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CDW
CDW

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 210 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+77
Holders Change %
+13.1%
% of All Funds
13.13%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
116
Increased
210
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
2
AAMU
Amundi Asset Management US
Massachusetts
+$74.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
4
BlackRock
BlackRock
New York
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$29.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
5
American Century Companies
American Century Companies
Missouri
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
526
ClearArc Capital
Ohio
$219K -$95.6K -669 -30%
BAS
527
Brown Advisory Securities
Maryland
$216K +$216K +1,515 New
Carson Wealth (CWM LLC)
528
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
IWM
529
IHT Wealth Management
Illinois
$212K +$212K +1,484 New
SW
530
SteelPeak Wealth
California
$212K +$212K +1,486 New
OWA
531
One Wealth Advisors
California
$211K -$243K -1,702 -54%
MAFM
532
Mid Atlantic Financial Management
Pennsylvania
$209K -$25.2K -176 -11%
AAM
533
Aureus Asset Management
Massachusetts
$209K +$209K +1,461 New
SCA
534
Snowden Capital Advisors
New York
$207K +$207K +1,451 New
DA
535
DSC Advisors
Illinois
$207K +$207K +1,447 New
SEM
536
Suncoast Equity Management
Florida
$206K +$206K +1,440 New
GLLW
537
Graves Light Lenhart Wealth
Virginia
$203K +$203K +1,418 New
TAM
538
Tocqueville Asset Management
New York
$202K -$88.2K -619 -30%
KPW
539
Kore Private Wealth
New York
$184K +$184K +1,290 New
Rockefeller Capital Management
540
Rockefeller Capital Management
New York
$172K +$17.2K +120 +11%
WEC
541
Winslow Evans & Crocker
Massachusetts
$170K +$170K +1,186 New
CFGS
542
Concourse Financial Group Securities
Alabama
$164K +$124K +867 +307%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
543
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$160K +$160K +1,121 New
RTC
544
Riverview Trust Company
Washington
$156K – – –
SIAS
545
Shine Investment Advisory Services
Colorado
$148K – – –
LS
546
Livforsakringsbolaget Skandia
Sweden
$143K -$143K -1,000 -50%
PAI
547
Pittenger & Anderson Inc
Nebraska
$143K -$21.5K -150 -13%
AIM
548
Arcadia Investment Management
Michigan
$143K – – –
SIAP
549
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K – – –
CCA
550
Column Capital Advisors
Indiana
$139K +$139K +978 New
20 21
22
23 24