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CDW
CDW

Overview Fund Activity

699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$118M
2
KBC Group
KBC Group
Belgium
+$88.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$87.7M
4
Select Equity Group
Select Equity Group
New York
+$74.5M
5
WCM
Wedge Capital Management
North Carolina
+$70.8M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$419M
2
Wells Fargo
Wells Fargo
California
-$94M
3
ACM
Atlanta Capital Management
Georgia
-$90.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
576
Glen Eagle Advisors
New Jersey
$87.8K -$26.4K -200 -23%
PWPS
577
Pinnacle Wealth Planning Services
Ohio
$84K +$84K +640 New
ED
578
Exane Derivatives
France
$79.6K +$78.8K +598 +9,967%
LGA
579
Lebenthal Global Advisors
New York
$79K +$79K +603 New
EWM
580
Endurance Wealth Management
Rhode Island
$77K – – –
MWP
581
Meridian Wealth Partners
Pennsylvania
$70K – – –
SQA
582
Simon Quick Advisors
New Jersey
$69K +$3.94K +30 +6%
LWM
583
Liberty Wealth Management
California
$68K +$4.96K +36 +8%
MAM
584
Meeder Asset Management
Ohio
$68K +$35.9K +271 +112%
BHWM
585
Bay Harbor Wealth Management
Maryland
$66K -$395 -3 -0.6%
PI
586
PineBridge Investments
New York
$64K +$4.19K +32 +7%
TAIM
587
TD Ameritrade Investment Management
Nebraska
$63K +$7.86K +60 +14%
EP
588
Eudaimonia Partners
Tennessee
$63K +$18.5K +141 +42%
FHC
589
First Horizon Corporation
Tennessee
$61K +$779 +6 +1%
QCG
590
Quadrant Capital Group
Ohio
$56K -$4.1K -31 -7%
GFPC
591
Global Financial Private Client
Florida
$54.8K – – –
KCM
592
Kathmere Capital Management
Pennsylvania
$54K – – –
DWA
593
Dougherty Wealth Advisers
Minnesota
$54K – – –
ICP
594
Interchange Capital Partners
Pennsylvania
$53K +$53K +407 New
VCG
595
Vantage Consulting Group
Virginia
$51K +$51K +384 New
RA
596
Rational Advisors
New York
$50K +$46.4K +349 +1,293%
SC
597
SouthState Corp
Florida
$49K -$2.38K -18 -5%
AWM
598
AllSquare Wealth Management
New York
$45K – – –
BCA
599
Berman Capital Advisors
Georgia
$44K +$26.1K +202 +146%
WLPWM
600
Walled Lake Planning & Wealth Management
Illinois
$43K +$130 +1 +0.3%
22 23
24
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