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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 %
ZB
526
Zions Bancorporation
Utah
$224K +$163K +1,233 +266%
TCM
527
Tuttle Capital Management
Connecticut
$223K -$400K -3,035 -64%
OTPPB
528
Ontario Teachers' Pension Plan Board
Ontario, Canada
$223K -$385K -2,916 -63%
IWA
529
Intercontinental Wealth Advisors
Texas
$223K +$223K +1,692 New
AAS
530
Avantax Advisory Services
Texas
$222K -$17.8K -135 -7%
SC
531
Steph & Co
Wisconsin
$218K -$1.19K -9 -0.5%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
SPIA
533
Steward Partners Investment Advisory
New York
$213K +$10.8K +82 +5%
CI
534
Conning Inc
Connecticut
$212K -$30.3K -230 -12%
LBD
535
Landsberg Bennett & Dubbaneh
Florida
$210K -$23.2K -176 -10%
IFS
536
Ifrah Financial Services
Arkansas
$208K +$208K +1,581 New
QI
537
QS Investors
New York
$207K +$207K +1,573 New
DILIC
538
Dai-ichi Life Insurance Company
Japan
$206K -$3.94M -29,893 -95%
KAS
539
Kestra Advisory Services
Texas
$206K +$206K +1,587 New
SPC
540
Sigma Planning Corp
Michigan
$204K +$204K +1,545 New
AC
541
Allstate Corporation
Illinois
$203K +$203K +1,543 New
NL
542
NWAM LLC
Washington
$201K -$3.38M -25,637 -94%
LS
543
Livforsakringsbolaget Skandia
Sweden
$198K – – –
FCH
544
Freestone Capital Holdings
Washington
$188K -$15K -114 -7%
Simplex Trading
545
Simplex Trading
Illinois
$187K +$187K +1,419 New
GLLW
546
Graves Light Lenhart Wealth
Virginia
$183K +$183K +1,387 New
CWC
547
Carolinas Wealth Consulting
North Carolina
$173K -$8.72K -66 -5%
S
548
SignatureFD
Georgia
$172K -$5.95K -45 -3%
CWM
549
Curi Wealth Management
North Carolina
$170K +$170K +1,290 New
AF
550
Advisornet Financial
Minnesota
$161K – – –
20 21
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