692 hedge funds and large institutions have $21.5B invested in CDW in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 253 increasing their positions, 263 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-7
Holders Change %
-1%
% of All Funds
12.19%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
83
Increased
253
Reduced
263
Closed
85
Calls
$38.6M
Puts
$18.4M
Net Calls
+$20.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
JFL
501
Jarislowsky, Fraser Ltd
Quebec, Canada
$323K +$323K +1,949 New
BFA
502
Beaumont Financial Advisors
Massachusetts
$320K +$3.81K +23 +1%
GWM
503
Geneos Wealth Management
Colorado
$320K +$16.9K +95 +6%
GSC
504
Ground Swell Capital
South Carolina
$314K +$314K +1,892 New
SPC
505
Sigma Planning Corp
Michigan
$308K +$52K +314 +20%
Man Group
506
Man Group
United Kingdom
$302K -$348K -2,103 -54%
PCA
507
Personal Capital Advisors
California
$298K -$829 -5 -0.3%
LIA
508
LS Investment Advisors
Michigan
$294K -$121K -728 -29%
OFG
509
OmniStar Financial Group
North Carolina
$292K -$675K -4,067 -70%
GT
510
Greenleaf Trust
Michigan
$292K +$292K +1,762 New
AWM
511
Avior Wealth Management
Nebraska
$287K +$287K +1,734 New
VWM
512
Valley Wealth Managers
New Jersey
$280K +$280K +1,687 New
CCA
513
Checchi Capital Advisers
California
$279K +$279K +1,685 New
JIC
514
Johnson Investment Counsel
Ohio
$274K -$84.9K -513 -24%
SC
515
Steph & Co
Wisconsin
$274K
NIMI
516
Natixis Investment Managers International
France
$273K -$103K -625 -27%
FC
517
FORA Capital
Florida
$272K -$953K -5,760 -78%
AWA
518
Aaron Wealth Advisors
Illinois
$267K +$267K +1,614 New
QI
519
QS Investors
New York
$261K
DILIC
520
Dai-ichi Life Insurance Company
Japan
$259K
RI
521
Ridgewood Investments
New Jersey
$259K +$259K +1,562 New
IFS
522
Ifrah Financial Services
Arkansas
$253K -$9.29K -56 -4%
JCIA
523
Jackson Creek Investment Advisors
Colorado
$250K +$250K +1,509 New
LS
524
Livforsakringsbolaget Skandia
Sweden
$249K
IWM
525
IHT Wealth Management
Illinois
$248K +$248K +1,497 New