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CDW
CDW

Overview Fund Activity

747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$184M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$61M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$463M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$81.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$54.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$996M
2
Select Equity Group
2
Select Equity Group
New York
$1.24B
3
UBS AM
3
UBS AM
Illinois
$157M
4
BlackRock
4
BlackRock
New York
$1.71B
5
PAM
5
Panagora Asset Management
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
726
Red Tortoise LLC
Georgia
$4K +$4K +24 New
PP
727
Pacifica Partners
Canada
$3K – – –
FRA
728
Front Row Advisors
California
$3K – – –
TFO
729
Tarbox Family Office
California
$3K – – –
FBT
730
First Bank & Trust
South Dakota
$3K – – –
BWA
731
BDO Wealth Advisors
Florida
$3K – – –
HIA
732
Harbor Investment Advisory
Maryland
$2K – – –
SIS
733
Sound Income Strategies
Florida
$2K – – –
WB
734
Webster Bank
Connecticut
$2K +$2K +10 New
CFA
735
Cahill Financial Advisors
Minnesota
$2K +$2K +11 New
CI
736
Cordant Inc
Oregon
$2K +$2K +11 New
RE
737
RBC Europe
United Kingdom
$1.64K – – –
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SWA
739
SOA Wealth Advisors
New York
$1K – – –
FMP
740
Financial Management Professionals
Texas
$1K – – –
CWP
741
Concord Wealth Partners
Virginia
$1K – – –
JWM
742
Janiczek Wealth Management
Colorado
$1K +$333 +2 +50%
MA
743
MCF Advisors
Kentucky
$1K +$1K +7 New
ED
744
Exane Derivatives
France
$910 – – –
MGIM
745
M&G Investment Management
United Kingdom
$512 -$5 -29 -1%
Nisa Investment Advisors
746
Nisa Investment Advisors
Missouri
$350 – – –
BBHC
747
Brown Brothers Harriman & Co
New York
$76 -$11 -60 -13%
Holocene Advisors
748
Holocene Advisors
New York
– -$31.5M -180,242 Closed
BGIM
749
Brandywine Global Investment Management
Pennsylvania
– -$27.2M -155,685 Closed
OQS
750
Occudo Quantitative Strategies
Florida
– -$2.05M -11,725 Closed
28 29
30
31 32