858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
426
EP Wealth Advisors
California
$958K +$422K +1,857 +79%
IA
427
IFP Advisors
Florida
$941K -$108K -474 -10%
SWM
428
Salvus Wealth Management
New Jersey
$940K -$5.23K -23 -0.6%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$934K +$484K +2,129 +107%
NS
430
NBC Securities
Alabama
$933K +$159K +700 +21%
RCA
431
Resonant Capital Advisors
Wisconsin
$932K -$97.5K -429 -9%
O
432
Ossiam
France
$931K +$113K +497 +14%
JF
433
Jump Financial
Illinois
$918K -$1.67M -7,357 -65%
NBT
434
Northwest Bank & Trust
Iowa
$908K +$908K +3,993 New
PCP
435
Proficio Capital Partners
Massachusetts
$897K -$227 -1 -0%
ECG
436
Edge Capital Group
Georgia
$882K
NB
437
Nicolet Bankshares
Wisconsin
$882K +$52.3K +230 +6%
PTP
438
Platform Technology Partners
New York
$870K -$1.45K -6 -0.2%
ACA
439
Atlas Capital Advisors
Wyoming
$867K +$58.9K +259 +7%
SW
440
SteelPeak Wealth
California
$866K -$43K -189 -5%
WPW
441
Waldron Private Wealth
Pennsylvania
$863K +$3.41K +15 +0.4%
Credit Agricole
442
Credit Agricole
France
$862K +$575K +2,529 +201%
GIS
443
Grayhawk Investment Strategies
Alberta, Canada
$854K +$854K +3,757 New
NIMI
444
Natixis Investment Managers International
France
$848K +$185K +815 +28%
Cetera Investment Advisers
445
Cetera Investment Advisers
Illinois
$828K -$135K -596 -14%
Squarepoint
446
Squarepoint
New York
$825K -$16.2M -71,322 -95%
PAG
447
Private Advisor Group
New Jersey
$825K -$1.59K -7 -0.2%
Wolverine Trading
448
Wolverine Trading
Illinois
$825K +$825K +3,628 New
MFG
449
Merit Financial Group
Georgia
$815K -$9.32K -41 -1%
LC
450
Lindbrook Capital
California
$805K +$15K +66 +2%