We are live on ! Find out more

805 hedge funds and large institutions have $25.6B invested in CDW in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 60

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

13% more capital invested

Capital invested by funds: $22.7B → $25.6B (+$2.88B)

10% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 268

7% more funds holding

Funds holding: 750805 (+55)

1.9% more ownership

Funds ownership: 90.59%92.49% (+1.9%)

63% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $29.1M

Holders
805
Holders Change
+55
Holders Change %
+7.33%
% of All Funds
12.39%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
126
Increased
296
Reduced
268
Closed
60
Calls
$10.8M
Puts
$29.1M
Net Calls
-$18.3M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
726
Contravisory Investment Management
Massachusetts
$20K
JFA
727
JNBA Financial Advisors
Minnesota
$20K +$18.6K +98 New
MHR
728
Matthew Hamilton Rosenberg
$20K +$19K +100 New
TCM
729
Tradewinds Capital Management
Washington
$19K
CWP
730
Concord Wealth Partners
Virginia
$19K +$16.5K +87 +1,450%
TFM
731
TFC Financial Management
Massachusetts
$18K
HR
732
Howe & Rusling
New York
$17K
GWS
733
Glassman Wealth Services
Virginia
$17K +$3.8K +20 +32%
WB
734
Webster Bank
Connecticut
$17K +$13.7K +72 +720%
WPWM
735
Western Pacific Wealth Management
Illinois
$17K +$16.4K +86 New
CCA
736
Catalyst Capital Advisors
New York
$16K -$1.33K -7 -8%
FMII
737
Farmers & Merchants Investments Inc
Nebraska
$16K
LF
738
Lee Financial
Texas
$16K
VCM
739
Vigilant Capital Management
Maine
$16K
EARNEST Partners
740
EARNEST Partners
Georgia
$15K
LC
741
Lindbrook Capital
California
$15K
FAG
742
Fortitude Advisory Group
Washington
$15K +$13.9K +73 New
MTIC
743
Missouri Trust & Investment Company
Missouri
$15K +$14.3K +75 New
UIA
744
Ulland Investment Advisors
Minnesota
$13K +$12K +63 New
CT
745
Cambridge Trust
Massachusetts
$12K +$11K +58 New
First Manhattan
746
First Manhattan
New York
$12K +$11.4K +60 New
SSB
747
Sandy Spring Bank
Maryland
$11K
NL
748
NVWM LLC
Pennsylvania
$11K +$4.94K +26 +93%
Loomis, Sayles & Company
749
Loomis, Sayles & Company
Massachusetts
$10K
MPWT
750
MassMutual Private Wealth & Trust
Connecticut
$10K +$1.14K +6 +14%

CDW Hedge Fund Activity: Q4 2021 in Review

805 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2021, worth a combined $25.6B — up 13% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new CDW positions and 60 closed out — a net gain of 66 holders — while 296 added to existing stakes and 268 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $134M. The largest seller was Teacher Retirement System of Texas, cutting an estimated $121M.

  • 805 institutional investors held CDW (CDW) as of Q4 2021, up from 750 in Q3 2021.
  • Funds reported $25.6B of CDW stock for Q4 2021, up 13% quarter-over-quarter.
  • 126 funds opened new CDW positions in Q4 2021 and 60 closed out, a net change of +66 holders.
  • The largest CDW buyer in Q4 2021 was Longview Partners, an estimated $134M added.
  • The largest CDW seller in Q4 2021 was Teacher Retirement System of Texas, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.