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CDW
CDW

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in CDW in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 210 increasing their positions, 266 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+77
Holders Change %
+13.1%
% of All Funds
13.13%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.34%
New
116
Increased
210
Reduced
266
Closed
26
Calls
$35.9M
Puts
$19.6M
Net Calls
+$16.3M
Net Calls Change
+$22.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$349M
2
AAMU
Amundi Asset Management US
Massachusetts
+$74.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
4
BlackRock
BlackRock
New York
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$29.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$169M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$97.9M
5
American Century Companies
American Century Companies
Missouri
-$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
651
TRUE Private Wealth Advisors
Oregon
$3K +$3K +27 New
FRA
652
Front Row Advisors
California
$2K -$8.88K -71 -82%
FBT
653
First Bank & Trust
South Dakota
$2K – – –
SFSIG
654
San Francisco Sentry Investment Group
California
$2K – – –
GWS
655
Glassman Wealth Services
Virginia
$2K +$500 +3 +33%
TFO
656
Tarbox Family Office
California
$2K +$2K +15 New
WCM
657
Wealthcare Capital Management
Virginia
$2K +$2K +16 New
EW
658
Evoke Wealth
California
$1.43K -$2.43K -17 -63%
TIM
659
Tortoise Investment Management
New York
$1K – – –
PFBT
660
Parkside Financial Bank & Trust
Missouri
$1K +$1K +5 New
AWM
661
Atticus Wealth Management
Florida
$1K +$1K +8 New
ED
662
Exane Derivatives
France
$867 – – –
PAA
663
Peregrine Asset Advisers
Oregon
$300 +$300 +2,100 New
FCH
664
Freestone Capital Holdings
Washington
$201 +$201 +1,407 New
PGAM
665
Princeton Global Asset Management
New Jersey
$7 – – –
Nomura Holdings
666
Nomura Holdings
Japan
– -$14.9M -122,795 Closed
Schroder Investment Management Group
667
Schroder Investment Management Group
United Kingdom
– -$13.4M -109,996 Closed
AL
668
AJO LP
Pennsylvania
– -$10M -81,487 Closed
OAM
669
Oxford Asset Management
United Kingdom
– -$8.36M -67,806 Closed
ZIG
670
Zurich Insurance Group
Switzerland
– -$5M -40,583 Closed
ZIM
671
Zacks Investment Management
Illinois
– -$2.97M -24,105 Closed
MYLI
672
Meiji Yasuda Life Insurance
Japan
– -$1.34M -10,895 Closed
Jane Street
673
Jane Street
New York
– -$1.15M -9,350 Closed
USAA
674
United Services Automobile Association
Texas
– -$929K -7,543 Closed
Citadel Advisors
675
Citadel Advisors
Florida
– -$876K -7,108 Closed
24 25 26
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