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CDW
CDW

Overview Fund Activity

822 hedge funds and large institutions have $22B invested in CDW in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 296 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+47
Holders Change %
+6.06%
% of All Funds
13.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
115
Increased
296
Reduced
291
Closed
51
Calls
$13.9M
Puts
$13.4M
Net Calls
+$465K
Net Calls Change
-$4.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$436M
2
CCM
Cantillon Capital Management
New York
$90M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$152M
5
Invesco
Invesco
Georgia
$225M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$71.9M
2
Victory Capital Management
Victory Capital Management
Texas
$60.4M
3
Millennium Management
Millennium Management
New York
$81.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$787M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$590M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
776
Schubert & Co
Texas
$7.14K -$536 -3 -7%
DWP
777
Destiny Wealth Partners
Florida
$6.97K – – –
BWL
778
Bogart Wealth LLC
Virginia
$6.97K +$6.97K +39 New
SA
779
SRH Advisors
Kansas
$6K – – –
CA
780
Centerpoint Advisors
Massachusetts
$6K – – –
MWM
781
Mascoma Wealth Management
New Hampshire
$5.72K +$5.72K +32 New
SWA
782
Sutton Wealth Advisors
Florida
$4.82K +$179 +1 +4%
RTL
783
Red Tortoise LLC
Georgia
$4.29K +$4.29K +24 New
CA
784
Crewe Advisors
Utah
$4.11K -$5.36K -30 -57%
HIA
785
Harbor Investment Advisory
Maryland
$4.11K – – –
WT
786
Washington Trust
Rhode Island
$3.57K – – –
NFSG
787
Newbridge Financial Services Group
Florida
$3.57K – – –
FCA
788
Fortis Capital Advisors
Kansas
$3.57K +$3.57K +20 New
BWA
789
BDO Wealth Advisors
Florida
$3.39K – – –
SIC
790
SJS Investment Consulting
Ohio
$3.39K +$2.14K +12 +171%
TC
791
Truvestments Capital
Florida
$3.04K +$3.04K +17 New
BHWM
792
Beaird Harris Wealth Management
Texas
$3.04K +$3.04K +17 New
FRA
793
Front Row Advisors
California
$3K – – –
CSB
794
City State Bank
Iowa
$3K – – –
AWM
795
Abound Wealth Management
Tennessee
$2.86K +$1.43K +8 +100%
CB
796
CNB Bank
Pennsylvania
$2.86K – – –
DI
797
Disciplined Investments
Oklahoma
$2.68K -$536 -3 -17%
WWM
798
Wolff Wiese Magana
California
$2.68K – – –
GGI
799
Godsey & Gibb Inc
Virginia
$2.68K +$2.68K +15 New
ADL
800
Asset Dedication LLC
California
$2K +$2K +8 New
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