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CDW
CDW

Overview Fund Activity

634 hedge funds and large institutions have $12.2B invested in CDW in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
-31
Holders Change %
-4.66%
% of All Funds
14%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.2%
New
78
Increased
217
Reduced
258
Closed
105
Calls
$8.29M
Puts
$7.68M
Net Calls
+$609K
Net Calls Change
-$15.7M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$550M
2
AllianceBernstein
AllianceBernstein
Tennessee
$323M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.1M
4
Victory Capital Management
Victory Capital Management
Texas
$81.1M
5
GC
Gobi Capital
California
$55M

Top Sellers

1
BlackRock
BlackRock
New York
$961M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$435M
3
American Century Companies
American Century Companies
Missouri
$79.5M
4
ACM
Atlanta Capital Management
Georgia
$221M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
701
Townsend Asset Management
North Carolina
– -$224K -1,571 Closed
CAN
702
Cetera Advisor Networks
California
– -$222K -1,559 Closed
BFO
703
Biltmore Family Office
North Carolina
– -$220K -1,543 Closed
BAS
704
Brown Advisory Securities
Maryland
– -$216K -1,515 Closed
SW
705
SteelPeak Wealth
California
– -$212K -1,486 Closed
IWM
706
IHT Wealth Management
Illinois
– -$212K -1,484 Closed
OWA
707
One Wealth Advisors
California
– -$211K -1,479 Closed
MAFM
708
Mid Atlantic Financial Management
Pennsylvania
– -$209K -1,461 Closed
AAM
709
Aureus Asset Management
Massachusetts
– -$209K -1,461 Closed
SCA
710
Snowden Capital Advisors
New York
– -$207K -1,451 Closed
DA
711
DSC Advisors
Illinois
– -$207K -1,447 Closed
SEM
712
Suncoast Equity Management
Florida
– -$206K -1,440 Closed
GLLW
713
Graves Light Lenhart Wealth
Virginia
– -$203K -1,418 Closed
TAM
714
Tocqueville Asset Management
New York
– -$202K -1,417 Closed
FCH
715
Freestone Capital Holdings
Washington
– -$201 -1,407 Closed
KPW
716
Kore Private Wealth
New York
– -$184K -1,290 Closed
WEC
717
Winslow Evans & Crocker
Massachusetts
– -$170K -1,186 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
718
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$160K -1,121 Closed
SIAP
719
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$142K -1,000 Closed
GLI
720
Guardian Life Insurance
New York
– -$60K -423 Closed
ACM
721
Allred Capital Management
Texas
– -$50K -350 Closed
CFB
722
Cullen/Frost Bankers
Texas
– -$38K -264 Closed
SIC
723
Samalin Investment Counsel
New York
– -$35K -250 Closed
IIA
724
ICW Investment Advisors
Arizona
– -$35K -242 Closed
PCM
725
Prelude Capital Management
New York
– -$25K -175 Closed
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