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CDW
CDW

777 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, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
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
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
601
NorthRock Partners
Minnesota
$223K +$228K +1,248 New
CC
602
Courier Capital
New York
$221K -$30.7K -168 -12%
AMCA
603
Arthur M. Cohen & Associates
Illinois
$217K – – –
PCS
604
Personal CFO Solutions
New Jersey
$216K -$36.4K -199 -14%
YIH
605
Y-Intercept (HK)
Hong Kong
$214K -$1.82M -9,921 -89%
MCA
606
Magnolia Capital Advisors
Mississippi
$214K -$70.6K -386 -24%
CT
607
Caldwell Trust
Florida
$213K – – –
V
608
VeraBank
Texas
$208K – – –
BSAM
609
Blue Square Asset Management
New York
$206K – – –
FMAEN1
610
Fund Management at Engine No 1
California
$206K +$210K +1,149 New
TCM
611
Teza Capital Management
Illinois
$206K +$211K +1,154 New
BFO
612
Biltmore Family Office
North Carolina
$205K – – –
KeyBank National Association
613
KeyBank National Association
Ohio
$204K +$28.4K +155 +16%
ACM
614
Alta Capital Management
Utah
$203K -$11K -60 -5%
Assenagon Asset Management
615
Assenagon Asset Management
Luxembourg
$203K -$7.87K -43 -4%
KFC
616
Klingenstein Fields & Co
New York
$201K – – –
CCM
617
Covington Capital Management
California
$199K +$183K +1,000 +885%
SC
618
Steph & Co
Wisconsin
$191K -$6.95K -38 -3%
BAM
619
Belpointe Asset Management
Nevada
$189K +$3.11K +17 +2%
PCG
620
Private Capital Group
Connecticut
$187K -$9.52K -52 -5%
BAM
621
Byrne Asset Management
New Jersey
$183K -$22K -120 -10%
SIM
622
Sentry Investment Management
Wisconsin
$181K -$31.3K -171 -14%
AIM
623
ARK Investment Management
Florida
$180K +$9.15K +50 +5%
AIM
624
Arcadia Investment Management
Michigan
$179K – – –
WA
625
WestEnd Advisors
North Carolina
$178K -$183 -1 Closed
23 24
25
26 27

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.