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332 hedge funds and large institutions have $6.78B invested in CDW in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 126 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.08M

14% more capital invested

Capital invested by funds: $5.96B → $6.78B (+$826M)

3% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 126

7% less funds holding

Funds holding: 357332 (-25)

42% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 59

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
332
Holders Change
-25
Holders Change %
-7%
% of All Funds
8.86%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.21%
New
34
Increased
122
Reduced
126
Closed
59
Calls
$2.11M
Puts
$1.08M
Net Calls
+$1.03M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$905M +$11.3M +256,591 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$649M +$41.3M +942,474 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$341M +$5.56M +126,678 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$299M -$9.66M -220,225 -3%
ACM
5
Atlanta Capital Management
Georgia
$206M -$99.7K -2,273 -0.1%
BIT
6
BlackRock Institutional Trust
California
$190M +$8.9M +202,961 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$174M +$85.9M +1,958,467 +106%
Harris Associates
8
Harris Associates
Illinois
$169M +$117M +2,668,410 +259%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$166M +$14.8M +336,514 +10%
State Street
10
State Street
Massachusetts
$122M +$5.25M +119,780 +5%
Wells Fargo
11
Wells Fargo
California
$112M +$8.74M +199,271 +9%
American Century Companies
12
American Century Companies
Missouri
$112M +$4.12M +93,865 +4%
BIM
13
BlackRock Investment Management
Delaware
$108M -$5.74M -130,923 -5%
Bessemer Group
14
Bessemer Group
New Jersey
$106M +$1.41M +32,174 +1%
Jennison Associates
15
Jennison Associates
New York
$103M -$423K -9,652 -0.4%
FAM
16
Fenimore Asset Management
New York
$91.8M +$422K +9,625 +0.5%
Bank of America
17
Bank of America
North Carolina
$91.5M +$1.47M +33,505 +2%
MP
18
Makaira Partners
California
$83.9M -$19M -432,830 -19%
BFA
19
BlackRock Fund Advisors
California
$79.4M +$2.76M +62,854 +4%
Boston Partners
20
Boston Partners
Massachusetts
$77.8M +$1.28M +29,261 +2%
BA
21
BlackRock Advisors
Delaware
$76.6M -$8.96M -204,346 -11%
AllianceBernstein
22
AllianceBernstein
Tennessee
$75.1M +$2.86M +65,159 +4%
Victory Capital Management
23
Victory Capital Management
Texas
$70.2M +$62.3M +1,421,317 +1,240%
MIH
24
Madison Investment Holdings
Wisconsin
$70.2M +$3.39M +77,288 +5%
Allianz Asset Management
25
Allianz Asset Management
Germany
$66M -$23.8M -543,530 -27%

CDW Hedge Fund Activity: Q3 2016 in Review

332 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q3 2016, worth a combined $6.78B — up 14% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CDW and 34 opened new positions — a net loss of 25 holders — while 126 trimmed existing stakes and 122 added.

The largest buyer was Harris Associates, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $48.3M.

  • 332 institutional investors held CDW (CDW) as of Q3 2016, down from 357 in Q2 2016.
  • Funds reported $6.78B of CDW stock for Q3 2016, up 14% quarter-over-quarter.
  • 34 funds opened new CDW positions in Q3 2016 and 59 closed out, a net change of -25 holders.
  • The largest CDW buyer in Q3 2016 was Harris Associates, an estimated $117M added.
  • The largest CDW seller in Q3 2016 was T. Rowe Price Associates, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2016.