CDW icon

CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$767M
2
FMI
Fiduciary Management Inc
Wisconsin
$234M
3
Citadel Advisors
Citadel Advisors
Florida
$236M
4
Morgan Stanley
Morgan Stanley
New York
$146M
5
PI
Putnam Investments
Massachusetts
$64.6M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$33.3M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$57.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$687M
4
Wells Fargo
Wells Fargo
California
$38.4M
5
BlackRock
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
676
Atlas Capital Advisors
Wyoming
$26.5K -$473 -3 -2%
MA
677
MUFG Americas
New York
$26K – – –
TCWM
678
Total Clarity Wealth Management
Illinois
$26K +$26K +163 New
PB
679
Pinnacle Bancorp
Nebraska
$24K – – –
ZIG
680
Zullo Investment Group
Pennsylvania
$23K +$617 +4 +3%
SBL
681
Sargent Bickham Lagudis
Colorado
$23K +$3.54K +22 +18%
FCA
682
FinTrust Capital Advisors
South Carolina
$22K +$22K +127 New
DAC
683
Dividend Assets Capital
South Carolina
$20K – – –
SFG
684
Steward Financial Group
Texas
$19K -$905 -6 -5%
JGIA
685
Jackson Grant Investment Advisers
Connecticut
$19K – – –
BIA
686
Bell Investment Advisors
California
$19K +$19K +121 New
CWP
687
Concord Wealth Partners
Virginia
$18K +$3.57K +23 +25%
A
688
AustralianSuper
Australia
$17K +$3.31K +21,034 +24%
Jones Financial Companies
689
Jones Financial Companies
Missouri
$17K -$1.62K -10 -9%
MHR
690
Matthew Hamilton Rosenberg
$16K – – –
CIM
691
Contravisory Investment Management
Massachusetts
$16K – – –
WAM
692
Worth Asset Management
Texas
$16K – – –
TCM
693
Tradewinds Capital Management
Washington
$15K – – –
SC
694
SouthState Corp
Florida
$15K – – –
CMP
695
Coston McIsaac & Partners
Maine
$15K +$15K +94 New
TFM
696
TFC Financial Management
Massachusetts
$14K – – –
WB
697
Webster Bank
Connecticut
$13K – – –
VCM
698
Vigilant Capital Management
Maine
$13K – – –
WPWM
699
Western Pacific Wealth Management
Illinois
$13K – – –
GWS
700
Glassman Wealth Services
Virginia
$12K -$2.73K -18 -19%
26 27
28
29 30