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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
GLLW
626
Graves Light Lenhart Wealth
Virginia
$162K -$99.4K -543 -37%
AF
627
Advisornet Financial
Minnesota
$159K +$1.28K +7 +0.8%
AA
628
Ancora Advisors
Ohio
$155K – – –
PP
629
PFS Partners
New Jersey
$150K – – –
C
630
Covestor
United Kingdom
$150K +$48.5K +265 +46%
TSW
631
Thompson Siegel & Walmsley
Virginia
$143K -$36.6K -200 -20%
HIIFS
632
Harel Insurance Investments & Financial Services
Israel
$141K -$137K -751 -49%
WT
633
Whittier Trust
California
$140K +$10.2K +56 +8%
CMBA
634
C.M. Bidwell & Associates
Hawaii
$135K – – –
PWMG
635
Prestige Wealth Management Group
New Jersey
$135K – – –
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K -$19.6K -107 -13%
M
637
Mirova
France
$131K -$183 -1 -0.1%
GWM
638
Geneos Wealth Management
Colorado
$129K – – –
QT
639
Quantbot Technologies
New York
$127K +$130K +711 New
CFO
640
CVA Family Office
Colorado
$124K – – –
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K +$123K +672 +3,360%
QCG
642
Quadrant Capital Group
Ohio
$123K -$7.87K -43 -6%
GEA
643
Glen Eagle Advisors
New Jersey
$119K – – –
PCM
644
Penserra Capital Management
California
$115K +$7.14K +39 +6%
HNB
645
Huntington National Bank
Ohio
$114K +$74.5K +407 +177%
T
646
TOBAM
France
$113K +$116K +633 New
TWA
647
TCI Wealth Advisors
Arizona
$109K -$2.38K -13 -2%
MCC
648
Money Concepts Capital
Florida
$108K +$111K +606 New
FF
649
FourThought Financial
Florida
$106K -$29.1K -159 -21%
DCM
650
Dupont Capital Management
Delaware
$106K -$24.5K -134 -18%
24 25
26
27 28

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.