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CDW
CDW

Overview Fund Activity

822 hedge funds and large institutions have $22B invested in CDW in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 296 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+47
Holders Change %
+6.06%
% of All Funds
13.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
115
Increased
296
Reduced
291
Closed
51
Calls
$13.9M
Puts
$13.4M
Net Calls
+$465K
Net Calls Change
-$4.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$247M
2
CCM
Cantillon Capital Management
New York
+$90M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
5
Invesco
Invesco
Georgia
+$39.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
2
Victory Capital Management
Victory Capital Management
Texas
-$153M
3
Millennium Management
Millennium Management
New York
-$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
651
J.W. Cole Advisors
Florida
$211K -$124K -693 -37%
BFO
652
Biltmore Family Office
North Carolina
$210K +$210K +1,176 New
RTC
653
Riverview Trust Company
Washington
$209K +$13.8K +77 +7%
V
654
VeraBank
Texas
$207K +$207K +1,160 New
BSAM
655
Blue Square Asset Management
New York
$206K +$206K +1,151 New
IWM
656
IHT Wealth Management
Illinois
$204K -$120K -672 -37%
PI
657
PEAK6 Investments
Illinois
$202K +$202K +1,133 New
MWM
658
Mission Wealth Management
California
$202K +$202K +1,131 New
KFC
659
Klingenstein Fields & Co
New York
$201K +$201K +1,126 New
Dimensional Fund Advisors
660
Dimensional Fund Advisors
Texas
$183K +$5.45K +30,488 +3%
AIM
661
Arcadia Investment Management
Michigan
$179K – – –
AA
662
Ancora Advisors
Ohio
$177K – – –
DMBA
663
Deseret Mutual Benefit Administrators
Utah
$176K -$127K -710 -42%
BAAM
664
Baker Avenue Asset Management
California
$169K +$169K +946 New
AF
665
Advisornet Financial
Minnesota
$167K +$2.5K +14 +2%
CFO
666
CVA Family Office
Colorado
$162K +$21.4K +120 +15%
SIM
667
Sentry Investment Management
Wisconsin
$160K +$8.39K +47 +6%
PP
668
PFS Partners
New Jersey
$150K – – –
First Manhattan
669
First Manhattan
New York
$149K +$149K +834 New
HI
670
Harbour Investments
Wisconsin
$147K -$1.96K -11 -1%
T
671
TOBAM
France
$147K +$33.7K +188 +30%
GWM
672
Geneos Wealth Management
Colorado
$143K +$13.8K +77 +11%
3IP
673
3Chopt Investment Partners
Virginia
$143K +$143K +800 New
PWMG
674
Prestige Wealth Management Group
New Jersey
$141K +$6.25K +35 +5%
EWA
675
EverSource Wealth Advisors
Alabama
$138K -$42.5K -238 -24%
25 26
27
28 29