We are live on ! Find out more

667 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 211 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 26

83% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $19.6M

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

13% more funds holding

Funds holding: 589667 (+78)

1.77% less ownership

Funds ownership: 94.99%93.22% (-1.8%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

21% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 266

Holders
667
Holders Change
+78
Holders Change %
+13.24%
% of All Funds
13.14%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.33%
New
117
Increased
211
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
601
Ellevest Inc
New York
$35K +$31.6K +239 +5,975%
IIA
602
ICW Investment Advisors
Arizona
$35K +$32K +242 New
SIC
603
Samalin Investment Counsel
New York
$35K +$33.1K +250 New
OPS
604
Orion Portfolio Solutions
Nebraska
$34K +$31.9K +241 New
PO
605
Private Ocean
California
$33K +$29.8K +225 New
NSIM
606
North Star Investment Management
Illinois
$30K
AS
607
Altshuler Shaham
Israel
$28K -$2.78K -21 -10%
CFN
608
Cordasco Financial Network
Florida
$26K
PCM
609
Prelude Capital Management
New York
$25K +$23.2K +175 New
FHA
610
First Horizon Advisors
Tennessee
$23K -$397 -3 -2%
FFC
611
First Financial Corp
Indiana
$23K
PB
612
Pinnacle Bancorp
Nebraska
$22K
SL
613
Savior LLC
Massachusetts
$22K +$20.2K +153 New
LF
614
Lee Financial
Texas
$21K
WTC
615
WhitTier Trust Company
Nevada
$21K
TCWM
616
Total Clarity Wealth Management
Illinois
$21K +$19.2K +145 New
VEA
617
Virtus ETF Advisers
New York
$20K +$18.8K +142 New
WQ
618
Wealth Quarterback
New Jersey
$19.7K +$18.3K +138 New
MF
619
Manchester Financial
California
$19K +$18K +136 New
1W
620
1776 Wealth
Georgia
$19K +$18.4K +139 New
HR
621
Howe & Rusling
New York
$17K
SBL
622
Sargent Bickham Lagudis
Colorado
$17K
CCM
623
Covington Capital Management
California
$16K -$8.6K -65 -37%
HNB
624
Huntington National Bank
Ohio
$16K
TCM
625
Tradewinds Capital Management
Washington
$16K +$12.6K +95 +633%

CDW Hedge Fund Activity: Q4 2019 in Review

667 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2019, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CDW positions and 26 closed out — a net gain of 91 holders — while 211 added to existing stakes and 266 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $324M. The largest seller was AQR Capital Management, cutting an estimated $156M.

  • 667 institutional investors held CDW (CDW) as of Q4 2019, up from 589 in Q3 2019.
  • Funds reported $19.1B of CDW stock for Q4 2019, up 14% quarter-over-quarter.
  • 117 funds opened new CDW positions in Q4 2019 and 26 closed out, a net change of +91 holders.
  • The largest CDW buyer in Q4 2019 was Fidelity Investments, an estimated $324M added.
  • The largest CDW seller in Q4 2019 was AQR Capital Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2019.