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CDW
CDW

Overview Fund Activity

747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$184M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$463M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$81.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$54.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
2
Select Equity Group
New York
$1.24B
3
UBS AM
3
UBS AM
Illinois
$157M
4
BlackRock
4
BlackRock
New York
$1.71B
5
PAM
5
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
626
First Mercantile Trust
Tennessee
$131K -$173K -950 -57%
GEA
627
Glen Eagle Advisors
New Jersey
$121K – – –
QCG
628
Quadrant Capital Group
Ohio
$118K +$3.46K +19 +3%
SWM
629
Spire Wealth Management
Virginia
$115K +$13K +71 +13%
EWM
630
Endurance Wealth Management
Rhode Island
$106K – – –
JCM
631
Jacobi Capital Management
Pennsylvania
$103K – – –
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K – – –
FA
633
Fortis Advisors
Pennsylvania
$97K – – –
CFGS
634
Concourse Financial Group Securities
Alabama
$96K +$6.95K +38 +8%
BHWM
635
Bay Harbor Wealth Management
Maryland
$93K -$363 -2 -0.4%
PCM
636
Penserra Capital Management
California
$91K +$8.36K +46 +10%
DFCM
637
Dark Forest Capital Management
Puerto Rico
$91K +$91K +502 New
GFPC
638
Global Financial Private Client
Florida
$77.3K – – –
SOW
639
State of Wyoming
Wyoming
$77K -$20.9K -114 -21%
DWA
640
Dougherty Wealth Advisers
Minnesota
$75K – – –
AS
641
Altshuler Shaham
Israel
$72K -$11.6K -63 -14%
SC
642
SouthState Corp
Florida
$67K – – –
CI
643
CX Institutional
Indiana
$65K +$13K +71 +25%
CWM
644
Cranbrook Wealth Management
Michigan
$64K – – –
AWM
645
AllSquare Wealth Management
New York
$64K – – –
PA
646
Parallel Advisors
California
$61K +$10.6K +58 +21%
WLPWM
647
Walled Lake Planning & Wealth Management
Illinois
$60K – – –
EBA
648
Eagle Bay Advisors
New York
$60K +$51.1K +282 +576%
Federated Hermes
649
Federated Hermes
Pennsylvania
$59K -$185K -1,022 -76%
APP
650
Alpha Paradigm Partners
Illinois
$56K -$40.2K -219 -42%
24 25
26
27 28