CDW icon

CDW
CDW

Overview Fund Activity

822 hedge funds and large institutions have $22B invested in CDW in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 296 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+47
Holders Change %
+6.06%
% of All Funds
13.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
115
Increased
296
Reduced
291
Closed
51
Calls
$13.9M
Puts
$13.4M
Net Calls
+$465K
Net Calls Change
-$4.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$247M
2
CCM
Cantillon Capital Management
New York
+$90M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$39.9M
5
Invesco
Invesco
Georgia
+$39.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
2
Victory Capital Management
Victory Capital Management
Texas
-$153M
3
Millennium Management
Millennium Management
New York
-$98.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$90.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
701
Global Financial Private Client
Florida
$74.3K – – –
DWA
702
Dougherty Wealth Advisers
Minnesota
$73.2K – – –
DA
703
Denali Advisors
California
$71.4K +$35.7K +200 +100%
IGWM
704
ICA Group Wealth Management
Colorado
$70.7K +$70.7K +396 New
HGERS
705
Householder Group Estate & Retirement Specialist
Arizona
$70K – – –
QC
706
Quent Capital
New York
$66.6K -$1.79K -10 -3%
SC
707
Seldon Capital
California
$66.1K – – –
MAM
708
Meeder Asset Management
Ohio
$63.4K -$977K -5,473 -94%
C
709
Covestor
United Kingdom
$56K -$1.25K -7 -2%
AWM
710
AllSquare Wealth Management
New York
$54.5K – – –
MFG
711
Mendota Financial Group
Wisconsin
$54.5K +$54.5K +305 New
LS
712
Livforsakringsbolaget Skandia
Sweden
$53.6K – – –
MA
713
MCF Advisors
Kentucky
$52.7K – – –
TCOV
714
Trust Company of Vermont
Vermont
$51.1K +$12.1K +68 +31%
AssetMark Inc
715
AssetMark Inc
California
$49.8K -$1.61K -9 -3%
FFC
716
First Financial Corp
Indiana
$48K – – –
GRP
717
Global Retirement Partners
California
$47.2K -$537 -3 -1%
WTC
718
WhitTier Trust Company
Nevada
$45K +$2.86K +16 +7%
PO
719
Private Ocean
California
$40.2K – – –
NSIM
720
North Star Investment Management
Illinois
$39K – – –
BWP
721
Baldwin Wealth Partners
Massachusetts
$35.9K – – –
AS
722
Altshuler Shaham
Israel
$33K +$33K +185 New
BBPWM
723
Blue Bell Private Wealth Management
Pennsylvania
$31.1K – – –
EBA
724
Eagle Bay Advisors
New York
$30.7K +$28.5K +160 +1,333%
CSPIA
725
Cary Street Partners Investment Advisory
Virginia
$29.8K +$29.8K +167 New
27 28
29
30 31