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CDW
CDW

Overview Fund Activity

664 hedge funds and large institutions have $15.1B invested in CDW in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+30
Holders Change %
+4.73%
% of All Funds
13.65%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.31%
New
86
Increased
222
Reduced
266
Closed
53
Calls
$16.7M
Puts
$13.6M
Net Calls
+$3.1M
Net Calls Change
+$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$878M
2
Lazard Asset Management
Lazard Asset Management
New York
$221M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
$503M
5
Wells Fargo
Wells Fargo
California
$267M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$81.4M
3
ACM
Atlanta Capital Management
Georgia
$174M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.93B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Korea Investment Corp
576
Korea Investment Corp
South Korea
$46K -$4.08M -35,500 -99%
TL
577
TrueWealth LLC
Georgia
$46K – – –
CFB
578
Cullen/Frost Bankers
Texas
$46K +$46K +400 New
FCA
579
FinTrust Capital Advisors
South Carolina
$45K -$25.8K -223 -36%
VFA
580
Valeo Financial Advisors
Indiana
$45K +$37.6K +326 +509%
LAS
581
Lloyd Advisory Services
Georgia
$40K -$583 -5 -1%
AWM
582
AllSquare Wealth Management
New York
$39K – – –
Federated Hermes
583
Federated Hermes
Pennsylvania
$38K -$789K -6,831 -95%
WLPWM
584
Walled Lake Planning & Wealth Management
Illinois
$38K – – –
GWM
585
Geneos Wealth Management
Colorado
$38K – – –
Rockefeller Capital Management
586
Rockefeller Capital Management
New York
$35K +$14.5K +124 +71%
PA
587
Parallel Advisors
California
$34K -$11K -96 -24%
HI
588
Human Investing
Oregon
$28K – – –
RWB
589
RMR Wealth Builders
New Jersey
$28K +$28K +235 New
EP
590
Eudaimonia Partners
Tennessee
$27K -$46.8K -399 -63%
Walleye Trading
591
Walleye Trading
New York
$27K +$27K +235 New
PO
592
Private Ocean
California
$26K – – –
OPS
593
Orion Portfolio Solutions
Nebraska
$25K -$1.41K -12 -5%
NSIM
594
North Star Investment Management
Illinois
$25K – – –
PCM
595
Penserra Capital Management
California
$24K +$800 +7 +3%
BWP
596
Baldwin Wealth Partners
Massachusetts
$23K -$222K -1,941 -91%
FEG
597
Financial Enhancement Group
Indiana
$23K -$4.83K -42 -17%
BFEC
598
Benjamin F. Edwards & Company
Missouri
$21K -$15.4K -134 -42%
CFN
599
Cordasco Financial Network
Florida
$21K – – –
VEA
600
Virtus ETF Advisers
New York
$21K +$5.05K +44 +32%
22 23
24
25 26