508 hedge funds and large institutions have $12.1B invested in CDW in 2018 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+35
Holders Change %
+7.4%
% of All Funds
11.63%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.3%
New
71
Increased
163
Reduced
199
Closed
33
Calls
$23.4M
Puts
$6.21M
Net Calls
+$17.2M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
426
Financial Architects (New Jersey)
New Jersey
$85K -$8.15K -92 -9%
APA
427
American Portfolios Advisors
New York
$81.7K
SQA
428
Simon Quick Advisors
New Jersey
$78K -$13.4K -150 -15%
RCAG
429
Rehmann Capital Advisory Group
Michigan
$76.4K -$178 -2 -0.2%
HFM
430
Harvest Fund Management
China
$72K +$72K +811 New
S
431
SignatureFD
Georgia
$67K -$3.27K -37 -5%
CBT
432
Capital Bank & Trust
California
$65K +$65K +728 New
LFA
433
Legacy Financial Advisors
Kentucky
$63K -$12.7K -145 -17%
AIM
434
Advantage Investment Management
Iowa
$62K
FPFS
435
First Personal Financial Services
North Carolina
$51K +$6.27K +71 +14%
AA
436
Ancora Advisors
Ohio
$50K +$50K +562 New
PCM
437
Penserra Capital Management
California
$49K +$49K +556 New
HIIFS
438
Harel Insurance Investments & Financial Services
Israel
$43K +$5.29K +60 +14%
AF
439
Advisornet Financial
Minnesota
$42K
SPIA
440
Steward Partners Investment Advisory
New York
$42K +$13.1K +146 +45%
YWP
441
YorkBridge Wealth Partners
New York
$39K
MYIA
442
Mount Yale Investment Advisors
Colorado
$38K -$2.68K -30 -7%
TL
443
TrueWealth LLC
Georgia
$35K
OIA
444
Optimum Investment Advisors
Illinois
$34K
PCP
445
Proficio Capital Partners
Massachusetts
$34K +$1.25K +14 +4%
JCM
446
Jacobi Capital Management
Pennsylvania
$34K +$34K +378 New
Pacer Advisors
447
Pacer Advisors
Pennsylvania
$32K -$59K -655 -65%
AWM
448
AllSquare Wealth Management
New York
$32K -$3.87K -44 -11%
AssetMark Inc
449
AssetMark Inc
California
$32K
SWM
450
SeaCrest Wealth Management
New York
$31K +$89 +1 +0.3%