We are live on ! Find out more
CDW icon

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
EWM
651
Endurance Wealth Management
Rhode Island
$104K – – –
Acadian Asset Management
652
Acadian Asset Management
Massachusetts
$103K +$106K +580 New
BHWM
653
Bay Harbor Wealth Management
Maryland
$95K – – –
SQA
654
Simon Quick Advisors
New Jersey
$95K +$732 +4 +0.8%
BBHC
655
Brown Brothers Harriman & Co
New York
$82K +$47.4K +259 +130%
GFPC
656
Global Financial Private Client
Florida
$74K – – –
DWA
657
Dougherty Wealth Advisers
Minnesota
$73K – – –
SOW
658
State of Wyoming
Wyoming
$72K -$2.56K -14 -3%
JWA
659
JFS Wealth Advisors
Pennsylvania
$72K +$6.04K +33 +9%
SC
660
Seldon Capital
California
$66K – – –
PA
661
Parallel Advisors
California
$65K -$22.1K -121 -25%
CWM
662
Cranbrook Wealth Management
Michigan
$63K – – –
AWM
663
AllSquare Wealth Management
New York
$63K +$9.7K +53 +18%
CFGS
664
Concourse Financial Group Securities
Alabama
$58K -$33.5K -183 -36%
AssetMark Inc
665
AssetMark Inc
California
$57K -$2.01K -11 -3%
QC
666
Quent Capital
New York
$56K +$57.6K +315 New
APP
667
Alpha Paradigm Partners
Illinois
$55K – – –
DA
668
Denali Advisors
California
$54K +$54.9K +300 New
FHA
669
First Horizon Advisors
Tennessee
$53K -$156K -851 -74%
AS
670
Altshuler Shaham
Israel
$52K +$53.4K +292 New
LAS
671
Lloyd Advisory Services
Georgia
$49K +$366 +2 +0.7%
Federated Hermes
672
Federated Hermes
Pennsylvania
$42K -$1.83K -10 -4%
WTC
673
WhitTier Trust Company
Nevada
$42K – – –
ODG
674
O'Dell Group
Ohio
$40K -$10.2K -56 -20%
PO
675
Private Ocean
California
$40K – – –
25 26
27
28 29

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.