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CDW
CDW

Overview Fund Activity

772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$767M
2
FMI
Fiduciary Management Inc
Wisconsin
$234M
3
Citadel Advisors
Citadel Advisors
Florida
$236M
4
Morgan Stanley
Morgan Stanley
New York
$146M
5
PI
Putnam Investments
Massachusetts
$64.6M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$33.3M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$57.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$687M
4
Wells Fargo
Wells Fargo
California
$38.4M
5
BlackRock
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
726
Central Bank & Trust
Kentucky
$5K – – –
ETI
727
Enterprise Trust & Investment
California
$5K +$5K +31 New
RIM
728
Rockbridge Investment Management
New York
$4.73K – – –
PFBT
729
Parkside Financial Bank & Trust
Missouri
$4K -$1.52K -11 -28%
MWM
730
Mascoma Wealth Management
New Hampshire
$4K -$1.04K -6 -21%
HI
731
Hudock Inc
Pennsylvania
$4K – – –
EW
732
Evoke Wealth
California
$4K +$2.09K +12 +109%
SC
733
Schubert & Co
Texas
$4K +$2K +13 +100%
GKIM
734
GW&K Investment Management
Massachusetts
$4K +$3.33K +20 +500%
CA
735
Crewe Advisors
Utah
$4K +$4K +23 New
AWM
736
Atticus Wealth Management
Florida
$4K +$4K +24 New
FWA
737
FSC Wealth Advisors
New York
$4K +$4K +28 New
VNA
738
Valley National Advisers
Pennsylvania
$3K – – –
IFAM
739
Institutional & Family Asset Management
Colorado
$3K – – –
CB
740
CNB Bank
Pennsylvania
$3K – – –
CSB
741
City State Bank
Iowa
$3K – – –
WT
742
Washington Trust
Rhode Island
$3K – – –
TAIM
743
TD Ameritrade Investment Management
Nebraska
$3K – – –
BWA
744
BDO Wealth Advisors
Florida
$3K – – –
FRA
745
Front Row Advisors
California
$3K – – –
DI
746
Disciplined Investments
Oklahoma
$3K +$500 +3 +20%
CWM
747
Castle Wealth Management
Florida
$3K +$3K +22 New
WWM
748
Wolff Wiese Magana
California
$2K -$19.7K -148 -91%
MCM
749
MV Capital Management
Maryland
$2K -$4.6K -23 -70%
MFT
750
Moisand Fitzgerald Tamayo
Florida
$2K -$1.69K -11 -46%
28 29
30
31 32