812 hedge funds and large institutions have $24.8B invested in CDW in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 309 increasing their positions, 320 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
-10
Holders Change %
-1.22%
% of All Funds
13%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
68
Increased
309
Reduced
320
Closed
67
Calls
$20.1M
Puts
$13.1M
Net Calls
+$7.04M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
401
Ethic Inc
New York
$1.09M +$346K +1,777 +47%
API
402
Advisor Partners II
California
$1.07M -$134K -687 -11%
Handelsbanken Fonder
403
Handelsbanken Fonder
Sweden
$1.07M +$419K +2,148 +64%
CWA
404
CM Wealth Advisors
Ohio
$1.04M +$1.04M +6,315 New
Lido Advisors
405
Lido Advisors
California
$1.04M -$146K -751 -12%
MYIA
406
Mount Yale Investment Advisors
Colorado
$1.03M +$39K +200 +4%
BHWM
407
Bar Harbor Wealth Management
New Hampshire
$1.01M -$17.9K -92 -2%
MGP
408
Metis Global Partners
California
$1M +$455K +2,334 +83%
BMCM
409
Burns Matteson Capital Management
New York
$990K +$6.24K +32 +0.6%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$983K +$34.3K +176 +4%
V
411
Veritable
Delaware
$978K -$240K -1,234 -20%
MYLI
412
Meiji Yasuda Life Insurance
Japan
$978K -$714K -3,663 -42%
AIM
413
Acropolis Investment Management
Missouri
$963K +$65.3K +335 +7%
PAM
414
Panagora Asset Management
Massachusetts
$953K -$555K -2,848 -37%
SIA
415
Schechter Investment Advisors
Michigan
$940K -$3.51K -18 -0.4%
KRSITF
416
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$939K -$5.65K -29 -0.6%
BP
417
Ballentine Partners
Massachusetts
$934K +$10.3K +53 +1%
SS
418
Simplicity Solutions
Minnesota
$926K +$299K +1,535 +48%
HBT
419
Hills Bank & Trust
Iowa
$922K +$246K +1,264 +36%
BFG
420
Bleakley Financial Group
New Jersey
$917K -$30.8K -158 -3%
UBG
421
United Bank (Georgia)
Georgia
$905K -$30.6K -157 -3%
GP
422
Girard Partners
Pennsylvania
$902K -$204K -1,049 -18%
GT
423
Glenview Trust
Kentucky
$891K +$51.8K +266 +6%
OWA
424
Outlook Wealth Advisors
Texas
$890K -$3.12K -16 -0.3%
ACA
425
Atlas Capital Advisors
Wyoming
$879K