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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
FMI
Fiduciary Management Inc
Wisconsin
+$155M
3
Citadel Advisors
Citadel Advisors
Florida
+$113M
4
Morgan Stanley
Morgan Stanley
New York
+$73.4M
5
PI
Putnam Investments
Massachusetts
+$60.9M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$165M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$143M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.7M
4
Wells Fargo
Wells Fargo
California
-$84.4M
5
BlackRock
BlackRock
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
576
Harvest Fund Management
China
$226K – – –
TAM
577
Trust Asset Management
Texas
$226K +$7.26K +46 +3%
PCA
578
Personal Capital Advisors
California
$225K – – –
PI
579
PineBridge Investments
New York
$224K -$5.31M -33,686 -96%
EFM
580
E Fund Management
China
$224K -$3.31K -21 -1%
JWCA
581
J.W. Coons Advisors
Ohio
$223K -$37.5K -238 -14%
SG Americas Securities
582
SG Americas Securities
New York
$222K -$614K -3,895 -73%
IFS
583
Ifrah Financial Services
Arkansas
$222K -$3.63K -23 -2%
DA
584
Drake & Associates
Wisconsin
$222K +$222K +1,411 New
EI
585
Ellevest Inc
New York
$219K -$60.1K -382 -22%
BCM
586
Boltwood Capital Management
California
$219K +$219K +1,388 New
AG
587
Ascent Group
Virginia
$218K +$218K +1,199 New
MNBTD
588
Moody National Bank Trust Division
Texas
$217K +$217K +1,377 New
FMAEN1
589
Fund Management at Engine No 1
California
$215K +$34K +216 +19%
NP
590
NorthRock Partners
Minnesota
$212K +$15.4K +98 +8%
PWPS
591
Pinnacle Wealth Planning Services
Ohio
$211K +$211K +1,336 New
DTL
592
Dynamic Technology Lab
Singapore
$209K +$209K +1,324 New
LOAMS
593
Lombard Odier Asset Management (Switzerland)
Switzerland
$207K +$207K +1,315 New
UF
594
Univest Financial
Pennsylvania
$205K -$3.31K -21 -2%
ZCA
595
Zeke Capital Advisors
Pennsylvania
$205K +$205K +1,297 New
EAM
596
Erste Asset Management
Austria
$205K -$43.3K -275 -17%
CGL
597
Clarius Group LLC
Washington
$204K +$21.1K +134 +12%
HI
598
Horizon Investments
North Carolina
$202K -$66.2K -420 -25%
SC
599
Steph & Co
Wisconsin
$200K +$31.9K +202 +19%
RTC
600
Riverview Trust Company
Washington
$198K – – –
22 23
24
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