CDW icon

CDW
CDW

Overview Fund Activity

699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$375M
2
KBC Group
KBC Group
Belgium
$188M
3
AllianceBernstein
AllianceBernstein
Tennessee
$680M
4
Select Equity Group
Select Equity Group
New York
$983M
5
WCM
Wedge Capital Management
North Carolina
$71.4M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$248M
2
Wells Fargo
Wells Fargo
California
$210M
3
ACM
Atlanta Capital Management
Georgia
$232M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.15M
5
AQR Capital Management
AQR Capital Management
Connecticut
$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
676
Clearstead Advisors
Ohio
$3K – – –
WT
677
Washington Trust
Rhode Island
$3K – – –
HI
678
Hudock Inc
Pennsylvania
$3K – – –
GWS
679
Glassman Wealth Services
Virginia
$3K +$1.68K +14 +127%
RFA
680
Reilly Financial Advisors
California
$3K +$3K +20 New
FRA
681
Front Row Advisors
California
$2K – – –
PFBT
682
Parkside Financial Bank & Trust
Missouri
$2K – – –
HIA
683
Harbor Investment Advisory
Maryland
$2K – – –
FBT
684
First Bank & Trust
South Dakota
$2K – – –
TFO
685
Tarbox Family Office
California
$2K – – –
GI
686
Gradient Investments
Minnesota
$2K – – –
SFO
687
Standard Family Office
South Dakota
$2K +$2K +14 New
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +16 New
TI
689
tru Independence
Oregon
$1.24K +$1.24K +9,370 New
RE
690
RBC Europe
United Kingdom
$1.19K +$1.19K +9 New
NFSG
691
Newbridge Financial Services Group
Florida
$1K -$28.2K -254 -97%
JWM
692
Janiczek Wealth Management
Colorado
$1K – – –
SIS
693
Sound Income Strategies
Florida
$1K – – –
RA
694
Resolute Advisors
California
$1K +$1K +5 New
ADIM
695
Alpha DNA Investment Management
Maryland
$1K +$1K +8 New
APWA
696
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +11 New
HCP
697
Hexagon Capital Partners
Arkansas
$1K +$1K +15 New
AL
698
AJO LP
Pennsylvania
– -$8.66M -72,454 Closed
KWILP
699
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$4.6M -38,492 Closed
EAM
700
Eagle Asset Management
Florida
– -$2.81M -23,759 Closed
26 27
28
29 30