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 %
BHCM
451
Brevan Howard Capital Management
Jersey
$801K +$311K +1,367 +63%
CRI
452
Colonial River Investments
Virginia
$799K +$799K +3,517 New
SC
453
Scotia Capital
Ontario, Canada
$796K +$1.82K +8 +0.2%
DIM
454
Delta Investment Management
California
$795K +$265K +1,165 +50%
TMAM
455
Tokio Marine Asset Management
Japan
$773K +$55.5K +244 +8%
NA
456
NewEdge Advisors
Louisiana
$760K -$86K -380 -10%
KIA
457
Knollwood Investment Advisory
Maryland
$757K +$757K +3,330 New
DPAM
458
Degroof Petercam Asset Management
Belgium
$750K +$750K +3,300 New
FDP
459
Financiere des Professionnels
Quebec, Canada
$744K +$301K +1,325 +68%
Vontobel Holding
460
Vontobel Holding
Switzerland
$743K -$86.4K -380 -10%
WI
461
WBI Investments
New Jersey
$741K -$2.44M -10,745 -77%
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$738K +$28.6K +126 +4%
MYIA
463
Mount Yale Investment Advisors
Colorado
$737K -$171K -752 -19%
ATC
464
Argent Trust Co
Tennessee
$733K +$1.82K +8 +0.2%
SWS
465
SYSTM Wealth Solutions
Illinois
$731K +$1.82K +8 +0.2%
LFAS
466
Level Four Advisory Services
Texas
$724K +$227 +1 +0%
DILIC
467
Dai-ichi Life Insurance Company
Japan
$722K
SQA
468
Simon Quick Advisors
New Jersey
$721K -$10.5K -46 -1%
UWS
469
Unique Wealth Strategies
Illinois
$720K +$720K +3,169 New
RHJA
470
Rice Hall James & Associates
California
$718K -$2.05K -9 -0.3%
TPW
471
Transatlantique Private Wealth
New York
$717K
DWA
472
Douglass Winthrop Advisors
New York
$716K
DIA
473
Dana Investment Advisors
Wisconsin
$713K -$4.09K -18 -0.6%
UCFA
474
United Capital Financial Advisors
Texas
$713K +$713K +3,136 New
IMCOOI
475
Investment Management Corp of Ontario (IMCO)
Canada
$712K +$712K +3,131 New