803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
401
Wealthfront Advisers
California
$1.08M +$45.8K +227 +4%
KAS
402
Kestra Advisory Services
Texas
$1.08M -$55.7K -276 -5%
PFO
403
Pathstone Family Office
New Jersey
$1.06M +$791K +3,922 +299%
BCI
404
Brinker Capital Investments
Pennsylvania
$1.05M +$53.3K +264 +5%
OPS
405
Orion Portfolio Solutions
Nebraska
$1.05M +$53.3K +264 +5%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$21.2K +105 +2%
NB
407
Norinchukin Bank
Japan
$1.04M -$1.13M -5,601 -52%
VI
408
Vestcor Inc
New Brunswick, Canada
$1.02M -$110K -543 -10%
BMCM
409
Burns Matteson Capital Management
New York
$1.02M +$202 +1 +0%
ORI
410
Oak Ridge Investments
Illinois
$1.01M -$2.42K -12 -0.2%
CIC
411
Carnegie Investment Counsel
Ohio
$1M -$50.4K -250 -5%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$993K +$16.3K +81 +2%
BP
413
Ballentine Partners
Massachusetts
$991K +$10.9K +54 +1%
MGP
414
Metis Global Partners
California
$988K +$166K +823 +20%
CAN
415
Cetera Advisor Networks
California
$974K +$59.9K +297 +7%
AAS
416
Avantax Advisory Services
Texas
$969K +$107K +529 +12%
YIH
417
Y-Intercept (HK)
Hong Kong
$967K +$967K +4,791 New
Jennison Associates
418
Jennison Associates
New York
$964K +$646K +3,202 +203%
IA
419
IFP Advisors
Florida
$931K -$1.01M -5,013 -52%
D.E. Shaw & Co
420
D.E. Shaw & Co
New York
$916K +$916K +4,541 New
RCA
421
Resonant Capital Advisors
Wisconsin
$914K +$20.4K +101 +2%
BCM
422
Bridgeway Capital Management
Texas
$908K
EF
423
Empirical Finance
Pennsylvania
$903K +$89.2K +442 +11%
SIA
424
Schechter Investment Advisors
Michigan
$902K -$7.06K -35 -0.8%
UBG
425
United Bank (Georgia)
Georgia
$884K -$30.3K -150 -3%