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CDW
CDW

Overview Fund Activity

822 hedge funds and large institutions have $22B invested in CDW in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 296 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+47
Holders Change %
+6.06%
% of All Funds
13.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
115
Increased
296
Reduced
291
Closed
51
Calls
$13.9M
Puts
$13.4M
Net Calls
+$465K
Net Calls Change
-$4.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$247M
2
CCM
Cantillon Capital Management
New York
+$90M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
5
Invesco
Invesco
Georgia
+$39.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
2
Victory Capital Management
Victory Capital Management
Texas
-$153M
3
Millennium Management
Millennium Management
New York
-$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
601
Carolinas Wealth Consulting
North Carolina
$281K +$8.57K +48 +3%
QCG
602
Quadrant Capital Group
Ohio
$281K +$99.8K +559 +55%
CG
603
Caprock Group
Idaho
$277K +$43.4K +243 +19%
BCM
604
Boltwood Capital Management
California
$277K +$5.18K +29 +2%
CP
605
Camelot Portfolios
Ohio
$277K +$277K +1,550 New
TAM
606
Trust Asset Management
Texas
$274K – – –
KI
607
Kula Investments
Illinois
$268K +$268K +1,502 New
MC
608
Machina Capital
France
$268K +$22K +123 +9%
FMAEN1
609
Fund Management at Engine No 1
California
$266K +$34.3K +192 +15%
EWM
610
Endowment Wealth Management
Wisconsin
$260K -$12.9K -72 -5%
VWM
611
Valley Wealth Managers
New Jersey
$259K -$9.82K -55 -4%
UPC
612
Utah Peaks Capital
Utah
$258K +$258K +1,447 New
HFM
613
Harvest Fund Management
China
$257K – – –
SFA
614
Sequoia Financial Advisors
Ohio
$257K +$257K +1,438 New
OWA
615
Opal Wealth Advisors
New York
$256K -$17.7K -99 -6%
CI Investments Inc
616
CI Investments Inc
Ontario, Canada
$256K +$36.1K +202 +16%
NP
617
NorthRock Partners
Minnesota
$255K +$23K +129 +10%
BTW
618
Boston Trust Walden
Massachusetts
$253K -$123K -687 -33%
RCM
619
Raleigh Capital Management
North Carolina
$253K -$16.4K -92 -6%
YIA
620
YHB Investment Advisors
Connecticut
$253K – – –
Pacer Advisors
621
Pacer Advisors
Pennsylvania
$252K -$384K -2,148 -60%
SICM
622
Sustainable Insight Capital Management
New York
$250K -$89.3K -500 -26%
Two Sigma Investments
623
Two Sigma Investments
New York
$250K -$31.6K -177 -11%
ETC
624
Exchange Traded Concepts
Oklahoma
$249K +$35.5K +199 +17%
SOW
625
State of Wyoming
Wyoming
$248K +$89.1K +499 +56%
23 24
25
26 27