CDW icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
CA
751
Centerpoint Advisors
Massachusetts
$7K 35 – –
RAM
752
Riggs Asset Management
Pennsylvania
$7K 32 – –
SA
753
SRH Advisors
Kansas
$7K 34 – –
BWM
754
BerganKDV Wealth Management
Minnesota
$7K 36 – –
FFA
755
Freedman Financial Associates
Massachusetts
$7K 34 – –
DWA
756
Delos Wealth Advisors
Texas
$7K 33 +33 New
CWS
757
Confluence Wealth Services
Pennsylvania
$7K 35 +35 New
RIM
758
Rockbridge Investment Management
New York
$6K 30 – –
CBT
759
Central Bank & Trust
Kentucky
$6K 30 – –
HI
760
Hudock Inc
Pennsylvania
$6K 30 – –
TJHA
761
Thomas J. Herzfeld Advisors
Florida
$6K 30 +6 +25%
BC
762
Barnett & Company
Tennessee
$6K 30 +30 New
TF
763
Tompkins Financial
New York
$6K 30 +30 New
SWA
764
Sutton Wealth Advisors
Florida
$5.53K 27 – –
PFBT
765
Parkside Financial Bank & Trust
Missouri
$5K 25 -4 -14%
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K 20 -20 -50%
IFAM
767
Institutional & Family Asset Management
Colorado
$4K 21 -8 -28%
BWA
768
BDO Wealth Advisors
Florida
$4K 19 – –
WT
769
Washington Trust
Rhode Island
$4K 20 – –
VNA
770
Valley National Advisers
Pennsylvania
$4K 20 – –
CSB
771
City State Bank
Iowa
$4K 18 +18 New
AWA
772
Amplius Wealth Advisors
Pennsylvania
$4K 20 +20 New
PP
773
Pacifica Partners
Canada
$3K 14 – –
HIA
774
Harbor Investment Advisory
Maryland
$3K 13 – –
TFO
775
Tarbox Family Office
California
$3K 17 – –
29 30
31
32 33