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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
SFM
851
Signet Financial Management
New Jersey
– -$63K -310 Closed
RWA
852
RGT Wealth Advisors
Texas
– -$35K -171 Closed
FCA
853
FinTrust Capital Advisors
South Carolina
– -$35K -169 Closed
TCWM
854
Total Clarity Wealth Management
Illinois
– -$30K -148 Closed
NICM
855
Neo Ivy Capital Management
New York
– -$29K -144 Closed
FEG
856
Financial Enhancement Group
Indiana
– -$28K -138 Closed
JFA
857
JNBA Financial Advisors
Minnesota
– -$20K -98 Closed
CCA
858
Catalyst Capital Advisors
New York
– -$16K -76 Closed
First Manhattan
859
First Manhattan
New York
– -$12K -60 Closed
NL
860
NVWM LLC
Pennsylvania
– -$11K -54 Closed
Optiver Holding
861
Optiver Holding
Netherlands
– -$8K -43 Closed
CWS
862
Confluence Wealth Services
Pennsylvania
– -$7K -35 Closed
FFA
863
Freedman Financial Associates
Massachusetts
– -$7K -34 Closed
DWA
864
Delos Wealth Advisors
Texas
– -$7K -33 Closed
RAM
865
Riggs Asset Management
Pennsylvania
– -$7K -32 Closed
BC
866
Barnett & Company
Tennessee
– -$6K -30 Closed
AWA
867
Amplius Wealth Advisors
Pennsylvania
– -$4K -20 Closed
TFO
868
Tarbox Family Office
California
– -$3K -17 Closed
AIM
869
Anchor Investment Management
South Carolina
– -$2.87K -14 Closed
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
– -$2K -9 Closed
WFS
871
Widmann Financial Services
Maryland
– -$1K -7 Closed
CAL
872
Capital Advisors Ltd
Ohio
– -$1K -3 Closed
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
– +$366 +2 New
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.