568 hedge funds and large institutions have $12.9B invested in CDW in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 223 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+35
Holders Change %
+6.57%
% of All Funds
12.31%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.3%
New
79
Increased
189
Reduced
223
Closed
40
Calls
$21.2M
Puts
$5.9M
Net Calls
+$15.3M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TL
501
TrueWealth LLC
Georgia
$38K
AF
502
Advisornet Financial
Minnesota
$36K -$579 -6 -2%
AssetMark Inc
503
AssetMark Inc
California
$36K +$1.06K +11 +3%
PWM
504
PRW Wealth Management
Massachusetts
$35K
FCA
505
FinTrust Capital Advisors
South Carolina
$34K
FAM
506
Fred Alger Management
New York
$33K +$772 +8 +2%
ASN
507
Advisory Services Network
Georgia
$29K -$1.68K -17 -5%
SFA
508
Semmax Financial Advisors
North Carolina
$27K -$13.8K -142 -34%
SWM
509
SeaCrest Wealth Management
New York
$26K -$3.76K -39 -13%
PGA
510
Premia Global Advisors
Florida
$25K +$25K +262 New
FEG
511
Financial Enhancement Group
Indiana
$24K
HIIFS
512
Harel Insurance Investments & Financial Services
Israel
$22K -$24.7K -249 -53%
AIL
513
AGF Investments LLC
Ontario, Canada
$22K -$11K -114 -33%
HR
514
Howe & Rusling
New York
$20K -$1.33K -14 -6%
NSIM
515
North Star Investment Management
Illinois
$20K
MIM
516
MetLife Investment Management
New Jersey
$19.4K +$96 +1 +0.5%
CAW
517
Cornerstone Advisors (Washington)
Washington
$19K +$4.73K +50 +33%
HNB
518
Huntington National Bank
Ohio
$17K -$23.9K -247 -58%
PA
519
Parallel Advisors
California
$17K +$5.15K +53 +43%
PCP
520
Proficio Capital Partners
Massachusetts
$15K -$2.29K -23 -13%
PB
521
Pinnacle Bancorp
Nebraska
$15K
WTC
522
WhitTier Trust Company
Nevada
$14K
LF
523
Lee Financial
Texas
$14K
WTB
524
Washington Trust Bank
Washington
$12K
SPL
525
Smart Portfolios LLC
Washington
$12K