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CDW
CDW

Overview Fund Activity

747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$184M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$463M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$81.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$54.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
2
Select Equity Group
New York
$1.24B
3
UBS AM
3
UBS AM
Illinois
$157M
4
BlackRock
4
BlackRock
New York
$1.71B
5
PAM
5
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
576
Curi Wealth Management
North Carolina
$234K – – –
GLLW
577
Graves Light Lenhart Wealth
Virginia
$231K – – –
AC
578
Allstate Corporation
Illinois
$229K -$93.5K -513 -29%
QI
579
Qtron Investments
Massachusetts
$229K – – –
AWM
580
Apollon Wealth Management
South Carolina
$226K +$226K +1,239 New
BBA
581
Braun-Bostich & Associates
Pennsylvania
$225K -$1.09K -6 -0.5%
WCM Investment Management
582
WCM Investment Management
California
$225K +$225K +1,236 New
DBT
583
Dubuque Bank & Trust
Iowa
$224K -$21.1K -116 -9%
TWA
584
TCI Wealth Advisors
Arizona
$223K -$160K -880 -42%
AMCA
585
Arthur M. Cohen & Associates
Illinois
$221K – – –
JWCA
586
J.W. Cole Advisors
Florida
$219K +$219K +1,203 New
Koshinski Asset Management
587
Koshinski Asset Management
Illinois
$217K +$217K +1,193 New
Brown Advisory
588
Brown Advisory
Maryland
$217K -$228K -1,254 -51%
ACM
589
Alta Capital Management
Utah
$217K -$217K -1,195 -50%
WAS
590
Wealth Advisory Solutions
Indiana
$217K +$182 +1 +0.1%
BAM
591
Barrett Asset Management
New York
$217K +$62.8K +345 +41%
SIM
592
Sentry Investment Management
Wisconsin
$216K -$31.5K -173 -13%
LWM
593
Liberty Wealth Management
California
$216K +$122K +654 +129%
ACM
594
Advisors Capital Management
New Jersey
$216K +$216K +1,188 New
SQA
595
Simon Quick Advisors
New Jersey
$215K +$119K +657 +125%
CCA
596
Checchi Capital Advisers
California
$214K -$114K -627 -35%
PTC
597
Private Trust Company
Ohio
$214K -$1.64K -9 -0.8%
OWA
598
Opal Wealth Advisors
New York
$213K +$213K +1,172 New
BFO
599
Biltmore Family Office
North Carolina
$212K – – –
SIM
600
Stratos Investment Management
Ohio
$212K +$212K +1,162 New
22 23
24
25 26