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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 %
PCG
551
Private Capital Group
Connecticut
$137K -$46.1K -324 -25%
APC
552
Aspire Private Capital
North Carolina
$133K -$3.29K -23 -2%
APA
553
American Portfolios Advisors
New York
$126K -$857 -6 -0.7%
SPIA
554
Steward Partners Investment Advisory
New York
$121K +$14.3K +100 +13%
CFG
555
Citizens Financial Group
Rhode Island
$118K +$118K +828 New
S
556
SignatureFD
Georgia
$117K +$15.8K +111 +16%
DZ Bank
557
DZ Bank
Germany
$111K +$111K +782 New
DWA
558
Dougherty Wealth Advisers
Minnesota
$108K – – –
PWMG
559
Prestige Wealth Management Group
New Jersey
$107K – – –
SF
560
Synovus Financial
Georgia
$103K – – –
TRCT
561
Tower Research Capital (TRC)
New York
$101K -$319K -2,232 -76%
DA
562
Denali Advisors
California
$100K -$1.37M -9,600 -93%
ARMT
563
Amica Retiree Medical Trust
Rhode Island
$95K +$95K +663 New
FCA
564
FinTrust Capital Advisors
South Carolina
$87K -$3.98K -28 -4%
QCG
565
Quadrant Capital Group
Ohio
$87K +$44.3K +335 +104%
AWA
566
Arkadios Wealth Advisors
Georgia
$83.6K +$83.6K +609 New
JCM
567
Jacobi Capital Management
Pennsylvania
$83K – – –
EWM
568
Endurance Wealth Management
Rhode Island
$83K – – –
AA
569
Ancora Advisors
Ohio
$80K +$80K +562 New
CIA
570
CSat Investment Advisory
Michigan
$75K +$20.7K +145 +38%
PA
571
Parallel Advisors
California
$74K +$1.58K +11 +2%
FANJ
572
Financial Architects (New Jersey)
New Jersey
$73K – – –
LWM
573
Liberty Wealth Management
California
$72K +$143 +1 +0.2%
ZB
574
Zions Bancorporation
Utah
$67K +$1.99K +14 +3%
PG
575
Pendal Group
Australia
$63.4K -$6.45M -45,158 -99%
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