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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
CWP
701
Concord Wealth Partners
Virginia
$17K – – –
TCM
702
Tradewinds Capital Management
Washington
$17K – – –
GWS
703
Glassman Wealth Services
Virginia
$17K +$2.75K +15 +18%
WAM
704
Worth Asset Management
Texas
$17K +$18.8K +103 New
TFM
705
TFC Financial Management
Massachusetts
$16K – – –
A
706
AustralianSuper
Australia
$15.6K +$15.9M +86,987 New
DFCM
707
Dark Forest Capital Management
Puerto Rico
$15K -$7.5K -41 -32%
HR
708
Howe & Rusling
New York
$15K – – –
WB
709
Webster Bank
Connecticut
$15K – – –
WPWM
710
Western Pacific Wealth Management
Illinois
$15K – – –
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
LF
712
Lee Financial
Texas
$14K – – –
VCM
713
Vigilant Capital Management
Maine
$14K – – –
LC
714
Lindbrook Capital
California
$13K -$732 -4 -5%
EARNEST Partners
715
EARNEST Partners
Georgia
$13K – – –
FAG
716
Fortitude Advisory Group
Washington
$13K – – –
MTIC
717
Missouri Trust & Investment Company
Missouri
$13K – – –
SSB
718
Sandy Spring Bank
Maryland
$13K +$3.48K +19 +36%
T
719
TCWP
Ohio
$13K +$13.9K +76 New
UIA
720
Ulland Investment Advisors
Minnesota
$11K – – –
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$11K +$2.38K +13 +26%
WTA
722
Washington Trust Advisors
Massachusetts
$10K -$35.3K -193 -78%
PMFA
723
Plante Moran Financial Advisors
Michigan
$10K -$12.4K -68 -55%
CT
724
Cambridge Trust
Massachusetts
$10K -$549 -3 -5%
SSG
725
Summit Securities Group
New York
$10K +$10.2K +56 New
27 28
29
30 31

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.