlands
$382K -$3M -16,500 -89%
GC
504
Globeflex Capital
California
$381K – – –
CC
505
Courier Capital
New York
$379K – – –
VI
506
Vestcor Inc
New Brunswick, Canada
$376K -$60.6K -333 -14%
IWA
507
Intercontinental Wealth Advisors
Texas
$375K -$52.7K -289 -12%
GT
508
Greenleaf Trust
Michigan
$372K +$25.8K +142 +7%
BMSSC
509
B. Metzler seel. Sohn & Co
Germany
$369K -$542K -2,972 -59%
HIIFS
510
Harel Insurance Investments & Financial Services
Israel
$366K +$20.2K +111 +6%
OPPTF
511
OPSEU Pension Plan Trust Fund
Ontario, Canada
$357K -$8.03K -44 -2%
WS
512
Wedbush Securities
California
$357K -$1.28K -7 -0.4%
GF
513
Gries Financial
Ohio
$357K – – –
DWA
514
Dorsey Wright & Associates
California
$355K +$355K +1,950 New
BCV
515
Banque Cantonale Vaudoise
Switzerland
$354K – – –
JFL
516
Jarislowsky, Fraser Ltd
Quebec, Canada
$354K – – –
BFA
517
Beaumont Financial Advisors
Massachusetts
$348K -$3.28K -18 -0.9%
PCA
518
Personal Capital Advisors
California
$347K -$1.27K -7 -0.4%
CT
519
Chicago Trust
Illinois
$343K – – –
AA
520
ALPS Advisors
Colorado
$342K -$41.7K -229 -11%
TCA
521
Transcend Capital Advisors
New Jersey
$338K +$338K +1,793 New
BAM
522
Belpointe Asset Management
Nevada
$336K +$125K +688 +59%
VWM
523
Valley Wealth Managers
New Jersey
$335K -$2K -11 -0.6%
FFA
524
First Foundation Advisors
California
$331K -$10.6K -58 -3%
AWA
525
Aaron Wealth Advisors
Illinois
$331K +$15.3K +84 +5%
19 20
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