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 %
FI
476
FJ Investments
Utah
$709K +$709K +3,117 New
SB
477
Strategic Blueprint
Georgia
$696K -$17K -75 -2%
PCMI
478
Paradigm Capital Management Inc
New York
$682K
APG
479
Abacus Planning Group
South Carolina
$682K -$14.8K -65 -2%
BWM
480
Buckley Wealth Management
Nevada
$680K -$5.23K -23 -0.8%
NAS
481
Nicolet Advisory Services
Wisconsin
$675K -$156K -728 -19%
Impax Asset Management Group
482
Impax Asset Management Group
United Kingdom
$669K -$682 -3 -0.1%
ICG
483
InterOcean Capital Group
Tennessee
$665K +$455 +2 +0.1%
HAG
484
HighPoint Advisor Group
Illinois
$662K +$662K +2,606 New
LFA
485
Laraway Financial Advisors
Minnesota
$661K -$22.7K -100 -3%
SS
486
Simplicity Solutions
Minnesota
$661K +$14.8K +65 +2%
BFG
487
Bleakley Financial Group
New Jersey
$661K +$14.8K +65 +2%
EI
488
Ellevest Inc
New York
$642K +$26.1K +115 +4%
AWAU
489
Alliance Wealth Advisors (Utah)
Utah
$640K +$31.6K +139 +5%
UB
490
UMB Bank
Missouri
$623K -$44.8K -197 -7%
CIM
491
Contravisory Investment Management
Massachusetts
$621K +$12.7K +56 +2%
S
492
SignatureFD
Georgia
$620K +$25.2K +111 +4%
PSC
493
Portman Square Capital
United Kingdom
$616K +$616K +2,711 New
PAS
494
Park Avenue Securities
New York
$612K -$71.4K -314 -10%
Nomura Holdings
495
Nomura Holdings
Japan
$611K +$611K +2,686 New
MYLI
496
Meiji Yasuda Life Insurance
Japan
$589K +$166K +730 +39%
TCM
497
Tributary Capital Management
Nebraska
$589K -$5.68K -25 -1%
IAS
498
Insigneo Advisory Services
Florida
$588K +$909 +4 +0.2%
VF
499
Virtu Financial
New York
$586K +$220K +969 +60%
QPW
500
Quantum Private Wealth
Florida
$583K