772 hedge funds and large institutions have $19.7B invested in CDW in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 275 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
13.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
87
Increased
275
Reduced
298
Closed
79
Calls
$14.8M
Puts
$4.17M
Net Calls
+$10.6M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
401
NewEdge Advisors
Louisiana
$775K +$775K +4,919 New
BMCM
402
Burns Matteson Capital Management
New York
$774K +$14K +89 +2%
KFA
403
Kelleher Financial Advisors
New York
$771K +$771K +4,899 New
UBG
404
United Bank (Georgia)
Georgia
$769K +$769K +4,881 New
MYIA
405
Mount Yale Investment Advisors
Colorado
$764K -$6.94K -44 -0.9%
RCIM
406
Red Cedar Investment Management
Michigan
$759K -$298K -1,890 -28%
Impax Asset Management Group
407
Impax Asset Management Group
United Kingdom
$756K -$8.19K -52 -1%
BA
408
Bridgewater Associates
Connecticut
$750K +$750K +4,757 New
OWA
409
Outlook Wealth Advisors
Texas
$740K +$11.3K +72 +2%
Creative Planning
410
Creative Planning
Kansas
$738K +$192K +1,221 +35%
AIM
411
Acropolis Investment Management
Missouri
$737K -$15K -95 -2%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$729K +$86.7K +550 +14%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$727K +$96.1K +610 +15%
BP
414
Ballentine Partners
Massachusetts
$720K +$1.1K +7 +0.2%
CQS
415
Credential Qtrade Securities
$709K +$39.4K +250 +6%
HAG
416
HighPoint Advisor Group
Illinois
$709K +$709K +4,484 New
RCA
417
Resonant Capital Advisors
Wisconsin
$706K +$28.8K +183 +4%
QCM
418
Quantinno Capital Management
New York
$702K +$399K +2,534 +132%
AAM
419
Azzad Asset Management
Virginia
$702K +$702K +6,028 New
Federated Hermes
420
Federated Hermes
Pennsylvania
$695K +$658K +4,177 +1,785%
CC
421
Centiva Capital
New York
$693K +$42.4K +269 +7%
MYAM
422
Meiji Yasuda Asset Management
Japan
$686K +$20.3K +129 +3%
AC
423
Allstate Corporation
Illinois
$682K -$29.6K -188 -4%
MCM
424
Manchester Capital Management
Vermont
$680K -$2.68K -17 -0.4%
RIM
425
Redpoint Investment Management
Australia
$676K -$54.4K -345 -7%