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 %
SWS
476
SYSTM Wealth Solutions
Illinois
$789K -$33.3K -130 -4%
RHJA
477
Rice Hall James & Associates
California
$782K -$25.8K -101 -3%
NAS
478
Nicolet Advisory Services
Wisconsin
$774K -$27K -106 -3%
SSA
479
Schonfeld Strategic Advisors
New York
$772K -$2.58M -10,082 -77%
PCMI
480
Paradigm Capital Management Inc
New York
$767K
APG
481
Abacus Planning Group
South Carolina
$767K
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$761K -$69.3K -271 -8%
EI
483
Ellevest Inc
New York
$750K +$27.9K +109 +4%
BFG
484
Bleakley Financial Group
New Jersey
$745K +$2.05K +8 +0.3%
SW
485
Simplicity Wealth
New Jersey
$745K +$745K +2,915 New
BWM
486
Buckley Wealth Management
Nevada
$745K -$21K -82 -3%
LFA
487
Laraway Financial Advisors
Minnesota
$739K -$5.12K -20 -0.7%
DIA
488
Dana Investment Advisors
Wisconsin
$736K -$65.7K -257 -8%
S
489
SignatureFD
Georgia
$731K +$33.3K +130 +5%
DILIC
490
Dai-ichi Life Insurance Company
Japan
$726K -$86.5K -338 -11%
SC
491
SRB Corp
Massachusetts
$725K +$725K +2,833 New
LFAS
492
Level Four Advisory Services
Texas
$724K
SB
493
Strategic Blueprint
Georgia
$720K -$62.7K -245 -8%
BBA
494
Baader Bank Aktiengesellschaft
Germany
$716K +$203K +793 +40%
STA
495
Summit Trail Advisors
New York
$712K +$151K +592 +27%
CIM
496
Contravisory Investment Management
Massachusetts
$706K +$7.42K +29 +1%
ICG
497
InterOcean Capital Group
Tennessee
$696K -$51.9K -203 -7%
UB
498
UMB Bank
Missouri
$689K -$12K -47 -2%
CC
499
Cipher Capital
New York
$679K +$353K +1,379 +108%
PAS
500
Park Avenue Securities
New York
$675K -$14.1K -55 -2%