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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
FMI
Fiduciary Management Inc
Wisconsin
+$155M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
Morgan Stanley
Morgan Stanley
New York
+$73.4M
5
PI
Putnam Investments
Massachusetts
+$60.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$165M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$143M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.7M
4
Wells Fargo
Wells Fargo
California
-$84.4M
5
BlackRock
BlackRock
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
551
Checchi Capital Advisers
California
$272K +$41.7K +230 +18%
AWA
552
Arkadios Wealth Advisors
Georgia
$270K -$17.8K -113 -6%
PTC
553
Petrus Trust Company
Texas
$270K +$270K +1,714 New
FHA
554
First Horizon Advisors
Tennessee
$269K +$223K +1,416 +480%
AWM
555
Avior Wealth Management
Nebraska
$268K – – –
WPC
556
Wedmont Private Capital
Pennsylvania
$266K +$266K +1,691 New
HH
557
Hilltop Holdings
Texas
$263K -$46.4K -295 -15%
KM
558
Kalos Management
Georgia
$260K – – –
PA
559
Profund Advisors
Maryland
$255K -$70.3K -446 -22%
TPW
560
Transatlantique Private Wealth
New York
$253K +$253K +1,607 New
LS
561
Livforsakringsbolaget Skandia
Sweden
$252K – – –
TAM
562
Tocqueville Asset Management
New York
$248K +$248K +1,576 New
HCP
563
Hexagon Capital Partners
Arkansas
$246K -$43.6K -276 -15%
CIC
564
Chilton Investment Company
Connecticut
$246K +$11.5K +73 +5%
HFS
565
Hantz Financial Services
Michigan
$246K +$23.5K +149 +11%
RFN
566
RDA Financial Network
Iowa
$242K +$242K +1,537 New
OWA
567
Opal Wealth Advisors
New York
$241K +$6.3K +40 +3%
CWC
568
Carolinas Wealth Consulting
North Carolina
$240K – – –
XT
569
XTX Topco
Cayman Islands
$238K +$238K +1,511 New
SCM
570
Stevens Capital Management
Pennsylvania
$237K -$742K -4,703 -76%
VWM
571
Valley Wealth Managers
New Jersey
$237K -$78.7K -500 -25%
FTDI
572
First Trust Direct Indexing
Massachusetts
$234K -$3.31K -21 -1%
EWM
573
Endowment Wealth Management
Wisconsin
$234K +$5.83K +37 +3%
WS
574
Wedbush Securities
California
$232K -$29.4K -186 -11%
RCM
575
Raleigh Capital Management
North Carolina
$230K +$34.3K +218 +18%
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