CDW icon

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 %
MNBTD
626
Moody National Bank Trust Division
Texas
$246K – – –
CCA
627
Checchi Capital Advisers
California
$244K -$34.5K -193 -12%
KIA
628
KLR Investment Advisors
Rhode Island
$244K +$244K +1,365 New
SWM
629
Spire Wealth Management
Virginia
$243K +$30.3K +170 +14%
EFM
630
E Fund Management
China
$242K – – –
IFS
631
Ifrah Financial Services
Arkansas
$241K -$9.11K -51 -4%
WPC
632
Wedmont Private Capital
Pennsylvania
$239K -$82.6K -451 -26%
HWM
633
HB Wealth Management
Georgia
$238K +$238K +1,334 New
FSA
634
Franklin Street Advisors
North Carolina
$237K – – –
VFA
635
Voya Financial Advisors
Connecticut
$237K -$6.84K -38 -3%
HNB
636
Huntington National Bank
Ohio
$235K +$105K +589 +81%
SC
637
Steph & Co
Wisconsin
$234K +$536 +3 +0.2%
O
638
Ossiam
France
$234K – – –
ACM
639
Alta Capital Management
Utah
$229K – – –
EA
640
Ergawealth Advisors
Illinois
$228K +$228K +1,276 New
CWP
641
Cyndeo Wealth Partners
Florida
$225K +$225K +1,261 New
IWC
642
Integrated Wealth Concepts
Massachusetts
$225K +$225K +1,259 New
IAIM
643
Industrial Alliance Investment Management
Quebec, Canada
$224K +$224K +1,256 New
UF
644
Univest Financial
Pennsylvania
$222K -$10.2K -57 -4%
BL
645
Balentine LLC
Georgia
$221K +$221K +1,238 New
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$218K -$15.9K -89 -7%
CCIA
647
Campbell & Co Investment Adviser
Maryland
$218K +$218K +1,221 New
PWM
648
Perigon Wealth Management
California
$214K +$214K +1,199 New
NB
649
NBT Bank
New York
$213K +$213K +1,192 New
WCM Investment Management
650
WCM Investment Management
California
$212K +$212K +1,188 New
24 25
26
27 28