788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
501
Profund Advisors
Maryland
$470K +$121K +660 +35%
CPC
502
Cookson Peirce & Co
Pennsylvania
$455K -$14K -76 -3%
AWAU
503
Alliance Wealth Advisors (Utah)
Utah
$455K +$64K +349 +16%
GT
504
Glenview Trust
Kentucky
$449K -$390K -2,127 -47%
Brown Advisory
505
Brown Advisory
Maryland
$448K -$45K -245 -9%
SIM
506
Studio Investment Management
Illinois
$445K +$15.4K +84 +4%
VFA
507
Values First Advisors
Tennessee
$439K +$60.4K +329 +16%
EWA
508
EP Wealth Advisors
California
$438K +$23.3K +117 +6%
HNB
509
Huntington National Bank
Ohio
$437K +$189K +1,030 +76%
PA
510
Procyon Advisors
Connecticut
$434K +$20.7K +113 +5%
Verition Fund Management
511
Verition Fund Management
Connecticut
$430K +$203K +1,105 +89%
S
512
SignatureFD
Georgia
$430K -$47K -256 -10%
SQA
513
Simon Quick Advisors
New Jersey
$429K -$71.9K -392 -14%
SVWAG
514
Sound View Wealth Advisors Group
Georgia
$428K +$3.67K +20 +0.9%
Walleye Capital
515
Walleye Capital
New York
$427K +$427K +2,327 New
OWM
516
OneAscent Wealth Management
Alabama
$427K +$64.2K +350 +18%
SC
517
Savant Capital
Illinois
$413K -$8.44K -46 -2%
OFS
518
OneAscent Financial Services
Alabama
$408K +$51.1K +278 +14%
YMRC
519
Yorktown Management & Research Company
Virginia
$404K
O
520
Ossiam
France
$400K +$142K +772 +55%
IDBONY
521
Israel Discount Bank of New York
New York
$398K -$76K -414 -16%
CG
522
Caprock Group
Idaho
$392K +$112K +612 +40%
CA
523
CoreCap Advisors
Michigan
$391K +$391K +2,130 New
JCM
524
Jacobi Capital Management
Pennsylvania
$390K +$56.7K +309 +17%
SSA
525
Schonfeld Strategic Advisors
New York
$385K +$385K +2,100 New