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CDW
CDW

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 210 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+77
Holders Change %
+13.1%
% of All Funds
13.13%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
116
Increased
210
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
2
AAMU
Amundi Asset Management US
Massachusetts
+$74.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
4
BlackRock
BlackRock
New York
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$29.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
5
American Century Companies
American Century Companies
Missouri
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
576
Benjamin F. Edwards & Company
Missouri
$61K – – –
GLI
577
Guardian Life Insurance
New York
$60K – – –
GFPC
578
Global Financial Private Client
Florida
$59.4K +$59.4K +416 New
CDIA
579
Capital Directions Investment Advisors
Georgia
$58K – – –
Loomis, Sayles & Company
580
Loomis, Sayles & Company
Massachusetts
$57K -$4.47M -31,428 -99%
TL
581
TrueWealth LLC
Georgia
$57K – – –
ETC
582
Exchange Traded Concepts
Oklahoma
$57K +$57K +399 New
DSC
583
Duncker Streett & Co
Missouri
$57K +$57K +400 New
SQA
584
Simon Quick Advisors
New Jersey
$56K -$15.5K -109 -22%
BHWM
585
Bay Harbor Wealth Management
Maryland
$55K -$7.32K -51 -12%
AF
586
Advisornet Financial
Minnesota
$53K -$72.8K -512 -58%
GWM
587
Geneos Wealth Management
Colorado
$51K +$14.3K +100 +39%
ACM
588
Allred Capital Management
Texas
$50K +$50K +350 New
LAS
589
Lloyd Advisory Services
Georgia
$49K +$49K +346 New
AWM
590
AllSquare Wealth Management
New York
$48K -$13.1K -92 -21%
BL
591
Balentine LLC
Georgia
$48K +$43.1K +299 +879%
HI
592
Human Investing
Oregon
$48K +$48K +334 New
WLPWM
593
Walled Lake Planning & Wealth Management
Illinois
$47K +$47K +327 New
Nisa Investment Advisors
594
Nisa Investment Advisors
Missouri
$43K +$43K +300 New
BCA
595
Berman Capital Advisors
Georgia
$39K – – –
CFB
596
Cullen/Frost Bankers
Texas
$38K -$16K -111 -30%
AIM
597
AIA Investment Management
Singapore
$37K +$12.8K +90 +53%
FEG
598
Financial Enhancement Group
Indiana
$36K – – –
EI
599
Ellevest Inc
New York
$35K +$34.4K +239 +5,975%
IIA
600
ICW Investment Advisors
Arizona
$35K +$35K +242 New
22 23
24
25 26