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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$144M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85M
5
Citadel Advisors
5
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
1
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$50M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
576
Graves Light Lenhart Wealth
Virginia
$297K +$37.1K +181 +14%
OWA
577
Opal Wealth Advisors
New York
$296K +$56.3K +275 +23%
AAM
578
Aureus Asset Management
Massachusetts
$294K – – –
IFS
579
Ifrah Financial Services
Arkansas
$292K -$3.68K -18 -1%
GWANC
580
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K +$292K +1,426 New
CC
581
Courier Capital
New York
$288K -$138K -674 -32%
PCS
582
Personal CFO Solutions
New Jersey
$288K -$819 -4 -0.3%
AWM
583
Apollon Wealth Management
South Carolina
$287K +$33.7K +165 +13%
TAM
584
Trust Asset Management
Texas
$281K – – –
PF
585
Phoenix Financial
Israel
$272K -$1.59M -7,683 -85%
EFM
586
E Fund Management
China
$272K -$310K -1,514 -53%
LGA
587
Lebenthal Global Advisors
New York
$269K +$269K +1,316 New
TMAM
588
Tokio Marine Asset Management
Japan
$266K – – –
MOS
589
MGO One Seven
Ohio
$266K +$266K +1,300 New
EGM
590
Engineers Gate Manager
New York
$265K -$4.22M -20,640 -94%
CWM
591
Curi Wealth Management
North Carolina
$264K – – –
EWM
592
Endowment Wealth Management
Wisconsin
$264K +$264K +1,291 New
IAIM
593
Industrial Alliance Investment Management
Quebec, Canada
$262K +$262K +1,281 New
AG
594
AIA Group
Hong Kong
$261K +$261K +1,273 New
CCA
595
Checchi Capital Advisers
California
$259K +$18.2K +89 +8%
ONB
596
Old National Bancorp
Indiana
$258K -$75.9K -371 -23%
HI
597
Horizon Investments
North Carolina
$256K -$674K -3,297 -72%
SFI
598
Susquehanna Fundamental Investments
Pennsylvania
$253K -$911K -4,448 -78%
MPM
599
MBB Public Markets
Illinois
$251K +$251K +1,225 New
JWCA
600
J.W. Cole Advisors
Florida
$250K +$4.09K +20 +2%
22 23
24
25 26