533 hedge funds and large institutions have $10.5B invested in CDW in 2018 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 171 increasing their positions, 215 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+25
Holders Change %
+4.92%
% of All Funds
11.89%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
85
Increased
171
Reduced
215
Closed
57
Calls
$18.1M
Puts
$15.3M
Net Calls
+$2.87M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWA
401
Sound View Wealth Advisors
Georgia
$252K +$252K +3,113 New
TSS
402
Two Sigma Securities
New York
$248K +$248K +3,065 New
SS
403
Simplicity Solutions
Minnesota
$243K -$51.2K -630 -17%
HPC
404
Hobart Private Capital
North Carolina
$242K -$20.6K -254 -8%
JIC
405
Johnson Investment Counsel
Ohio
$241K -$23K -284 -9%
OWA
406
One Wealth Advisors
California
$240K -$36.3K -449 -13%
BHTS
407
Bar Harbor Trust Services
Maine
$238K
MAM
408
Martingale Asset Management
Massachusetts
$238K +$238K +2,913 New
QI
409
Qtron Investments
Massachusetts
$236K +$236K +2,915 New
SWP
410
Stratos Wealth Partners
Ohio
$232K +$162 +2 +0.1%
ACM
411
Alta Capital Management
Utah
$231K +$19.4K +240 +9%
SSWM
412
Smith Salley Wealth Management
North Carolina
$230K -$5.5K -68 -2%
CCA
413
Catalyst Capital Advisors
New York
$219K
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$217K +$15.5K +192 +8%
PTC
415
Petrus Trust Company
Texas
$215K -$114K -1,410 -35%
FAAS
416
First Allied Advisory Services
California
$209K -$25.2K -315 -11%
AWM
417
AE Wealth Management
Kansas
$205K -$201K -2,482 -50%
Creative Planning
418
Creative Planning
Kansas
$204K -$12.8K -157 -6%
QT
419
Quantamental Technologies
New York
$203K +$203K +2,503 New
LPWM
420
Lake Point Wealth Management
Texas
$200K +$200K +2,473 New
NL
421
NKCFO LLC
Illinois
$192K +$192K +2,375 New
BWP
422
Baldwin Wealth Partners
Massachusetts
$184K
ER
423
Enlightenment Research
Florida
$170K +$170K +2,100 New
PCM
424
Prelude Capital Management
New York
$160K +$65.8K +810 +70%
NIPH
425
NN Investment Partners Holdings
Netherlands
$150K -$10.9M -134,829 -99%