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194 hedge funds and large institutions have $3.78B invested in CDW in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

61% more call options, than puts

Call options by funds: $363K | Put options by funds: $226K

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

10% more funds holding

Funds holding: 176194 (+18)

7% more capital invested

Capital invested by funds: $3.52B → $3.78B (+$260M)

Holders
194
Holders Change
+18
Holders Change %
+10.23%
% of All Funds
5.63%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
39
Increased
78
Reduced
58
Closed
19
Calls
$363K
Puts
$226K
Net Calls
+$137K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$12.2M +$1.3M +41,125 +12%
BIM
52
Bogle Investment Management
Massachusetts
$11.5M -$929K -29,400 -7%
Northern Trust
53
Northern Trust
Illinois
$11.5M +$4.12M +130,228 +54%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$10.1M -$12.9M -409,300 -56%
JHIU
55
Janus Henderson Investors US
Colorado
$9.96M +$10.1M +320,800 New
Arrowstreet Capital
56
Arrowstreet Capital
Massachusetts
$9.88M +$5.53M +174,783 +122%
BlackRock
57
BlackRock
New York
$9.8M +$9.91M +313,466 +13,482%
GXMC
58
Global X Management Company
New York
$8.45M -$33.5K -1,061 -0.4%
Citadel Advisors
59
Citadel Advisors
Florida
$8.41M -$5.4M -170,724 -39%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$8.4M +$3.02M +95,500 +55%
CIP
61
Centerline Investment Partners
New York
$7.64M
Charles Schwab
62
Charles Schwab
California
$7.33M +$1.68M +53,157 +29%
NFA
63
Nationwide Fund Advisors
Ohio
$6.72M +$1.87M +59,230 +38%
PI
64
Putnam Investments
Massachusetts
$6.39M -$1.07M -33,771 -14%
DIA
65
Dana Investment Advisors
Wisconsin
$6.29M -$133K -4,206 -2%
USAA
66
United Services Automobile Association
Texas
$6.21M
PG
67
PEAK6 Group
Illinois
$6.21M +$6.32M +200,000 New
SC
68
Sculptor Capital
New York
$6.14M
Two Sigma Investments
69
Two Sigma Investments
New York
$5.85M -$1.67M -52,677 -22%
TSW
70
Thompson Siegel & Walmsley
Virginia
$5.66M +$5.76M +182,181 New
GC
71
Globeflex Capital
California
$5.32M -$8.06K -255 -0.1%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.98M +$57.3K +1,811 +1%
TA
73
Teachers Advisors
New York
$4.54M +$880K +27,831 +24%
Bank of America
74
Bank of America
North Carolina
$4.51M -$1.12M -35,562 -20%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$4.3M -$1.58M -49,925 -27%

CDW Hedge Fund Activity: Q3 2014 in Review

194 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2014, worth a combined $3.78B — up 7.4% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CDW positions and 19 closed out — a net gain of 20 holders — while 78 added to existing stakes and 58 trimmed.

The largest buyer was Barclays, adding an estimated $189M. The largest seller was Providence Equity Partners, cutting an estimated $185M.

  • 194 institutional investors held CDW (CDW) as of Q3 2014, up from 176 in Q2 2014.
  • Funds reported $3.78B of CDW stock for Q3 2014, up 7.4% quarter-over-quarter.
  • 39 funds opened new CDW positions in Q3 2014 and 19 closed out, a net change of +20 holders.
  • The largest CDW buyer in Q3 2014 was Barclays, an estimated $189M added.
  • The largest CDW seller in Q3 2014 was Providence Equity Partners, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2014.