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

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$33.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$57.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$687M
4
Wells Fargo
4
Wells Fargo
California
$38.4M
5
BlackRock
5
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
776
Beacon Pointe Advisors
California
– -$3.18M -17,801 Closed
BRC
777
Bishop Rock Capital
New York
– -$2.84M -15,854 Closed
VanEck Associates
778
VanEck Associates
New York
– -$2.72M -15,189 Closed
KWILP
779
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.2M -12,288 Closed
Wealth Enhancement Advisory Services
780
Wealth Enhancement Advisory Services
Minnesota
– -$2.12M -11,843 Closed
TC
781
TwinBeech Capital
New York
– -$2.1M -11,751 Closed
BHTS
782
Bar Harbor Trust Services
Maine
– -$1.3M -7,265 Closed
SC
783
SRB Corp
Massachusetts
– -$1.29M -7,181 Closed
ZIG
784
Zurich Insurance Group
Switzerland
– -$1.25M -7,000 Closed
LP
785
LMR Partners
United Kingdom
– -$1.16M -6,507 Closed
CCIA
786
Campbell & Co Investment Adviser
Maryland
– -$1.14M -6,384 Closed
CAAS
787
Capital Asset Advisory Services
Michigan
– -$1.1M -6,127 Closed
AO
788
Advisor OS
Illinois
– -$984K -5,502 Closed
LA
789
LVW Advisors
New York
– -$883K -4,938 Closed
SEC
790
Seven Eight Capital
New York
– -$756K -4,227 Closed
BHCM
791
Boulder Hill Capital Management
New York
– -$751K -4,200 Closed
SO
792
STRS Ohio
Ohio
– -$676K -3,782 Closed
AWM
793
Axxcess Wealth Management
California
– -$656K -3,668 Closed
IWA
794
Intercontinental Wealth Advisors
Texas
– -$655K -3,660 Closed
IC
795
Intersect Capital
California
– -$635K -3,549 Closed
CCS
796
Concentric Capital Strategies
Connecticut
– -$626K -3,500 Closed
Capstone Investment Advisors
797
Capstone Investment Advisors
New York
– -$574K -3,207 Closed
CIM
798
Caldwell Investment Management
Ontario, Canada
– -$567K -3,170 Closed
MPPW
799
Mitchell & Pahl Private Wealth
Oklahoma
– -$548K -3,061 Closed
GHA
800
GW Henssler & Associates
Georgia
– -$504K -2,818 Closed
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