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CDW
CDW

Overview Fund Activity

664 hedge funds and large institutions have $15.1B invested in CDW in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 222 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+30
Holders Change %
+4.73%
% of All Funds
13.65%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.31%
New
86
Increased
222
Reduced
266
Closed
53
Calls
$16.7M
Puts
$13.6M
Net Calls
+$3.1M
Net Calls Change
+$2.49M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$878M
2
Lazard Asset Management
Lazard Asset Management
New York
$221M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
$503M
5
Wells Fargo
Wells Fargo
California
$267M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$81.4M
3
ACM
Atlanta Capital Management
Georgia
$174M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.93B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
626
First Manhattan
New York
$9K – – –
NG
627
NWK Group
California
$8K +$8K +71 New
RDWM
628
Red Door Wealth Management
Tennessee
$7K – – –
HR
629
Howe & Rusling
New York
$6K – – –
AW
630
Alpha Windward
Massachusetts
$6K +$6K +51 New
CFD
631
Creative Financial Designs
Indiana
$6K +$6K +51 New
CAM
632
ClariVest Asset Management
California
$5K -$3.4M -29,270 -100%
LC
633
Lindbrook Capital
California
$5K -$6.59K -58 -57%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
HNB
635
Huntington National Bank
Ohio
$5K – – –
IFAM
636
Institutional & Family Asset Management
Colorado
$5K – – –
FWM
637
Filbrandt Wealth Management
Wisconsin
$5K +$5K +44 New
CWC
638
Carolinas Wealth Consulting
North Carolina
$5K +$5K +45 New
SA
639
SRH Advisors
Kansas
$4K – – –
CA
640
Centerpoint Advisors
Massachusetts
$4K – – –
SWA
641
Sutton Wealth Advisors
Florida
$3.49K +$3.49K +30 New
CBT
642
Central Bank & Trust
Kentucky
$3K – – –
HI
643
Hudock Inc
Pennsylvania
$3K – – –
GRP
644
Global Retirement Partners
California
$3K – – –
EIP
645
Ellis Investment Partners
Pennsylvania
$3K – – –
WT
646
Washington Trust
Rhode Island
$3K +$720 +6 +32%
FBT
647
First Bank & Trust
South Dakota
$2K – – –
FRA
648
Front Row Advisors
California
$2K – – –
CA
649
Clearstead Advisors
Ohio
$2K – – –
FHA
650
Flagship Harbor Advisors
Massachusetts
$2K +$333 +4 +20%
24 25
26
27 28