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CDW
CDW

777 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
676
North Star Investment Management
Illinois
$39K – – –
GRP
677
Global Retirement Partners
California
$38K +$43.7K +239 New
BWP
678
Baldwin Wealth Partners
Massachusetts
$36K – – –
BFEC
679
Benjamin F. Edwards & Company
Missouri
$33K – – –
BBPWM
680
Blue Bell Private Wealth Management
Pennsylvania
$33K – – –
CFN
681
Cordasco Financial Network
Florida
$33K – – –
BEI
682
Benjamin Edwards Inc
Missouri
$33K +$1.65K +9 +5%
SCA
683
Sandy Cove Advisors
Massachusetts
$31K – – –
ACA
684
Atlas Capital Advisors
Wyoming
$30.6K +$8.05K +44 +35%
MA
685
MUFG Americas
New York
$30K – – –
CP
686
Castleview Partners
Texas
$29K -$6.23M -34,031 -100%
EBA
687
Eagle Bay Advisors
New York
$29K -$26.5K -145 -47%
WWM
688
Wolff Wiese Magana
California
$29K -$183 -1 -0.6%
FFC
689
First Financial Corp
Indiana
$29K – – –
PB
690
Pinnacle Bancorp
Nebraska
$28K – – –
GM
691
GeoWealth Management
Illinois
$28K +$2.01K +11 +8%
ZIG
692
Zullo Investment Group
Pennsylvania
$26K +$1.46K +8 +6%
DAC
693
Dividend Assets Capital
South Carolina
$23K +$23.8K +130 New
SFG
694
Steward Financial Group
Texas
$23K +$24.2K +132 New
SBL
695
Sargent Bickham Lagudis
Colorado
$22K – – –
Jones Financial Companies
696
Jones Financial Companies
Missouri
$21K -$2.75K -15 -12%
JGIA
697
Jackson Grant Investment Advisers
Connecticut
$21K – – –
CIM
698
Contravisory Investment Management
Massachusetts
$18K – – –
MHR
699
Matthew Hamilton Rosenberg
$18K – – –
SC
700
SouthState Corp
Florida
$17K -$67.7K -370 -80%
26 27
28
29 30

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.