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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 %
GFWA
801
Grey Fox Wealth Advisors
Delaware
$1.79K +$1.79K +10 New
Group One Trading
802
Group One Trading
Illinois
$1.79K +$1.79K +10 New
HWM
803
HighMark Wealth Management
Minnesota
$1.61K – – –
SIS
804
Sound Income Strategies
Florida
$1.61K – – –
OIA
805
Optimum Investment Advisors
Illinois
$1.25K – – –
FGAM
806
Financial Gravity Asset Management
Texas
$1.22K +$1.22K +179 New
JWM
807
Janiczek Wealth Management
Colorado
$1.16K – – –
NC
808
NewSquare Capital
Pennsylvania
$1.07K – – –
TAIM
809
TD Ameritrade Investment Management
Nebraska
$1K -$875 -7 -47%
FMP
810
Financial Management Professionals
Texas
$1K – – –
SC
811
Sierra Capital
Florida
$1K – – –
GBT
812
Grove Bank & Trust
Florida
$1K +$1K +7 New
GJIA
813
Glass Jacobson Investment Advisors
Maryland
$893 +$893 +5 New
MYAM
814
Meiji Yasuda Asset Management
Japan
$761 -$29 -160 -4%
GI
815
Gradient Investments
Minnesota
$714 +$714 +4 New
SWA
816
SOA Wealth Advisors
New York
$544 – – –
TWD
817
True Wealth Design
Ohio
$536 +$536 +3 New
CTA
818
Colonial Trust Advisors
South Carolina
$536 +$536 +3 New
TWP
819
TFO Wealth Partners
Ohio
$376 +$376 +3 New
BCMLT
820
Beacon Capital Management LLC (Tennessee)
Tennessee
$357 – – –
WA
821
WestEnd Advisors
North Carolina
$179 – – –
CMP
822
Coston McIsaac & Partners
Maine
$16 – – –
AAMU
823
AEGON Asset Management (UK)
United Kingdom
– -$11.6M -74,066 Closed
Marshall Wace
824
Marshall Wace
United Kingdom
– -$7.65M -49,013 Closed
WorldQuant Millennium Advisors
825
WorldQuant Millennium Advisors
New York
– -$6.63M -42,490 Closed
31 32
33
34 35