858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
376
Regions Financial Corp
Alabama
$1.4M -$90.5K -398 -6%
RL
377
Retireful LLC
Michigan
$1.39M -$2.89M -12,698 -67%
HBT
378
Hills Bank & Trust
Iowa
$1.37M -$1.36K -6 -0.1%
Cambridge Investment Research Advisors
379
Cambridge Investment Research Advisors
Iowa
$1.36M +$30.2K +133 +2%
VWM
380
Venturi Wealth Management
Texas
$1.35M -$80.7K -355 -6%
SYBT
381
Stock Yards Bank & Trust
Kentucky
$1.34M -$103K -451 -7%
Wealthfront Advisers
382
Wealthfront Advisers
California
$1.34M +$123K +539 +10%
CNC
383
Citizens & Northern Corp
Pennsylvania
$1.34M -$52.7K -232 -4%
BP
384
Ballentine Partners
Massachusetts
$1.33M +$214K +941 +19%
NB
385
Norinchukin Bank
Japan
$1.33M +$154K +678 +13%
Lido Advisors
386
Lido Advisors
California
$1.33M +$62.7K +276 +5%
MG
387
Mather Group
Illinois
$1.31M -$17.7K -78 -1%
CWM
388
Connecticut Wealth Management
Connecticut
$1.3M +$1.3M +5,717 New
BCI
389
Brinker Capital Investments
Pennsylvania
$1.27M +$132K +605 +12%
OPS
390
Orion Portfolio Solutions
Nebraska
$1.27M +$132K +605 +12%
SA
391
SRN Advisors
Pennsylvania
$1.25M -$196K -861 -14%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$1.24M -$21.1K -93 -2%
HZ
393
Hixon Zuercher
Ohio
$1.24M +$1.24M +5,449 New
AIP
394
Ameritas Investment Partners
Nebraska
$1.23M +$883K +3,885 +251%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$47.5K +209 +4%
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$1.21M -$108K -474 -8%
TFS
397
Thoroughbred Financial Services
Tennessee
$1.2M -$278K -1,225 -19%
AAS
398
Avantax Advisory Services
Texas
$1.18M +$87.5K +385 +8%
HKIMG
399
Hutchens & Kramer Investment Management Group
Indiana
$1.17M -$179K -786 -13%
AIC
400
Aurora Investment Counsel
Georgia
$1.17M +$28.5K +165 +2%