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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 %
SCA
701
Sandy Cove Advisors
Massachusetts
$36K +$36K +174 New
FCA
702
FinTrust Capital Advisors
South Carolina
$35K – – –
RWA
703
RGT Wealth Advisors
Texas
$35K +$35K +171 New
MA
704
MUFG Americas
New York
$34K – – –
WWM
705
Wolff Wiese Magana
California
$34K +$1.04K +5 +3%
FFC
706
First Financial Corp
Indiana
$33K – – –
SCA
707
Snowden Capital Advisors
New York
$32K -$317K -1,575 -91%
PB
708
Pinnacle Bancorp
Nebraska
$32K – – –
TCWM
709
Total Clarity Wealth Management
Illinois
$30K – – –
GM
710
GeoWealth Management
Illinois
$29K -$400 -2 -1%
NICM
711
Neo Ivy Capital Management
New York
$29K +$29K +144 New
FEG
712
Financial Enhancement Group
Indiana
$28K – – –
BIA
713
Bell Investment Advisors
California
$28K +$2.44K +12 +10%
ZIG
714
Zullo Investment Group
Pennsylvania
$28K +$28K +137 New
Jones Financial Companies
715
Jones Financial Companies
Missouri
$27K +$2.49K +12 +10%
ACA
716
Atlas Capital Advisors
Wyoming
$26K – – –
DFCM
717
Dark Forest Capital Management
Puerto Rico
$26K -$76K -374 -75%
SBL
718
Sargent Bickham Lagudis
Colorado
$25K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$25K +$7.66K +38 +44%
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$24K – – –
CCM
721
Covington Capital Management
California
$23K – – –
CIM
722
Contravisory Investment Management
Massachusetts
$20K – – –
JFA
723
JNBA Financial Advisors
Minnesota
$20K +$20K +98 New
MHR
724
Matthew Hamilton Rosenberg
$20K +$20K +100 New
TCM
725
Tradewinds Capital Management
Washington
$19K – – –
27 28
29
30 31