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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 %
HWMA
801
Heritage Wealth Management (Arizona)
Arizona
– -$494K -2,761 Closed
QT
802
Quantamental Technologies
New York
– -$451K -2,519 Closed
Nomura Holdings
803
Nomura Holdings
Japan
– -$444K -2,500 Closed
AIA
804
Affinity Investment Advisors
California
– -$439K -2,456 Closed
WA
805
Wealth Alliance
New York
– -$407K -2,272 Closed
MG
806
Mather Group
Illinois
– -$405K -2,266 Closed
IRF
807
IBM Retirement Fund
New York
– -$384K -2,148 Closed
MM
808
MQS Management
New York
– -$349K -1,949 Closed
CRCM
809
Corbett Road Capital Management
Virginia
– -$345K -1,931 Closed
SPC
810
Sigma Planning Corp
Michigan
– -$336K -1,879 Closed
AAM
811
Arabesque Asset Management
United Kingdom
– -$320K -1,789 Closed
GF
812
Gries Financial
Ohio
– -$316K -1,767 Closed
Group One Trading
813
Group One Trading
Illinois
– -$313K -1,750 Closed
AG
814
AIA Group
Hong Kong
– -$312K -1,746 Closed
GC
815
Gilbert & Cook
Iowa
– -$298K -1,664 Closed
IAIM
816
Industrial Alliance Investment Management
Quebec, Canada
– -$284K -1,587 Closed
MSAM
817
Moloney Securities Asset Management
Missouri
– -$265K -1,482 Closed
FA
818
Fermata Advisors
California
– -$242K -1,349 Closed
PF
819
Phoenix Financial
Israel
– -$234K -1,309 Closed
Koshinski Asset Management
820
Koshinski Asset Management
Illinois
– -$225K -1,258 Closed
CC
821
Courier Capital
New York
– -$221K -1,238 Closed
AMCA
822
Arthur M. Cohen & Associates
Illinois
– -$217K -1,213 Closed
YIH
823
Y-Intercept (HK)
Hong Kong
– -$214K -1,199 Closed
MCA
824
Magnolia Capital Advisors
Mississippi
– -$214K -1,198 Closed
V
825
VeraBank
Texas
– -$208K -1,160 Closed
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