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CDW
CDW

777 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
526
Pathstone Family Office
New Jersey
$369K -$28.4K -155 -7%
SWM
527
Sendero Wealth Management
Texas
$367K +$376K +2,053 New
VFA
528
Voya Financial Advisors
Connecticut
$363K +$19.9K +109 +6%
BRWA
529
B. Riley Wealth Advisors
Florida
$363K +$370K +2,024 New
MCM
530
MAI Capital Management
Ohio
$362K -$332K -1,812 -47%
OPPTF
531
OPSEU Pension Plan Trust Fund
Ontario, Canada
$361K +$9.7K +53 +3%
VWM
532
Valley Wealth Managers
New Jersey
$359K -$3.48K -19 -0.9%
RCA
533
Roberts Capital Advisors
Colorado
$358K – – –
Verition Fund Management
534
Verition Fund Management
Connecticut
$357K +$366K +1,998 New
HH
535
Hilltop Holdings
Texas
$351K -$93.7K -512 -21%
MM
536
MQS Management
New York
$349K +$357K +1,949 New
BCV
537
Banque Cantonale Vaudoise
Switzerland
$348K – – –
JFL
538
Jarislowsky, Fraser Ltd
Quebec, Canada
$348K – – –
LGA
539
Lebenthal Global Advisors
New York
$345K +$112K +614 +47%
CRCM
540
Corbett Road Capital Management
Virginia
$345K +$353K +1,931 New
QCM
541
Quantinno Capital Management
New York
$344K -$11.9K -65 -3%
BFA
542
Beaumont Financial Advisors
Massachusetts
$342K +$732 +4 +0.2%
CW
543
CreativeOne Wealth
Kansas
$341K +$35K +191 +11%
JWCA
544
J.W. Cole Advisors
Florida
$341K +$125K +681 +56%
UB
545
UMB Bank
Missouri
$340K – – –
SCA
546
Snowden Capital Advisors
New York
$339K +$318K +1,737 +1,092%
SPC
547
Sigma Planning Corp
Michigan
$336K +$18.8K +103 +6%
NRW
548
Nova R Wealth
Kansas
$330K – – –
HCP
549
Hexagon Capital Partners
Arkansas
$328K +$17K +93 +5%
AWA
550
Arkadios Wealth Advisors
Georgia
$327K +$60K +328 +22%
20 21
22
23 24

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.