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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$144M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85M
5
Citadel Advisors
5
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
1
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$50M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
501
Group One Trading
Illinois
$481K +$154K +750 +47%
SWM
502
Salvus Wealth Management
New Jersey
$471K +$172K +839 +58%
CA
503
CoreCap Advisors
Michigan
$468K +$468K +2,284 New
IRF
504
IBM Retirement Fund
New York
$466K -$341K -1,667 -42%
MG
505
Mather Group
Illinois
$464K +$464K +2,266 New
PFO
506
Pathstone Family Office
New Jersey
$454K +$13.1K +64 +3%
OC
507
Oppenheimer & Co
New York
$453K +$5.74K +28 +1%
EWA
508
EP Wealth Advisors
California
$453K +$9.22K +45 +2%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$452K +$6.56K +32 +1%
YMRC
510
Yorktown Management & Research Company
Virginia
$451K – – –
AIA
511
Affinity Investment Advisors
California
$448K +$108K +528 +32%
EWA
512
EverSource Wealth Advisors
Alabama
$441K +$441K +2,152 New
EF
513
Empirical Finance
Pennsylvania
$437K +$136K +662 +45%
GT
514
Greenleaf Trust
Michigan
$431K +$11.9K +58 +3%
PDN
515
Pensionfund DSM Netherlands
Netherlands
$430K – – –
GC
516
Globeflex Capital
California
$426K -$3.08K -15 -0.7%
GF
517
Gries Financial
Ohio
$417K +$15.4K +75 +4%
WA
518
Wealth Alliance
New York
$414K -$106K -519 -20%
VWM
519
Valley Wealth Managers
New Jersey
$414K +$37.8K +185 +10%
DMBA
520
Deseret Mutual Benefit Administrators
Utah
$414K +$86.1K +420 +26%
OPPTF
521
OPSEU Pension Plan Trust Fund
Ontario, Canada
$410K +$4.15K +20 +1%
RCA
522
Roberts Capital Advisors
Colorado
$410K +$410K +2,000 New
Rockefeller Capital Management
523
Rockefeller Capital Management
New York
$409K +$77.9K +381 +24%
QCM
524
Quantinno Capital Management
New York
$407K +$407K +1,986 New
PCA
525
Personal Capital Advisors
California
$401K +$10K +49 +3%
19 20
21
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