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CDW
CDW

Overview Fund Activity

699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$118M
2
KBC Group
KBC Group
Belgium
+$88.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$87.7M
4
Select Equity Group
Select Equity Group
New York
+$74.5M
5
WCM
Wedge Capital Management
North Carolina
+$70.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$419M
2
Wells Fargo
Wells Fargo
California
-$94M
3
ACM
Atlanta Capital Management
Georgia
-$90.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
551
Riverview Trust Company
Washington
$144K – – –
FMT
552
First Mercantile Trust
Tennessee
$142K +$50K +380 +54%
PCG
553
Private Capital Group
Connecticut
$141K +$3.04K +23 +2%
APC
554
Aspire Private Capital
North Carolina
$141K +$3.17K +24 +2%
USGIU
555
U.S. Global Investors (USGI)
Texas
$138K – – –
NIM
556
NuWave Investment Management
New Jersey
$137K +$133K +1,011 +3,744%
TSW
557
Thompson Siegel & Walmsley
Virginia
$132K – – –
AIM
558
Arcadia Investment Management
Michigan
$132K – – –
PAI
559
Pittenger & Anderson Inc
Nebraska
$132K – – –
PWM
560
Perigon Wealth Management
California
$128K +$128K +968 New
BAM
561
Belpointe Asset Management
Nevada
$128K +$128K +970 New
FF
562
FourThought Financial
Florida
$124K +$124K +944 New
RWA
563
Ropes Wealth Advisors
Massachusetts
$122K – – –
GWM
564
Geneos Wealth Management
Colorado
$121K +$121K +1,703 New
EI
565
Ellevest Inc
New York
$120K +$5.54K +42 +5%
Group One Trading
566
Group One Trading
Illinois
$119K +$119K +900 New
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K +$107K +814 +936%
HFS
568
Hantz Financial Services
Michigan
$118K -$8.73K -66 -7%
NL
569
NKCFO LLC
Illinois
$115K – – –
CMBA
570
C.M. Bidwell & Associates
Hawaii
$114K -$27.3K -207 -19%
APA
571
American Portfolios Advisors
New York
$109K -$132 -1 -0.1%
DZ Bank
572
DZ Bank
Germany
$103K – – –
PWMG
573
Prestige Wealth Management Group
New Jersey
$99K +$394 +3 +0.4%
AA
574
Ancora Advisors
Ohio
$88K -$1.05K -8 -1%
JCM
575
Jacobi Capital Management
Pennsylvania
$88K +$393 +3 +0.4%
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