692 hedge funds and large institutions have $21.5B invested in CDW in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 253 increasing their positions, 263 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-7
Holders Change %
-1%
% of All Funds
12.19%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
83
Increased
253
Reduced
263
Closed
85
Calls
$38.6M
Puts
$18.4M
Net Calls
+$20.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
401
Capital Asset Advisory Services
Michigan
$728K +$114K +686 +19%
ASN
402
Advisory Services Network
Georgia
$722K +$347K +2,099 +93%
UCFA
403
United Capital Financial Advisors
Texas
$719K +$6.46K +39 +0.9%
AP
404
Advisor Partners
California
$717K -$71.1K -429 -9%
DWA
405
Douglass Winthrop Advisors
New York
$705K
WSCM
406
Wellington Shields Capital Management
New York
$704K
PAS
407
Park Avenue Securities
New York
$691K +$87.9K +530 +15%
OWA
408
Outlook Wealth Advisors
Texas
$690K -$12.3K -74 -2%
HAG
409
HighPoint Advisor Group
Illinois
$689K -$20.7K -118 -3%
WAM
410
World Asset Management
Michigan
$687K -$48.2K -270 -7%
MFG
411
Merit Financial Group
Georgia
$674K -$28.7K -173 -4%
DBT
412
Dubuque Bank & Trust
Iowa
$666K +$12.8K +77 +2%
APA
413
American Portfolios Advisors
New York
$656K +$519K +3,131 +378%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$655K +$3.31K +20 +0.5%
GHA
415
GW Henssler & Associates
Georgia
$645K
CWM
416
Calamos Wealth Management
Illinois
$645K
MCM
417
MAI Capital Management
Ohio
$633K +$47.6K +287 +8%
Cerity Partners
418
Cerity Partners
New York
$615K -$39.9K -241 -6%
AAM
419
Azzad Asset Management
Virginia
$615K +$24.9K +150 +4%
LFF
420
Level Four Financial
Texas
$614K -$44.6K -269 -7%
BAM
421
Burgundy Asset Management
Ontario, Canada
$606K
IC
422
Intersect Capital
California
$591K -$166 -1 -0%
EMG
423
ETF Managers Group
New Jersey
$582K +$89.9K +546 +18%
SGAM
424
Smith Group Asset Management
Texas
$575K -$4.13M -24,920 -88%
Creative Planning
425
Creative Planning
Kansas
$571K -$68.6K -414 -11%