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CDW
CDW

Overview Fund Activity

774 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, 288 increasing their positions, 280 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
12.25%
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
288
Reduced
280
Closed
97
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$502M
2
BlackRock
BlackRock
New York
+$276M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$100M
4
FMI
Fiduciary Management Inc
Wisconsin
+$90.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$64.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$274M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$234M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$84.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
651
Simon Quick Advisors
New Jersey
$95K +$712 +4 +0.8%
BBHC
652
Brown Brothers Harriman & Co
New York
$82K +$46.3K +259 +130%
GFPC
653
Global Financial Private Client
Florida
$74K – – –
DWA
654
Dougherty Wealth Advisers
Minnesota
$73K – – –
SOW
655
State of Wyoming
Wyoming
$72K -$2.49K -14 -3%
JWA
656
JFS Wealth Advisors
Pennsylvania
$72K +$5.91K +33 +9%
SC
657
Seldon Capital
California
$66K – – –
PA
658
Parallel Advisors
California
$65K -$21.8K -121 -25%
CWM
659
Cranbrook Wealth Management
Michigan
$63K – – –
AWM
660
AllSquare Wealth Management
New York
$63K +$9.49K +53 +18%
CFGS
661
Concourse Financial Group Securities
Alabama
$58K -$32.5K -183 -36%
AssetMark Inc
662
AssetMark Inc
California
$57K -$1.98K -11 -3%
QC
663
Quent Capital
New York
$56K +$56K +315 New
APP
664
Alpha Paradigm Partners
Illinois
$55K – – –
DA
665
Denali Advisors
California
$54K +$54K +300 New
FHA
666
First Horizon Advisors
Tennessee
$53K -$153K -851 -74%
AS
667
Altshuler Shaham
Israel
$52K +$52K +292 New
LAS
668
Lloyd Advisory Services
Georgia
$49K +$356 +2 +0.7%
Federated Hermes
669
Federated Hermes
Pennsylvania
$42K -$1.8K -10 -4%
WTC
670
WhitTier Trust Company
Nevada
$42K – – –
ODG
671
O'Dell Group
Ohio
$40K -$9.96K -56 -20%
PO
672
Private Ocean
California
$40K – – –
NSIM
673
North Star Investment Management
Illinois
$39K – – –
GRP
674
Global Retirement Partners
California
$38K +$38K +239 New
BWP
675
Baldwin Wealth Partners
Massachusetts
$36K – – –
25 26
27
28 29