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CDW
CDW

777 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, 289 increasing their positions, 281 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 281

0.58% more ownership

Funds ownership: 92.49% → 93.07% (+0.58%)

3% less funds holding

Funds holding: 805 → 777 (-28)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

12% less capital invested

Capital invested by funds: $25.6B → $22.4B (-$3.18B)

14% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $16.5M

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 98

Holders
777
Holders Change
-28
Holders Change %
-3.48%
% of All Funds
12.26%
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
289
Reduced
281
Closed
98
Calls
$14.2M
Puts
$16.5M
Net Calls
-$2.31M
Net Calls Change
+$16M

Top Buyers

1
LP
Longview Partners
Guernsey
+$514M
2
BlackRock
BlackRock
New York
+$282M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$103M
4
FMI
Fiduciary Management Inc
Wisconsin
+$92.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$65.7M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$280M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$239M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
826
Susquehanna Fundamental Investments
Pennsylvania
– -$253K -1,235 Closed
MPM
827
MBB Public Markets
Illinois
– -$251K -1,225 Closed
DBT
828
Dubuque Bank & Trust
Iowa
– -$249K -1,214 Closed
HWM
829
HB Wealth Management
Georgia
– -$249K -1,214 Closed
BAM
830
Barrett Asset Management
New York
– -$245K -1,198 Closed
ACM
831
Advisors Capital Management
New Jersey
– -$245K -1,197 Closed
JCM
832
Jacobi Capital Management
Pennsylvania
– -$226K -1,101 Closed
HCMT
833
Highland Capital Management (Tennessee)
Tennessee
– -$223K -1,088 Closed
QI
834
Qtron Investments
Massachusetts
– -$223K -1,087 Closed
BBNA
835
Bremer Bank National Association
Minnesota
– -$222K -1,086 Closed
FWM
836
Fairhaven Wealth Management
Illinois
– -$222K -1,083 Closed
GL
837
Graypoint LLC
New York
– -$216K -1,053 Closed
WCM Investment Management
838
WCM Investment Management
California
– -$214K -1,043 Closed
DILIC
839
Dai-ichi Life Insurance Company
Japan
– -$212K -1,036 Closed
PWM
840
Perigon Wealth Management
California
– -$211K -1,033 Closed
EWM
841
Empirical Wealth Management
Washington
– -$211K -1,031 Closed
GWM
842
Greenwich Wealth Management
Connecticut
– -$209K -1,023 Closed
CI
843
Conning Inc
Connecticut
– -$208K -1,014 Closed
OAM
844
Oak Asset Management
California
– -$206K -1,005 Closed
PWPS
845
Pinnacle Wealth Planning Services
Ohio
– -$204K -995 Closed
CG
846
Caprock Group
Idaho
– -$203K -991 Closed
GA
847
GraniteShares Advisors
New York
– -$128K -628 Closed
FA
848
Fortis Advisors
Pennsylvania
– -$109K -531 Closed
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$104K -506 Closed
LSA
850
Leonteq Securities AG
Switzerland
– -$64.5K -315 Closed
31 32 33
34
35

CDW Hedge Fund Activity: Q1 2022 in Review

777 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2022, worth a combined $22.4B — down 12% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of CDW and 76 opened new positions — a net loss of 22 holders — while 281 trimmed existing stakes and 289 added.

The largest buyer was Longview Partners, adding an estimated $514M. The largest seller was Lazard Asset Management, cutting an estimated $280M.

  • 777 institutional investors held CDW (CDW) as of Q1 2022, down from 805 in Q4 2021.
  • Funds reported $22.4B of CDW stock for Q1 2022, down 12% quarter-over-quarter.
  • 76 funds opened new CDW positions in Q1 2022 and 98 closed out, a net change of -22 holders.
  • The largest CDW buyer in Q1 2022 was Longview Partners, an estimated $514M added.
  • The largest CDW seller in Q1 2022 was Lazard Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.