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CDW
CDW

Overview Fund Activity

801 hedge funds and large institutions have $25.5B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 293 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+54
Holders Change %
+7.23%
% of All Funds
12.37%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
125
Increased
293
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$144M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$620M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$677M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85M
5
Citadel Advisors
5
Citadel Advisors
Florida
$87.1M

Top Sellers

1
Teacher Retirement System of Texas
1
Teacher Retirement System of Texas
Texas
$15.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$50M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$318M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
676
Global Financial Private Client
Florida
$85.2K – – –
DWA
677
Dougherty Wealth Advisers
Minnesota
$84K – – –
NFG
678
Next Financial Group
Texas
$81K +$54.3K +266 +203%
JWA
679
JFS Wealth Advisors
Pennsylvania
$76K +$76K +369 New
SC
680
Seldon Capital
California
$76K +$76K +370 New
TAIM
681
TD Ameritrade Investment Management
Nebraska
$72K -$13.6K -67 -16%
CWM
682
Cranbrook Wealth Management
Michigan
$72K – – –
AssetMark Inc
683
AssetMark Inc
California
$67K +$21.4K +105 +47%
EBA
684
Eagle Bay Advisors
New York
$63K -$4.71K -23 -7%
SFM
685
Signet Financial Management
New Jersey
$63K +$63K +310 New
APP
686
Alpha Paradigm Partners
Illinois
$62K – – –
AWM
687
AllSquare Wealth Management
New York
$61K -$11.2K -55 -16%
ODG
688
O'Dell Group
Ohio
$58K +$206 +1 +0.4%
LAS
689
Lloyd Advisory Services
Georgia
$56K – – –
WTA
690
Washington Trust Advisors
Massachusetts
$51K +$51K +247 New
Federated Hermes
691
Federated Hermes
Pennsylvania
$50K -$16.8K -82 -25%
WTC
692
WhitTier Trust Company
Nevada
$48K – – –
HNB
693
Huntington National Bank
Ohio
$47K +$10.2K +50 +28%
PO
694
Private Ocean
California
$46K – – –
NSIM
695
North Star Investment Management
Illinois
$44K +$204 +1 +0.5%
BWP
696
Baldwin Wealth Partners
Massachusetts
$41K – – –
BBPWM
697
Blue Bell Private Wealth Management
Pennsylvania
$38K +$38K +184 New
BFEC
698
Benjamin F. Edwards & Company
Missouri
$37K – – –
CFN
699
Cordasco Financial Network
Florida
$37K – – –
BEI
700
Benjamin Edwards Inc
Missouri
$36K +$2.06K +10 +6%
26 27
28
29 30