CDW
815 hedge funds and large institutions have $24.8B invested in CDW in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 309 increasing their positions, 320 reducing their positions, and 67 closing their positions.
54% more call options, than puts
Call options by funds: $20.1M | Put options by funds: $13.1M
12% more capital invested
Capital invested by funds: $22B → $24.8B (+$2.73B)
3.72% more ownership
Funds ownership: 91.26% → 94.98% (+3.7%)
3% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 67
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
3% less repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 320
1% less funds holding
Funds holding: 824 → 815 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$625M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$297M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$284M |
| 4 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$150M |
| 5 |
CCM
Cantillon Capital Management
New York
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$264M |
| 2 |
Select Equity Group
New York
|
-$225M |
| 3 |
Millennium Management
New York
|
-$83.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$65.2M |
| 5 |
Renaissance Technologies
New York
|
-$65.1M |
CDW Hedge Fund Activity: Q1 2023 in Review
815 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in CDW (CDW) for Q1 2023, worth a combined $24.8B — up 12% from $22B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new CDW positions and 67 closed out — a net gain of 2 holders — while 309 added to existing stakes and 320 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $625M. The largest seller was Wellington Management Group, cutting an estimated $264M.
- 815 institutional investors held CDW (CDW) as of Q1 2023, down from 824 in Q4 2022.
- Funds reported $24.8B of CDW stock for Q1 2023, up 12% quarter-over-quarter.
- 69 funds opened new CDW positions in Q1 2023 and 67 closed out, a net change of +2 holders.
- The largest CDW buyer in Q1 2023 was Morgan Stanley, an estimated $625M added.
- The largest CDW seller in Q1 2023 was Wellington Management Group, an estimated $264M sold.
Based on aggregated 13F filings for Q1 2023.