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CDW
CDW

Overview Fund Activity

788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
Boston Partners
Boston Partners
Massachusetts
$152M
3
Invesco
Invesco
Georgia
$372M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$358M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.3M
2
BlackRock
BlackRock
New York
$1.83B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$16.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$72.9M
5
Capital World Investors
Capital World Investors
California
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
801
L & S Advisors
California
– -$2.15M -11,009 Closed
PA
802
Paralel Advisors
Colorado
– -$1.97M -10,119 Closed
LA
803
LBP AM
France
– -$1.94M -9,963 Closed
BA
804
Bellwether Advisors
Nebraska
– -$1.8M -9,259 Closed
FC
805
FORA Capital
Florida
– -$1.72M -8,807 Closed
PWAG
806
Polaris Wealth Advisory Group
California
– -$1.42M -7,307 Closed
QIM
807
Quantitative Investment Management
Virginia
– -$1.39M -7,112 Closed
AAIS
808
ABN AMRO Investment Solutions
– -$1.26M -6,452 Closed
CWA
809
CM Wealth Advisors
Ohio
– -$1.04M -6,315 Closed
DF
810
Donoghue Forlines
Massachusetts
– -$1.21M -6,186 Closed
OWA
811
Outlook Wealth Advisors
Texas
– -$890K -4,565 Closed
VIM
812
Vinva Investment Management
Australia
– -$856K -4,505 Closed
VEA
813
Virtus ETF Advisers
New York
– -$865K -4,438 Closed
FA
814
FDx Advisors
Illinois
– -$777K -4,350 Closed
Los Angeles Capital Management
815
Los Angeles Capital Management
California
– -$834K -4,281 Closed
SIA
816
Strategic Investment Advisors
Michigan
– -$824K -4,229 Closed
SFFS
817
Stonehage Fleming Financial Services
Jersey
– -$804K -4,125 Closed
D.E. Shaw & Co
818
D.E. Shaw & Co
New York
– -$721K -3,700 Closed
NSB
819
Norway Savings Bank
Maine
– -$686K -3,519 Closed
IAIM
820
Industrial Alliance Investment Management
Quebec, Canada
– -$663K -3,404 Closed
FB
821
Fulton Bank
Pennsylvania
– -$661K -3,391 Closed
EAM
822
Empirical Asset Management
Massachusetts
– -$657K -3,371 Closed
MM
823
MQS Management
New York
– -$652K -3,343 Closed
SFS
824
Sowell Financial Services
Arkansas
– -$589K -3,022 Closed
OTL
825
Oak Thistle LLC
New York
– -$543K -2,788 Closed
31 32
33
34 35