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CDW
CDW

Overview Fund Activity

664 hedge funds and large institutions have $15.1B invested in CDW in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+30
Holders Change %
+4.73%
% of All Funds
13.65%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.31%
New
86
Increased
222
Reduced
266
Closed
53
Calls
$16.7M
Puts
$13.6M
Net Calls
+$3.1M
Net Calls Change
+$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$878M
2
Lazard Asset Management
Lazard Asset Management
New York
$221M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
$503M
5
Wells Fargo
Wells Fargo
California
$267M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$81.4M
3
ACM
Atlanta Capital Management
Georgia
$174M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.93B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
551
CSat Investment Advisory
Michigan
$107K +$19.2K +165 +22%
NL
552
NKCFO LLC
Illinois
$102K -$256K -2,200 -72%
GEA
553
Glen Eagle Advisors
New Jersey
$91.3K – – –
APA
554
American Portfolios Advisors
New York
$91.2K -$10.9K -94 -11%
OIA
555
Optimum Investment Advisors
Illinois
$91K -$114K -979 -56%
FMT
556
First Mercantile Trust
Tennessee
$91K +$91K +780 New
DZ Bank
557
DZ Bank
Germany
$90K – – –
DWA
558
Dougherty Wealth Advisers
Minnesota
$88K – – –
PWMG
559
Prestige Wealth Management Group
New Jersey
$87K – – –
EI
560
Ellevest Inc
New York
$87K +$37.3K +323 +75%
DA
561
Denali Advisors
California
$81K – – –
JCM
562
Jacobi Capital Management
Pennsylvania
$78K +$1.17K +10 +2%
ARMT
563
Amica Retiree Medical Trust
Rhode Island
$77K – – –
MLFP
564
MPS Loria Financial Planners
Illinois
$74K +$74K +640 New
EWM
565
Endurance Wealth Management
Rhode Island
$68K – – –
AA
566
Ancora Advisors
Ohio
$65K – – –
MWP
567
Meridian Wealth Partners
Pennsylvania
$62K – – –
FANJ
568
Financial Architects (New Jersey)
New Jersey
$59K – – –
BHWM
569
Bay Harbor Wealth Management
Maryland
$59K +$8.84K +76 +18%
SQA
570
Simon Quick Advisors
New Jersey
$58K +$14.1K +120 +32%
LWM
571
Liberty Wealth Management
California
$57K +$1.16K +10 +2%
CCA
572
Column Capital Advisors
Indiana
$55K -$17.2K -148 -24%
ZB
573
Zions Bancorporation
Utah
$54K +$815 +7 +2%
VAIA
574
Virtus Alternative Investment Advisers
Connecticut
$50K +$50K +432 New
GFPC
575
Global Financial Private Client
Florida
$48.1K – – –
21 22
23
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