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805 hedge funds and large institutions have $25.6B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 60

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

13% more capital invested

Capital invested by funds: $22.7B → $25.6B (+$2.88B)

10% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 268

7% more funds holding

Funds holding: 750805 (+55)

1.9% more ownership

Funds ownership: 90.59%92.49% (+1.9%)

63% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $29.1M

Holders
805
Holders Change
+55
Holders Change %
+7.33%
% of All Funds
12.39%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
126
Increased
296
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
701
Blue Bell Private Wealth Management
Pennsylvania
$38K +$35K +184 New
BFEC
702
Benjamin F. Edwards & Company
Missouri
$37K
CFN
703
Cordasco Financial Network
Florida
$37K
BEI
704
Benjamin Edwards Inc
Missouri
$36K +$1.9K +10 +6%
SCA
705
Sandy Cove Advisors
Massachusetts
$36K +$33.1K +174 New
FCA
706
FinTrust Capital Advisors
South Carolina
$35K
RWA
707
RGT Wealth Advisors
Texas
$35K +$32.5K +171 New
MA
708
MUFG Americas
New York
$34K
WWM
709
Wolff Wiese Magana
California
$34K +$951 +5 +3%
FFC
710
First Financial Corp
Indiana
$33K
SCA
711
Snowden Capital Advisors
New York
$32K -$299K -1,575 -91%
PB
712
Pinnacle Bancorp
Nebraska
$32K
TCWM
713
Total Clarity Wealth Management
Illinois
$30K
GM
714
GeoWealth Management
Illinois
$29K -$380 -2 -1%
NICM
715
Neo Ivy Capital Management
New York
$29K +$27.4K +144 New
FEG
716
Financial Enhancement Group
Indiana
$28K
BIA
717
Bell Investment Advisors
California
$28K +$2.28K +12 +10%
ZIG
718
Zullo Investment Group
Pennsylvania
$28K +$26K +137 New
Jones Financial Companies
719
Jones Financial Companies
Missouri
$27K +$2.28K +12 +10%
ACA
720
Atlas Capital Advisors
Wyoming
$26K
DFCM
721
Dark Forest Capital Management
Puerto Rico
$26K -$71.1K -374 -75%
SBL
722
Sargent Bickham Lagudis
Colorado
$25K
PMFA
723
Plante Moran Financial Advisors
Michigan
$25K +$7.22K +38 +44%
JGIA
724
Jackson Grant Investment Advisers
Connecticut
$24K
CCM
725
Covington Capital Management
California
$23K

CDW Hedge Fund Activity: Q4 2021 in Review

805 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2021, worth a combined $25.6B — up 13% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new CDW positions and 60 closed out — a net gain of 66 holders — while 296 added to existing stakes and 268 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $134M. The largest seller was Teacher Retirement System of Texas, cutting an estimated $121M.

  • 805 institutional investors held CDW (CDW) as of Q4 2021, up from 750 in Q3 2021.
  • Funds reported $25.6B of CDW stock for Q4 2021, up 13% quarter-over-quarter.
  • 126 funds opened new CDW positions in Q4 2021 and 60 closed out, a net change of +66 holders.
  • The largest CDW buyer in Q4 2021 was Longview Partners, an estimated $134M added.
  • The largest CDW seller in Q4 2021 was Teacher Retirement System of Texas, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.