895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
451
Vestmark Advisory Solutions
Massachusetts
$931K -$120K -469 -11%
NIMI
452
Natixis Investment Managers International
France
$911K -$43.5K -170 -5%
LC
453
Lindbrook Capital
California
$910K +$3.84K +15 +0.4%
NA
454
NewEdge Advisors
Louisiana
$894K +$35.6K +139 +4%
NW
455
NewEdge Wealth
Pennsylvania
$892K -$43.7K -200 -5%
NG
456
Norden Group
Utah
$891K +$286K +1,118 +47%
DWA
457
Douglass Winthrop Advisors
New York
$887K +$81.1K +317 +10%
SQA
458
Simon Quick Advisors
New Jersey
$887K +$75.5K +295 +9%
DIM
459
Delta Investment Management
California
$883K -$10.5K -41 -1%
TMAM
460
Tokio Marine Asset Management
Japan
$881K +$12K +47 +1%
TPW
461
Transatlantique Private Wealth
New York
$875K +$68K +266 +8%
PAG
462
Private Advisor Group
New Jersey
$863K -$66K -258 -7%
KIA
463
Knollwood Investment Advisory
Maryland
$852K
Verition Fund Management
464
Verition Fund Management
Connecticut
$850K -$240K -939 -22%
DPAM
465
Degroof Petercam Asset Management
Belgium
$844K
Vontobel Holding
466
Vontobel Holding
Switzerland
$836K
AWAU
467
Alliance Wealth Advisors (Utah)
Utah
$832K +$112K +438 +16%
SC
468
Scotia Capital
Ontario, Canada
$832K -$64.5K -252 -7%
ATC
469
Argent Trust Co
Tennessee
$825K
MFG
470
Merit Financial Group
Georgia
$822K +$35.3K +161 +4%
LOAMS
471
Lombard Odier Asset Management (Switzerland)
Switzerland
$812K +$812K +3,174 New
SFFS
472
Stonehage Fleming Financial Services
Jersey
$804K +$804K +4,125 New
UCFA
473
United Capital Financial Advisors
Texas
$797K -$5.12K -20 -0.6%
SPA
474
Sherbrooke Park Advisers
New York
$796K +$796K +3,112 New
AWM
475
Apollon Wealth Management
South Carolina
$794K +$336K +1,313 +73%