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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
FMI
Fiduciary Management Inc
Wisconsin
+$155M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
Morgan Stanley
Morgan Stanley
New York
+$73.4M
5
PI
Putnam Investments
Massachusetts
+$60.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$165M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$143M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.7M
4
Wells Fargo
Wells Fargo
California
-$84.4M
5
BlackRock
BlackRock
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
526
Banque Cantonale Vaudoise
Switzerland
$306K – – –
CW
527
CreativeOne Wealth
Kansas
$305K +$5.03K +32 +2%
PTC
528
Private Trust Company
Ohio
$303K -$32.8K -208 -10%
BFA
529
Beaumont Financial Advisors
Massachusetts
$303K +$1.1K +7 +0.4%
EI
530
Ethic Inc
New York
$300K -$40.6K -257 -12%
PAM
531
Paradigm Asset Management
New York
$299K +$299K +1,900 New
PFS
532
Prospera Financial Services
Texas
$296K -$108K -686 -27%
TMAM
533
Tokio Marine Asset Management
Japan
$296K +$50.4K +320 +21%
GCP
534
GSA Capital Partners
United Kingdom
$296K +$296K +1,880 New
JWCA
535
J.W. Cole Advisors
Florida
$295K -$4.88K -31 -2%
ACA
536
Aptus Capital Advisors
Alabama
$293K -$305K -1,931 -51%
GWANC
537
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K -$227K -1,442 -44%
NRW
538
Nova R Wealth
Kansas
$289K -$1.58K -10 -0.5%
JIC
539
Johnson Investment Counsel
Ohio
$288K -$133K -848 -32%
MCM
540
MAI Capital Management
Ohio
$287K -$32K -203 -10%
OFG
541
OmniStar Financial Group
North Carolina
$287K +$3.78K +24 +1%
CWM
542
Curi Wealth Management
North Carolina
$286K +$10.1K +64 +4%
TCA
543
Transcend Capital Advisors
New Jersey
$281K -$1.58K -10 -0.6%
AIP
544
Ameritas Investment Partners
Nebraska
$280K – – –
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$280K +$280K +1,780 New
WPW
546
Waldron Private Wealth
Pennsylvania
$277K +$3.46K +22 +1%
PFO
547
Pathstone Family Office
New Jersey
$276K -$47.9K -304 -15%
BRWA
548
B. Riley Wealth Advisors
Florida
$276K -$43K -273 -13%
CI
549
Cigna Investments
Connecticut
$275K -$98.9K -628 -26%
CP
550
Camelot Portfolios
Ohio
$272K +$2.68K +17 +1%
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