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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 %
CWP
726
Concord Wealth Partners
Virginia
$19K +$17.8K +87 +1,450%
TFM
727
TFC Financial Management
Massachusetts
$18K – – –
HR
728
Howe & Rusling
New York
$17K – – –
GWS
729
Glassman Wealth Services
Virginia
$17K +$4.15K +20 +32%
WB
730
Webster Bank
Connecticut
$17K +$14.9K +72 +720%
WPWM
731
Western Pacific Wealth Management
Illinois
$17K +$17K +86 New
CCA
732
Catalyst Capital Advisors
New York
$16K -$1.47K -7 -8%
LF
733
Lee Financial
Texas
$16K – – –
VCM
734
Vigilant Capital Management
Maine
$16K – – –
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
LC
736
Lindbrook Capital
California
$15K – – –
EARNEST Partners
737
EARNEST Partners
Georgia
$15K – – –
FAG
738
Fortitude Advisory Group
Washington
$15K +$15K +73 New
MTIC
739
Missouri Trust & Investment Company
Missouri
$15K +$15K +75 New
UIA
740
Ulland Investment Advisors
Minnesota
$13K +$13K +63 New
CT
741
Cambridge Trust
Massachusetts
$12K +$12K +58 New
First Manhattan
742
First Manhattan
New York
$12K +$12K +60 New
SSB
743
Sandy Spring Bank
Maryland
$11K – – –
NL
744
NVWM LLC
Pennsylvania
$11K +$5.3K +26 +93%
Loomis, Sayles & Company
745
Loomis, Sayles & Company
Massachusetts
$10K – – –
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$10K +$1.2K +6 +14%
MCM
747
MV Capital Management
Maryland
$9K +$1.26K +6 +16%
CA
748
Clearstead Advisors
Ohio
$8K -$3.28K -16 -29%
TCWA
749
Ten Capital Wealth Advisors
Washington
$8K – – –
Optiver Holding
750
Optiver Holding
Netherlands
$8K – – –
28 29
30
31 32