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667 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 211 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 26

83% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $19.6M

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

13% more funds holding

Funds holding: 589667 (+78)

1.77% less ownership

Funds ownership: 94.99%93.22% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

21% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 266

Holders
667
Holders Change
+78
Holders Change %
+13.24%
% of All Funds
13.14%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.33%
New
117
Increased
211
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
551
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K
CCA
552
Column Capital Advisors
Indiana
$139K +$129K +978 New
PCG
553
Private Capital Group
Connecticut
$137K -$42.9K -324 -25%
APC
554
Aspire Private Capital
North Carolina
$133K -$3.04K -23 -2%
APA
555
American Portfolios Advisors
New York
$126K -$794 -6 -0.7%
SPIA
556
Steward Partners Investment Advisory
New York
$121K +$13.2K +100 +13%
CFG
557
Citizens Financial Group
Rhode Island
$118K +$110K +828 New
S
558
SignatureFD
Georgia
$117K +$14.7K +111 +16%
DZ Bank
559
DZ Bank
Germany
$112K +$103K +782 New
DWA
560
Dougherty Wealth Advisers
Minnesota
$108K
PWMG
561
Prestige Wealth Management Group
New Jersey
$107K
SF
562
Synovus Financial
Georgia
$103K
TRCT
563
Tower Research Capital (TRC)
New York
$101K -$295K -2,232 -76%
DA
564
Denali Advisors
California
$100K -$1.27M -9,600 -93%
ARMT
565
Amica Retiree Medical Trust
Rhode Island
$95K +$87.7K +663 New
FCA
566
FinTrust Capital Advisors
South Carolina
$87K -$3.71K -28 -4%
QCG
567
Quadrant Capital Group
Ohio
$87K +$44.3K +335 +104%
AWA
568
Arkadios Wealth Advisors
Georgia
$83.6K +$80.6K +609 New
EWM
569
Endurance Wealth Management
Rhode Island
$83K
JCM
570
Jacobi Capital Management
Pennsylvania
$83K
AA
571
Ancora Advisors
Ohio
$80K +$74.4K +562 New
CIA
572
CSat Investment Advisory
Michigan
$75K +$19.2K +145 +38%
PA
573
Parallel Advisors
California
$74K +$1.46K +11 +2%
FANJ
574
Financial Architects (New Jersey)
New Jersey
$73K
LWM
575
Liberty Wealth Management
California
$72K +$132 +1 +0.2%

CDW Hedge Fund Activity: Q4 2019 in Review

667 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2019, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CDW positions and 26 closed out — a net gain of 91 holders — while 211 added to existing stakes and 266 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $324M. The largest seller was AQR Capital Management, cutting an estimated $156M.

  • 667 institutional investors held CDW (CDW) as of Q4 2019, up from 589 in Q3 2019.
  • Funds reported $19.1B of CDW stock for Q4 2019, up 14% quarter-over-quarter.
  • 117 funds opened new CDW positions in Q4 2019 and 26 closed out, a net change of +91 holders.
  • The largest CDW buyer in Q4 2019 was Fidelity Investments, an estimated $324M added.
  • The largest CDW seller in Q4 2019 was AQR Capital Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2019.