896 hedge funds and large institutions have $27.3B invested in CDW in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 355 increasing their positions, 314 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
13.03%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.25%
New
92
Increased
355
Reduced
314
Closed
78
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NMIMC
451
Northwestern Mutual Investment Management Company
Wisconsin
$957K +$5.6K +25 +0.6%
RCA
452
Resonant Capital Advisors
Wisconsin
$954K +$65.6K +293 +7%
MGP
453
Metis Global Partners
California
$945K -$4.48K -20 -0.5%
ORI
454
Oak Ridge Investments
Illinois
$941K +$2.24K +10 +0.2%
EGM
455
Engineers Gate Manager
New York
$934K +$934K +4,171 New
HFM
456
Harvest Fund Management
China
$929K -$199K -890 -18%
SWM
457
Salvus Wealth Management
New Jersey
$906K -$12.8K -57 -1%
PCP
458
Proficio Capital Partners
Massachusetts
$895K +$6.49K +29 +0.7%
TP
459
Tranquility Partners
Tennessee
$894K
MCM
460
Manchester Capital Management
Vermont
$873K -$97.6K -436 -10%
IA
461
IFP Advisors
Florida
$872K +$9.18K +41 +1%
ECG
462
Edge Capital Group
Georgia
$868K
NB
463
Nicolet Bankshares
Wisconsin
$865K -$24.2K -108 -3%
NBT
464
Northwest Bank & Trust
Iowa
$859K -$12.5K -56 -1%
NW
465
NewEdge Wealth
Pennsylvania
$858K -$55.5K -248 -6%
STA
466
Summit Trail Advisors
New York
$847K +$225K +1,003 +36%
TMAM
467
Tokio Marine Asset Management
Japan
$836K +$64.7K +289 +8%
MFG
468
Merit Financial Group
Georgia
$831K -$7.39K -33 -0.9%
ACA
469
Atlas Capital Advisors
Wyoming
$815K -$58.2K -260 -7%
OFS
470
OneAscent Financial Services
Alabama
$811K +$238K +1,063 +41%
VAS
471
Vestmark Advisory Solutions
Massachusetts
$809K -$6.27K -28 -0.8%
SPA
472
Sherbrooke Park Advisers
New York
$805K +$108K +484 +16%
LC
473
Lindbrook Capital
California
$801K +$4.7K +21 +0.6%
N
474
Natixis
France
$799K -$13.7M -61,425 -95%
AWAU
475
Alliance Wealth Advisors (Utah)
Utah
$796K +$67.8K +303 +9%