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 %
LC
476
Lindbrook Capital
California
$606K -$9.57K -55 -2%
PAG
477
Private Advisor Group
New Jersey
$605K -$40.4K -232 -6%
APG
478
Abacus Planning Group
South Carolina
$599K -$348 -2 -0.1%
SWP
479
Stratos Wealth Partners
Ohio
$597K -$700K -4,023 -54%
DWA
480
Douglass Winthrop Advisors
New York
$595K
DWM
481
Diversify Wealth Management
Utah
$592K +$185K +1,011 +46%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$591K +$182K +1,045 +45%
WPW
483
Waldron Private Wealth
Pennsylvania
$586K +$297K +1,708 +103%
Osaic Holdings
484
Osaic Holdings
Arizona
$581K -$1.21M -6,967 -68%
VA
485
Vident Advisory
Georgia
$580K +$38.6K +222 +7%
AFCM
486
Applied Finance Capital Management
Puerto Rico
$579K
NONA
487
Ninety One North America
New York
$569K -$74.5K -428 -12%
AIM
488
Acropolis Investment Management
Missouri
$565K -$531K -3,050 -48%
ETC
489
Exchange Traded Concepts
Oklahoma
$562K +$145K +834 +35%
PI
490
PGGM Investments
Netherlands
$558K -$3.54M -20,340 -86%
BFM
491
Boothbay Fund Management
New York
$553K +$553K +3,180 New
BMC
492
Benin Management Corp
Connecticut
$551K +$133K +767 +32%
UCFA
493
United Capital Financial Advisors
Texas
$546K +$35.3K +203 +7%
IA
494
IFP Advisors
Florida
$533K -$40.8K -232 -7%
NIMI
495
Natixis Investment Managers International
France
$531K -$218K -1,255 -29%
FFA
496
Florida Financial Advisors
Florida
$526K +$96.9K +557 +23%
DWM
497
Dogwood Wealth Management
Kansas
$524K +$143K +819 +37%
PCMI
498
Paradigm Capital Management Inc
New York
$522K
HWM
499
HB Wealth Management
Georgia
$520K -$69.6K -400 -12%
Vontobel Holding
500
Vontobel Holding
Switzerland
$520K