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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$767M
2
FMI
Fiduciary Management Inc
Wisconsin
$234M
3
Citadel Advisors
Citadel Advisors
Florida
$236M
4
Morgan Stanley
Morgan Stanley
New York
$146M
5
PI
Putnam Investments
Massachusetts
$64.6M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$33.3M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$57.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$687M
4
Wells Fargo
Wells Fargo
California
$38.4M
5
BlackRock
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
651
Bank of Montreal
Ontario, Canada
$56K +$36.4K +219,946 +186%
AP
652
Arlington Partners
Alabama
$50K +$50K +318 New
AWM
653
AllSquare Wealth Management
New York
$48K -$7.4K -47 -13%
DA
654
Denali Advisors
California
$47K – – –
ECG
655
Edge Capital Group
Georgia
$47K +$47K +300 New
MA
656
MCF Advisors
Kentucky
$46K +$46K +295 New
AssetMark Inc
657
AssetMark Inc
California
$45K -$4.7K -30 -9%
SSG
658
Summit Securities Group
New York
$45K +$36.1K +227 +405%
CI
659
CX Institutional
Indiana
$45K +$45K +288 New
CWM
660
Cranbrook Wealth Management
Michigan
$44K -$11K -70 -20%
FFC
661
First Financial Corp
Indiana
$42K +$16.7K +107 +66%
GRP
662
Global Retirement Partners
California
$40K +$2.66K +17 +7%
SWM
663
SeaCrest Wealth Management
New York
$40K +$40K +252 New
WTC
664
WhitTier Trust Company
Nevada
$37K – – –
AS
665
Altshuler Shaham
Israel
$35K -$11.7K -73 -25%
PO
666
Private Ocean
California
$35K – – –
Pacer Advisors
667
Pacer Advisors
Pennsylvania
$34K -$5.12M -32,392 -99%
NSIM
668
North Star Investment Management
Illinois
$34K +$157 +1 +0.5%
BWP
669
Baldwin Wealth Partners
Massachusetts
$32K – – –
GLLW
670
Graves Light Lenhart Wealth
Virginia
$29K -$116K -726 -80%
CFN
671
Cordasco Financial Network
Florida
$29K – – –
BFEC
672
Benjamin F. Edwards & Company
Missouri
$29K – – –
BBPWM
673
Blue Bell Private Wealth Management
Pennsylvania
$27K -$1.55K -10 -5%
GM
674
GeoWealth Management
Illinois
$27K +$2.51K +16 +10%
AF
675
Allworth Financial
California
$27K +$26.4K +170 +4,250%
25 26
27
28 29