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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
1
Fidelity Investments
Massachusetts
$767M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$234M
3
Citadel Advisors
3
Citadel Advisors
Florida
$236M
4
Morgan Stanley
4
Morgan Stanley
New York
$146M
5
PI
5
Putnam Investments
Massachusetts
$64.6M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$33.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$57.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$687M
4
Wells Fargo
4
Wells Fargo
California
$38.4M
5
BlackRock
5
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
826
Blue Square Asset Management
New York
– -$206K -1,151 Closed
BFO
827
Biltmore Family Office
North Carolina
– -$205K -1,146 Closed
KeyBank National Association
828
KeyBank National Association
Ohio
– -$204K -1,142 Closed
ACM
829
Alta Capital Management
Utah
– -$203K -1,135 Closed
KFC
830
Klingenstein Fields & Co
New York
– -$201K -1,126 Closed
TSW
831
Thompson Siegel & Walmsley
Virginia
– -$143K -800 Closed
M
832
Mirova
France
– -$131K -734 Closed
QT
833
Quantbot Technologies
New York
– -$127K -711 Closed
SQA
834
Simon Quick Advisors
New Jersey
– -$95K -534 Closed
APP
835
Alpha Paradigm Partners
Illinois
– -$55K -305 Closed
LAS
836
Lloyd Advisory Services
Georgia
– -$49K -275 Closed
ODG
837
O'Dell Group
Ohio
– -$40K -225 Closed
BEI
838
Benjamin Edwards Inc
Missouri
– -$33K -184 Closed
SCA
839
Sandy Cove Advisors
Massachusetts
– -$31K -174 Closed
DFCM
840
Dark Forest Capital Management
Puerto Rico
– -$15K -87 Closed
T
841
TCWP
Ohio
– -$13K -76 Closed
FAG
842
Fortitude Advisory Group
Washington
– -$13K -73 Closed
LTI
843
Laffer Tengler Investments
Tennessee
– -$5.9K -33 Closed
TF
844
Tompkins Financial
New York
– -$5K -30 Closed
TJHA
845
Thomas J. Herzfeld Advisors
Florida
– -$5K -30 Closed
CI
846
Cordant Inc
Oregon
– -$5K -26 Closed
BFC
847
Bedel Financial Consulting
Indiana
– -$4K -23 Closed
NFSG
848
Newbridge Financial Services Group
Florida
– -$4K -20 Closed
PAG
849
Paladin Advisory Group
Iowa
– -$2K -14 Closed
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