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CDW
CDW

Overview Fund Activity

774 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 280 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
12.25%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
288
Reduced
280
Closed
97
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$502M
2
BlackRock
BlackRock
New York
+$276M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$100M
4
FMI
Fiduciary Management Inc
Wisconsin
+$90.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$64.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$274M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$234M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$84.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
576
CI Investments Inc
Ontario, Canada
$270K -$72.9K -408 -21%
FTDI
577
First Trust Direct Indexing
Massachusetts
$269K -$17.5K -98 -6%
OWA
578
Opal Wealth Advisors
New York
$267K +$7.71K +43 +3%
CIC
579
Chilton Investment Company
Connecticut
$266K -$54.4K -304 -17%
MSAM
580
Moloney Securities Asset Management
Missouri
$265K – – –
EWM
581
Endowment Wealth Management
Wisconsin
$259K +$28.1K +157 +12%
EFM
582
E Fund Management
China
$258K +$20.1K +112 +8%
HFM
583
Harvest Fund Management
China
$256K -$21.1K -118 -8%
IFS
584
Ifrah Financial Services
Arkansas
$256K +$358 +2 +0.1%
PCA
585
Personal Capital Advisors
California
$255K -$94.6K -530 -27%
HFS
586
Hantz Financial Services
Michigan
$252K +$49.1K +275 +24%
TAM
587
Trust Asset Management
Texas
$248K +$2.86K +16 +1%
VI
588
Versor Investments
New York
$248K +$248K +1,388 New
JCIA
589
Jackson Creek Investment Advisors
Colorado
$243K +$243K +1,357 New
FA
590
Fermata Advisors
California
$242K -$29.4K -164 -11%
CGL
591
Clarius Group LLC
Washington
$238K – – –
UF
592
Univest Financial
Pennsylvania
$236K -$28.9K -162 -11%
PF
593
Phoenix Financial
Israel
$234K -$536 -3 -0.2%
ESCM
594
Echo Street Capital Management
New York
$230K -$295K -1,653 -56%
CCA
595
Checchi Capital Advisers
California
$227K +$894 +5 +0.4%
Koshinski Asset Management
596
Koshinski Asset Management
Illinois
$225K +$22.4K +125 +11%
RTC
597
Riverview Trust Company
Washington
$225K +$29.7K +166 +15%
RCM
598
Raleigh Capital Management
North Carolina
$223K +$25.3K +141 +13%
NP
599
NorthRock Partners
Minnesota
$223K +$223K +1,248 New
CC
600
Courier Capital
New York
$221K -$30K -168 -12%
22 23
24
25 26