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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
SouthState Corp
Florida
$49K -$2.36K -18 -5%
AWM
602
AllSquare Wealth Management
New York
$45K
BCA
603
Berman Capital Advisors
Georgia
$44K +$26.4K +202 +146%
WLPWM
604
Walled Lake Planning & Wealth Management
Illinois
$43K +$131 +1 +0.3%
OIA
605
Optimum Investment Advisors
Illinois
$40K -$62.8K -480 -62%
LAS
606
Lloyd Advisory Services
Georgia
$39K
PCM
607
Penserra Capital Management
California
$39K +$8.12K +62 +26%
RWB
608
RMR Wealth Builders
New Jersey
$32K +$31.6K +241 New
CIA
609
CSat Investment Advisory
Michigan
$31K -$95.8K -732 -75%
CCA
610
Column Capital Advisors
Indiana
$31K -$22.6K -173 -42%
WTC
611
WhitTier Trust Company
Nevada
$31K +$11.8K +90 +62%
PO
612
Private Ocean
California
$30K
PMFA
613
Plante Moran Financial Advisors
Michigan
$30K +$4.58K +35 +18%
FHA
614
First Horizon Advisors
Tennessee
$30K +$9.29K +71 +44%
FCA
615
FinTrust Capital Advisors
South Carolina
$29K -$7.99K -61 -22%
WT
616
Whittier Trust
California
$29K +$19K +145 +196%
NSIM
617
North Star Investment Management
Illinois
$28K +$131 +1 +0.5%
BWP
618
Baldwin Wealth Partners
Massachusetts
$26K
FEG
619
Financial Enhancement Group
Indiana
$26K
PA
620
Parallel Advisors
California
$24K -$9.16K -70 -28%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$24K
CFN
622
Cordasco Financial Network
Florida
$24K
AssetMark Inc
623
AssetMark Inc
California
$22K -$2.36K -18 -10%
FFC
624
First Financial Corp
Indiana
$21K
CI
625
CX Institutional
Indiana
$21K +$8.25K +63 +64%

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.