844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
401
Sanctuary Advisors
Indiana
$1.03M -$74.2K -375 -7%
EWA
402
EP Wealth Advisors
California
$1.03M +$59K +339 +6%
EAM
403
Erste Asset Management
Austria
$1.02M -$5.34M -30,400 -84%
BIA
404
Benchmark Investment Advisors
Illinois
$1.01M -$41.4K -238 -4%
Commonwealth Equity Services
405
Commonwealth Equity Services
Massachusetts
$997K -$445K -2,559 -31%
Allspring Global Investments
406
Allspring Global Investments
North Carolina
$994K -$2.65M -15,602 -73%
CAM
407
Cresset Asset Management
Illinois
$976K -$1.74M -10,012 -64%
AIP
408
Ameritas Investment Partners
Nebraska
$973K +$38.5K +221 +4%
OAC
409
OMERS Administration Corp
Ontario, Canada
$973K +$165K +947 +20%
MML Investors Services
410
MML Investors Services
Massachusetts
$967K -$345K -1,985 -26%
BP
411
Ballentine Partners
Massachusetts
$962K -$2.61K -15 -0.3%
IIM
412
Intact Investment Management
Quebec, Canada
$957K +$540K +3,100 +129%
HZ
413
Hixon Zuercher
Ohio
$954K -$132K -757 -12%
Wealthfront Advisers
414
Wealthfront Advisers
California
$948K -$104K -600 -10%
AWM
415
AE Wealth Management
Kansas
$943K +$76.6K +440 +9%
RFC
416
Regions Financial Corp
Alabama
$921K -$56K -322 -6%
RA
417
RiverPark Advisors
New York
$918K -$47.9K -275 -5%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$915K -$5.75K -33 -0.6%
SYBT
419
Stock Yards Bank & Trust
Kentucky
$899K -$49.6K -285 -5%
FCBT
420
First Citizens Bank & Trust
North Carolina
$882K -$86.2K -495 -9%
BAM
421
Blueshift Asset Management
New Jersey
$880K +$634K +3,643 +258%
SCM
422
Stevens Capital Management
Pennsylvania
$871K +$871K +5,003 New
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$869K -$63K -362 -7%
CHC
424
City Holding Co
West Virginia
$868K -$275K -1,580 -24%
FFG
425
Fortem Financial Group
California
$863K +$47K +270 +6%