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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
576
DZ Bank
Germany
$103K
PWMG
577
Prestige Wealth Management Group
New Jersey
$99K +$393 +3 +0.4%
AA
578
Ancora Advisors
Ohio
$88K -$1.05K -8 -1%
JCM
579
Jacobi Capital Management
Pennsylvania
$88K +$393 +3 +0.4%
GEA
580
Glen Eagle Advisors
New Jersey
$87.8K -$26.2K -200 -23%
PWPS
581
Pinnacle Wealth Planning Services
Ohio
$84K +$83.8K +640 New
ED
582
Exane Derivatives
France
$79.6K +$78.3K +598 +9,967%
LGA
583
Lebenthal Global Advisors
New York
$79K +$78.9K +603 New
EWM
584
Endurance Wealth Management
Rhode Island
$77K
MWP
585
Meridian Wealth Partners
Pennsylvania
$70K
SQA
586
Simon Quick Advisors
New Jersey
$69K +$3.93K +30 +6%
LWM
587
Liberty Wealth Management
California
$68K +$4.71K +36 +8%
MAM
588
Meeder Asset Management
Ohio
$68K +$35.5K +271 +112%
BHWM
589
Bay Harbor Wealth Management
Maryland
$66K -$393 -3 -0.6%
PI
590
PineBridge Investments
New York
$64K +$4.19K +32 +7%
TAIM
591
TD Ameritrade Investment Management
Nebraska
$63K +$7.86K +60 +14%
EP
592
Eudaimonia Partners
Tennessee
$63K +$18.5K +141 +42%
FHC
593
First Horizon Corporation
Tennessee
$61K +$786 +6 +1%
QCG
594
Quadrant Capital Group
Ohio
$56K -$4.06K -31 -7%
GFPC
595
Global Financial Private Client
Florida
$54.8K
DWA
596
Dougherty Wealth Advisers
Minnesota
$54K
KCM
597
Kathmere Capital Management
Pennsylvania
$54K
ICP
598
Interchange Capital Partners
Pennsylvania
$53K +$53.3K +407 New
VCG
599
Vantage Consulting Group
Virginia
$51K +$50.3K +384 New
RA
600
Rational Advisors
New York
$50K +$45.7K +349 +1,293%

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.