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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
651
EARNEST Partners
Georgia
$10K
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$10K
IAIM
653
International Assets Investment Management
Florida
$10K +$9.69K +74 New
SIA
654
SkyView Investment Advisors
New Jersey
$8K +$7.59K +58 New
AIG
655
American International Group
New York
$7.51K -$65.5K -500 -0.9%
CFD
656
Creative Financial Designs
Indiana
$7K
HR
657
Howe & Rusling
New York
$7K
LC
658
Lindbrook Capital
California
$7K +$655 +5 +10%
EFSCE
659
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$916 +7 +15%
BBHC
660
Brown Brothers Harriman & Co
New York
$7K +$6.28K +48 +800%
CAM
661
ClariVest Asset Management
California
$6K
IFAM
662
Institutional & Family Asset Management
Colorado
$6K
ONST
663
Old North State Trust
North Carolina
$6K +$5.63K +43 New
PCA
664
Providence Capital Advisors
North Carolina
$6K +$5.63K +43 New
TFIPS
665
Towarzystwo Funduszy Inwestycyjnych PZU SA
$5.54K +$5.5K +42 New
CA
666
Centerpoint Advisors
Massachusetts
$5K
CA
667
Crewe Advisors
Utah
$5K
NFG
668
Next Financial Group
Texas
$5K
NC
669
NewSquare Capital
Pennsylvania
$5K +$4.58K +35 New
SSWG
670
Seven Springs Wealth Group
Tennessee
$5K +$4.71K +36 New
SWA
671
Sutton Wealth Advisors
Florida
$4.74K +$786 +6 +20%
CBT
672
Central Bank & Trust
Kentucky
$4K
EIP
673
Ellis Investment Partners
Pennsylvania
$4K
SA
674
SRH Advisors
Kansas
$4K
SWA
675
SOA Wealth Advisors
New York
$4K +$3.54K +27 New

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.