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CDW
CDW

Overview Fund Activity

822 hedge funds and large institutions have $22B invested in CDW in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 296 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+47
Holders Change %
+6.06%
% of All Funds
13.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
115
Increased
296
Reduced
291
Closed
51
Calls
$13.9M
Puts
$13.4M
Net Calls
+$465K
Net Calls Change
-$4.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$247M
2
CCM
Cantillon Capital Management
New York
+$90M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
5
Invesco
Invesco
Georgia
+$39.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
2
Victory Capital Management
Victory Capital Management
Texas
-$153M
3
Millennium Management
Millennium Management
New York
-$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
526
Financial Counselors Inc
Kansas
$419K +$29.3K +164 +8%
GT
527
Greenleaf Trust
Michigan
$418K +$44.7K +250 +12%
SIM
528
Studio Investment Management
Illinois
$417K +$14.3K +80 +4%
SC
529
Savant Capital
Illinois
$413K +$2.68K +15 +0.7%
TPW
530
Transatlantique Private Wealth
New York
$413K +$79.5K +445 +24%
ECG
531
Edge Capital Group
Georgia
$412K +$357K +2,000 +654%
VFA
532
Values First Advisors
Tennessee
$408K +$408K +2,282 New
MPCG
533
Matrix Private Capital Group
New York
$406K -$29.1K -163 -7%
PA
534
Procyon Advisors
Connecticut
$402K +$402K +2,250 New
KeyBank National Association
535
KeyBank National Association
Ohio
$396K +$396K +2,215 New
TMAM
536
Tokio Marine Asset Management
Japan
$394K +$36.1K +202 +10%
PAG
537
Private Advisor Group
New Jersey
$394K -$25.4K -282 -6%
RWPA
538
Richard W. Paul & Associates
Michigan
$393K +$393K +2,201 New
YMRC
539
Yorktown Management & Research Company
Virginia
$393K – – –
EWA
540
EP Wealth Advisors
California
$393K +$393K +2,198 New
TC
541
TwinBeech Capital
New York
$387K +$387K +2,168 New
JWCA
542
J.W. Coons Advisors
Ohio
$385K +$60.5K +339 +19%
DIM
543
Delta Investment Management
California
$385K +$48.8K +273 +15%
PCS
544
Personal CFO Solutions
New Jersey
$382K -$2.32K -13 -0.6%
DCM
545
Dupont Capital Management
Delaware
$379K +$67.1K +376 +22%
Vontobel Holding
546
Vontobel Holding
Switzerland
$372K +$49.5K +282 +15%
GC
547
Globeflex Capital
California
$371K – – –
LGA
548
Lebenthal Global Advisors
New York
$370K +$15.7K +88 +4%
DGAM
549
Desjardins Global Asset Management
Quebec, Canada
$370K +$21.9K +123 +6%
OWM
550
OneAscent Wealth Management
Alabama
$370K +$370K +2,071 New
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