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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 %
FBT
751
First Bank & Trust
South Dakota
$2K – – –
GGI
752
Godsey & Gibb Inc
Virginia
$2K – – –
PP
753
Pacifica Partners
Canada
$2K – – –
NIC
754
Northwest Investment Counselors
Oregon
$2K – – –
UFF
755
USA Financial Formulas
Michigan
$2K – – –
UWM
756
Urban Wealth Management
California
$2K +$2K +14 New
EBA
757
Eagle Bay Advisors
New York
$1.87K -$23.5K -151 -93%
CP
758
Castleview Partners
Texas
$1.47K -$13.9K -151 -90%
MGIM
759
M&G Investment Management
United Kingdom
$1.08K +$9 +55 +0.8%
NC
760
NewSquare Capital
Pennsylvania
$1K -$3.6M -21,595 -100%
S
761
Surevest
California
$1K – – –
FMP
762
Financial Management Professionals
Texas
$1K – – –
PVH
763
Psagot Value Holdings
Israel
$1K – – –
JWM
764
Janiczek Wealth Management
Colorado
$1K – – –
HWM
765
HighMark Wealth Management
Minnesota
$1K – – –
SC
766
Sierra Capital
Florida
$1K – – –
SIS
767
Sound Income Strategies
Florida
$1K – – –
BMD
768
Better Money Decisions
New Mexico
$1K +$1K +6 New
ED
769
Exane Derivatives
France
$788 – – –
FSWA
770
Financial Synergies Wealth Advisors
Texas
$631 +$631 +4 New
WA
771
WestEnd Advisors
North Carolina
$157 +$157 +1 New
MSV
772
MN Services Vermogensbeheer
Netherlands
– -$18.2M -101,800 Closed
WP
773
Woodline Partners
California
– -$9.02M -50,403 Closed
MF
774
Magnetar Financial
Illinois
– -$3.66M -20,442 Closed
MSL
775
Mackay Shields LLC
New York
– -$3.51M -19,626 Closed
29 30
31
32 33