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CDW
CDW

Overview Fund Activity

634 hedge funds and large institutions have $12.2B invested in CDW in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-31
Holders Change %
-4.66%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
78
Increased
217
Reduced
258
Closed
105
Calls
$8.29M
Puts
$7.68M
Net Calls
+$609K
Net Calls Change
-$15.7M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$216M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$191M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$41.6M
5
GC
Gobi Capital
California
+$40.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
3
American Century Companies
American Century Companies
Missouri
-$92.1M
4
ACM
Atlanta Capital Management
Georgia
-$78.8M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
601
Valeo Financial Advisors
Indiana
$7K +$547 +5 +8%
First Manhattan
602
First Manhattan
New York
$7K +$7K +80 New
HR
603
Howe & Rusling
New York
$5K -$6.02K -65 -55%
SNT
604
Security National Trust
West Virginia
$5K +$5K +49 New
RDWM
605
Red Door Wealth Management
Tennessee
$5K +$5K +63 New
BL
606
Balentine LLC
Georgia
$4K -$25K -287 -86%
HNB
607
Huntington National Bank
Ohio
$4K -$6.27K -69 -61%
IFAM
608
Institutional & Family Asset Management
Colorado
$4K – – –
EFSCE
609
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$783 +9 +24%
GRP
610
Global Retirement Partners
California
$3K – – –
CA
611
Centerpoint Advisors
Massachusetts
$3K – – –
SA
612
SRH Advisors
Kansas
$3K – – –
CBT
613
Central Bank & Trust
Kentucky
$3K – – –
NC
614
NewSquare Capital
Pennsylvania
$3K +$3K +35 New
OAM
615
Optimal Asset Management
California
$2.3K +$1.55K +16,633 +209%
BC
616
Barnett & Company
Tennessee
$2K -$3.9K -37 -66%
PMFA
617
Plante Moran Financial Advisors
Michigan
$2K – – –
FHA
618
Flagship Harbor Advisors
Massachusetts
$2K – – –
FRA
619
Front Row Advisors
California
$2K – – –
WT
620
Washington Trust
Rhode Island
$2K +$2K +19 New
CA
621
Clearstead Advisors
Ohio
$2K +$2K +21 New
EIP
622
Ellis Investment Partners
Pennsylvania
$2K +$2K +29 New
HI
623
Hudock Inc
Pennsylvania
$2K +$2K +30 New
FBT
624
First Bank & Trust
South Dakota
$1K – – –
SFSIG
625
San Francisco Sentry Investment Group
California
$1K – – –
23 24
25
26 27