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CDW
CDW

Overview Fund Activity

634 hedge funds and large institutions have $12.2B invested in CDW in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-31
Holders Change %
-4.66%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
78
Increased
217
Reduced
258
Closed
105
Calls
$8.29M
Puts
$7.68M
Net Calls
+$609K
Net Calls Change
-$15.7M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$216M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$191M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$41.6M
5
GC
Gobi Capital
California
+$40.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
3
American Century Companies
American Century Companies
Missouri
-$92.1M
4
ACM
Atlanta Capital Management
Georgia
-$78.8M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
551
Duncker Streett & Co
Missouri
$37K – – –
TL
552
TrueWealth LLC
Georgia
$37K – – –
GFPC
553
Global Financial Private Client
Florida
$37K – – –
PA
554
Parallel Advisors
California
$36K -$11.4K -124 -24%
SQA
555
Simon Quick Advisors
New Jersey
$35K -$1.77K -19 -5%
GWM
556
Geneos Wealth Management
Colorado
$33K – – –
FAM
557
Fred Alger Management
New York
$32K -$680K -7,312 -96%
AWM
558
AllSquare Wealth Management
New York
$32K – – –
LAS
559
Lloyd Advisory Services
Georgia
$32K +$184 +2 +0.6%
WLPWM
560
Walled Lake Planning & Wealth Management
Illinois
$31K +$95 +1 +0.3%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$30K -$10.6K -112 -26%
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.1K -$308K -3,307 -91%
BCA
563
Berman Capital Advisors
Georgia
$25K -$366 -4 -1%
AIM
564
AIA Investment Management
Singapore
$24K – – –
HI
565
Human Investing
Oregon
$23K -$8.48K -90 -27%
FEG
566
Financial Enhancement Group
Indiana
$23K -$760 -8 -3%
PCM
567
Penserra Capital Management
California
$22K -$8.54M -78,825 -100%
OPS
568
Orion Portfolio Solutions
Nebraska
$21K -$1.49K -16 -7%
PO
569
Private Ocean
California
$20K – – –
NSIM
570
North Star Investment Management
Illinois
$20K +$94 +1 +0.5%
NIT
571
NumerixS Investment Technologies
British Columbia, Canada
$19K -$419K -4,500 -96%
1W
572
1776 Wealth
Georgia
$19K – – –
CFN
573
Cordasco Financial Network
Florida
$17K – – –
Rockefeller Capital Management
574
Rockefeller Capital Management
New York
$16K -$94K -1,028 -85%
FFC
575
First Financial Corp
Indiana
$15K – – –
21 22
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