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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
$172K -$5.89K -45 -3%
CWM
552
Curi Wealth Management
North Carolina
$170K +$169K +1,290 New
AF
553
Advisornet Financial
Minnesota
$161K
CT
554
Caldwell Trust
Florida
$158K
RTC
555
Riverview Trust Company
Washington
$144K
FMT
556
First Mercantile Trust
Tennessee
$142K +$49.8K +380 +54%
PCG
557
Private Capital Group
Connecticut
$141K +$3.01K +23 +2%
APC
558
Aspire Private Capital
North Carolina
$141K +$3.14K +24 +2%
USGIU
559
U.S. Global Investors (USGI)
Texas
$138K
NIM
560
NuWave Investment Management
New Jersey
$137K +$132K +1,011 +3,744%
AIM
561
Arcadia Investment Management
Michigan
$132K
PAI
562
Pittenger & Anderson Inc
Nebraska
$132K
TSW
563
Thompson Siegel & Walmsley
Virginia
$132K
PWM
564
Perigon Wealth Management
California
$128K +$127K +968 New
BAM
565
Belpointe Asset Management
Nevada
$128K +$127K +970 New
FF
566
FourThought Financial
Florida
$124K +$124K +944 New
RWA
567
Ropes Wealth Advisors
Massachusetts
$122K
GWM
568
Geneos Wealth Management
Colorado
$121K +$223K +1,703 New
EI
569
Ellevest Inc
New York
$120K +$5.5K +42 +5%
Group One Trading
570
Group One Trading
Illinois
$119K +$118K +900 New
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K +$107K +814 +936%
HFS
572
Hantz Financial Services
Michigan
$118K -$8.64K -66 -7%
NL
573
NKCFO LLC
Illinois
$115K
CMBA
574
C.M. Bidwell & Associates
Hawaii
$114K -$27.1K -207 -19%
APA
575
American Portfolios Advisors
New York
$109K -$131 -1 -0.1%

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.