844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
451
Merit Financial Group
Georgia
$712K +$187K +1,075 +36%
CIC
452
Carnegie Investment Counsel
Ohio
$709K -$104K -600 -13%
STA
453
Summit Trail Advisors
New York
$703K +$9.75K +56 +1%
MG
454
Mather Group
Illinois
$696K -$98.3K -565 -12%
VI
455
Vestcor Inc
New Brunswick, Canada
$696K -$928K -5,332 -57%
SWM
456
Salvus Wealth Management
New Jersey
$696K -$7.31K -42 -1%
TMAM
457
Tokio Marine Asset Management
Japan
$695K +$29.4K +169 +4%
CG
458
Caprock Group
Idaho
$695K -$210K -1,207 -23%
AC
459
Allstate Corporation
Illinois
$689K +$689K +3,961 New
PCP
460
Proficio Capital Partners
Massachusetts
$687K +$35.7K +205 +5%
ECG
461
Edge Capital Group
Georgia
$675K
NBT
462
Northwest Bank & Trust
Iowa
$666K -$8.44K -48 -1%
TFS
463
Thoroughbred Financial Services
Tennessee
$665K -$238K -1,370 -26%
1832 Asset Management
464
1832 Asset Management
Ontario, Canada
$655K -$35.6M -204,296 -98%
IMCOOI
465
Investment Management Corp of Ontario (IMCO)
Canada
$649K -$139K -800 -18%
YIH
466
Y-Intercept (HK)
Hong Kong
$647K +$55K +316 +9%
FT
467
Fiduciary Trust
Massachusetts
$647K -$27.7K -159 -4%
ACA
468
Atlas Capital Advisors
Wyoming
$645K -$5.22K -30 -0.8%
ACM
469
Argent Capital Management
Missouri
$641K -$5.11M -29,336 -89%
CWM
470
Centric Wealth Management
Illinois
$640K -$2.64M -15,161 -80%
NB
471
Nicolet Bankshares
Wisconsin
$639K -$5.57K -32 -0.9%
SPIA
472
Steward Partners Investment Advisory
New York
$637K -$605K -3,478 -49%
AO
473
Advisor OS
Illinois
$635K +$382K +2,196 +151%
A
474
AlphaQuest
New York
$631K +$631K +3,627 New
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$615K -$955K -5,269 -61%