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CDW
CDW

Overview Fund Activity

774 hedge funds and large institutions have $22.4B invested in CDW in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 280 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
12.25%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
76
Increased
288
Reduced
280
Closed
97
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$628M
2
BlackRock
2
BlackRock
New York
$1.98B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$100M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$90.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$140M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$1.24M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$225M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$507M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$459M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$883M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
826
HB Wealth Management
Georgia
– -$249K -1,214 Closed
BAM
827
Barrett Asset Management
New York
– -$245K -1,198 Closed
ACM
828
Advisors Capital Management
New Jersey
– -$245K -1,197 Closed
JCM
829
Jacobi Capital Management
Pennsylvania
– -$226K -1,101 Closed
HCMT
830
Highland Capital Management (Tennessee)
Tennessee
– -$223K -1,088 Closed
QI
831
Qtron Investments
Massachusetts
– -$223K -1,087 Closed
BBNA
832
Bremer Bank National Association
Minnesota
– -$222K -1,086 Closed
FWM
833
Fairhaven Wealth Management
Illinois
– -$222K -1,083 Closed
GL
834
Graypoint LLC
New York
– -$216K -1,053 Closed
WCM Investment Management
835
WCM Investment Management
California
– -$214K -1,043 Closed
DILIC
836
Dai-ichi Life Insurance Company
Japan
– -$212K -1,036 Closed
PWM
837
Perigon Wealth Management
California
– -$211K -1,033 Closed
EWM
838
Empirical Wealth Management
Washington
– -$211K -1,031 Closed
GWM
839
Greenwich Wealth Management
Connecticut
– -$209K -1,023 Closed
CI
840
Conning Inc
Connecticut
– -$208K -1,014 Closed
OAM
841
Oak Asset Management
California
– -$206K -1,005 Closed
PWPS
842
Pinnacle Wealth Planning Services
Ohio
– -$204K -995 Closed
CG
843
Caprock Group
Idaho
– -$203K -991 Closed
GA
844
GraniteShares Advisors
New York
– -$128K -628 Closed
FA
845
Fortis Advisors
Pennsylvania
– -$109K -531 Closed
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$104K -506 Closed
SFM
847
Signet Financial Management
New Jersey
– -$63K -310 Closed
RWA
848
RGT Wealth Advisors
Texas
– -$35K -171 Closed
FCA
849
FinTrust Capital Advisors
South Carolina
– -$35K -169 Closed
TCWM
850
Total Clarity Wealth Management
Illinois
– -$30K -148 Closed
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