788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$935K +$9.36K +51 +1%
AIM
402
Acropolis Investment Management
Missouri
$930K +$23.7K +129 +3%
BMCM
403
Burns Matteson Capital Management
New York
$927K -$4.96K -27 -0.5%
ORI
404
Oak Ridge Investments
Illinois
$923K -$262K -1,429 -22%
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$920K -$1.92M -10,469 -68%
BCI
406
Brinker Capital Investments
Pennsylvania
$906K -$442K -2,410 -33%
OPS
407
Orion Portfolio Solutions
Nebraska
$906K -$442K -2,410 -33%
BP
408
Ballentine Partners
Massachusetts
$891K +$11.6K +63 +1%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$888K +$3.85K +21 +0.4%
PAM
410
Panagora Asset Management
Massachusetts
$874K -$22.6K -123 -3%
BFG
411
Bleakley Financial Group
New Jersey
$862K -$1.65K -9 -0.2%
SS
412
Simplicity Solutions
Minnesota
$850K -$21.8K -119 -3%
V
413
Veritable
Delaware
$849K -$72.7K -396 -8%
UBG
414
United Bank (Georgia)
Georgia
$832K -$20.2K -110 -2%
CAN
415
Cetera Advisor Networks
California
$831K -$710K -3,867 -46%
BHWM
416
Bar Harbor Wealth Management
New Hampshire
$827K -$127K -693 -13%
SIA
417
Schechter Investment Advisors
Michigan
$827K -$58.5K -319 -7%
BCM
418
Bridgeway Capital Management
Texas
$826K
RCA
419
Resonant Capital Advisors
Wisconsin
$813K +$551 +3 +0.1%
SW
420
SteelPeak Wealth
California
$799K +$103K +560 +15%
MCM
421
Manchester Capital Management
Vermont
$793K -$1.47K -8 -0.2%
AWM
422
Apollon Wealth Management
South Carolina
$789K +$545K +2,970 +224%
AAS
423
Avantax Advisory Services
Texas
$785K -$918 -5 -0.1%
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$783K -$606K -3,300 -44%
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$780K -$918 -5 -0.1%