533 hedge funds and large institutions have $10.5B invested in CDW in 2018 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 171 increasing their positions, 215 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+25
Holders Change %
+4.92%
% of All Funds
11.89%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
85
Increased
171
Reduced
215
Closed
57
Calls
$18.1M
Puts
$15.3M
Net Calls
+$2.87M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
451
Advantage Investment Management
Iowa
$60K +$3.55K +44 +6%
LFA
452
Legacy Financial Advisors
Kentucky
$58K
SQA
453
Simon Quick Advisors
New Jersey
$55K -$16.3K -200 -23%
Pacer Advisors
454
Pacer Advisors
Pennsylvania
$54K +$25.1K +308 +87%
FPFS
455
First Personal Financial Services
North Carolina
$47K
SGS
456
Sterling Global Strategies
California
$39.9K +$39.9K +492 New
HIIFS
457
Harel Insurance Investments & Financial Services
Israel
$38K -$1.37K -17 -3%
AWM
458
AllSquare Wealth Management
New York
$38K +$8.82K +110 +30%
Simplex Trading
459
Simplex Trading
Illinois
$37K +$37K +457 New
ZB
460
Zions Bancorporation
Utah
$37K +$37K +457 New
S
461
SignatureFD
Georgia
$35K -$27.1K -331 -44%
BHWM
462
Bay Harbor Wealth Management
Maryland
$35K +$35K +429 New
HNB
463
Huntington National Bank
Ohio
$34K +$19.9K +247 +140%
SFA
464
Semmax Financial Advisors
North Carolina
$34K +$34K +420 New
TL
465
TrueWealth LLC
Georgia
$32K
AF
466
Advisornet Financial
Minnesota
$31K -$7.69K -94 -20%
OIA
467
Optimum Investment Advisors
Illinois
$31K
JCM
468
Jacobi Capital Management
Pennsylvania
$31K
PWM
469
PRW Wealth Management
Massachusetts
$30K +$30K +366 New
AssetMark Inc
470
AssetMark Inc
California
$29K
WAM
471
Wealthspire Advisors (Maryland)
Maryland
$28K +$19.2K +240 +218%
AIL
472
AGF Investments LLC
Ontario, Canada
$28K +$28K +342 New
FCA
473
FinTrust Capital Advisors
South Carolina
$28K +$28K +351 New
FAM
474
Fred Alger Management
New York
$27K +$14K +173 +107%
SWM
475
SeaCrest Wealth Management
New York
$25K -$3.16K -39 -11%