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704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Wolff Wiese Magana
California
$4K +$3.67K +28 New
VFA
677
Valeo Financial Advisors
Indiana
$3K -$30.8K -235 -93%
BWA
678
BDO Wealth Advisors
Florida
$3K
CA
679
Clearstead Advisors
Ohio
$3K
HI
680
Hudock Inc
Pennsylvania
$3K
VNA
681
Valley National Advisers
Pennsylvania
$3K
WT
682
Washington Trust
Rhode Island
$3K
GWS
683
Glassman Wealth Services
Virginia
$3K +$1.83K +14 +127%
RFA
684
Reilly Financial Advisors
California
$3K +$2.62K +20 New
FBT
685
First Bank & Trust
South Dakota
$2K
FRA
686
Front Row Advisors
California
$2K
GI
687
Gradient Investments
Minnesota
$2K
HIA
688
Harbor Investment Advisory
Maryland
$2K
PFBT
689
Parkside Financial Bank & Trust
Missouri
$2K
TFO
690
Tarbox Family Office
California
$2K
SFO
691
Standard Family Office
South Dakota
$2K +$1.83K +14 New
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.1K +16 New
LSA
693
Leonteq Securities AG
Switzerland
$1.58K +$1.57K +12 New
TI
694
tru Independence
Oregon
$1.24K +$1.23M +9,370 New
RE
695
RBC Europe
United Kingdom
$1.19K +$1.18K +9 New
NFSG
696
Newbridge Financial Services Group
Florida
$1K -$33.3K -254 -97%
JWM
697
Janiczek Wealth Management
Colorado
$1K
SIS
698
Sound Income Strategies
Florida
$1K
RA
699
Resolute Advisors
California
$1K +$655 +5 New
ADIM
700
Alpha DNA Investment Management
Maryland
$1K +$1.05K +8 New

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.