We are live on ! Find out more

704 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 263 increasing their positions, 236 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 39

68% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $10.6M

11% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 236

11% more funds holding

Funds holding: 633704 (+71)

9% more capital invested

Capital invested by funds: $15.8B → $17.3B (+$1.5B)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.63% less ownership

Funds ownership: 92.83%91.2% (-1.6%)

Holders
704
Holders Change
+71
Holders Change %
+11.22%
% of All Funds
12.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
116
Increased
263
Reduced
236
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$23.4M +$4.5M +34,338 +24%
UBS Group
102
UBS Group
Switzerland
$22.6M +$11.1M +84,870 +98%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$22.1M +$3.87M +29,588 +21%
Barclays
104
Barclays
United Kingdom
$21.7M +$7.04M +53,769 +48%
Allianz Asset Management
105
Allianz Asset Management
Germany
$21.6M -$10.7M -81,824 -33%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$21.3M +$236K +1,800 +1%
Truist Financial
107
Truist Financial
North Carolina
$20.9M +$336K +2,569 +2%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$20.7M +$2.24M +17,106 +12%
PAS
109
Professional Advisory Services
Florida
$19.8M -$2.01M -15,384 -9%
ProShare Advisors
110
ProShare Advisors
Maryland
$18.8M +$2.82M +21,515 +18%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$18.6M +$99K +756 +0.5%
CRC
112
Curi RMB Capital
Illinois
$18.2M +$1.38M +10,569 +8%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$17.8M +$9.12M +69,674 +107%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$17.8M -$271K -2,067 -2%
Fidelity International
115
Fidelity International
Bermuda
$17.7M +$78.8K +602 +0.5%
NC
116
Nicholas Company
Wisconsin
$17.7M +$78.6K +600 +0.4%
BRIM
117
Broad Run Investment Management
Virginia
$17.5M +$17.4M +132,999 New
Natixis Advisors
118
Natixis Advisors
Massachusetts
$17.5M -$3.32M -25,361 -16%
CG
119
Colony Group
Massachusetts
$17.4M -$482K -3,682 -3%
PGDP
120
Pragma Gestao de Patrimonio
Brazil
$17.1M +$2.29M +17,500 +16%
Prudential Financial
121
Prudential Financial
New Jersey
$16.3M +$15.4K +118 +0.1%
Comerica Bank
122
Comerica Bank
Texas
$16.2M +$312K +2,382 +2%
GIA
123
Gateway Investment Advisers
Ohio
$16M -$11.8K -90 -0.1%
M&T Bank
124
M&T Bank
New York
$15.9M +$2.16M +16,463 +16%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$15.7M -$751K -5,735 -5%

CDW Hedge Fund Activity: Q4 2020 in Review

704 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q4 2020, worth a combined $17.3B — up 9.5% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CDW positions and 39 closed out — a net gain of 77 holders — while 263 added to existing stakes and 236 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $117M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $416M.

  • 704 institutional investors held CDW (CDW) as of Q4 2020, up from 633 in Q3 2020.
  • Funds reported $17.3B of CDW stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 116 funds opened new CDW positions in Q4 2020 and 39 closed out, a net change of +77 holders.
  • The largest CDW buyer in Q4 2020 was Mawer Investment Management, an estimated $117M added.
  • The largest CDW seller in Q4 2020 was Kayne Anderson Rudnick Investment Management, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2020.