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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$144M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85M
5
Citadel Advisors
5
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
1
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$50M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
551
Johnson Investment Counsel
Ohio
$352K +$14.6K +71 +4%
CW
552
CreativeOne Wealth
Kansas
$351K +$23.3K +114 +7%
ANBT
553
American National Bank & Trust
Texas
$350K +$322K +1,575 +1,167%
AWM
554
Avior Wealth Management
Nebraska
$349K +$13.3K +65 +4%
VI
555
Vestcor Inc
New Brunswick, Canada
$348K -$75.7K -369 -18%
DWA
556
Dorsey Wright & Associates
California
$338K -$61K -298 -15%
OFG
557
OmniStar Financial Group
North Carolina
$333K +$3.27K +16 +1%
GDP
558
Great Diamond Partners
Maine
$331K – – –
LS
559
Livforsakringsbolaget Skandia
Sweden
$328K -$205K -1,000 -38%
FTDI
560
First Trust Direct Indexing
Massachusetts
$328K +$13.1K +64 +4%
RP
561
Riverwater Partners
Wisconsin
$327K +$327K +1,599 New
GC
562
Gilbert & Cook
Iowa
$326K +$3.28K +16 +1%
MCA
563
Magnolia Capital Advisors
Mississippi
$324K +$50.9K +249 +19%
HFM
564
Harvest Fund Management
China
$316K +$49.1K +241 +18%
HIIFS
565
Harel Insurance Investments & Financial Services
Israel
$314K -$96.4K -472 -23%
CWC
566
Carolinas Wealth Consulting
North Carolina
$314K +$90.9K +444 +41%
MWM
567
Modera Wealth Management
New Jersey
$312K +$312K +1,522 New
FA
568
Fermata Advisors
California
$310K +$1.64K +8 +0.5%
EI
569
Ellevest Inc
New York
$310K +$23.4K +114 +8%
AWA
570
Arkadios Wealth Advisors
Georgia
$308K +$71.2K +347 +30%
NIMI
571
Natixis Investment Managers International
France
$305K – – –
JWCA
572
J.W. Coons Advisors
Ohio
$305K +$67.7K +332 +29%
UF
573
Univest Financial
Pennsylvania
$304K -$4.92K -24 -2%
MSAM
574
Moloney Securities Asset Management
Missouri
$303K – – –
AG
575
AlphaSimPlex Group
Massachusetts
$302K +$302K +1,475 New
21 22
23
24 25