858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
501
Fiduciary Family Office
Florida
$579K +$579K +2,548 New
CIA
502
Capital Investment Advisors
Georgia
$577K +$226K +993 +64%
CC
503
Centiva Capital
New York
$569K -$230K -1,010 -29%
JCIA
504
Jackson Creek Investment Advisors
Colorado
$560K +$322K +1,415 +135%
PA
505
Procyon Advisors
Connecticut
$546K +$15.7K +69 +3%
ANBT
506
American National Bank & Trust
Texas
$544K -$63.2K -278 -10%
BRWA
507
B. Riley Wealth Advisors
Florida
$539K -$7.73K -34 -1%
NG
508
Norden Group
Utah
$537K +$208K +916 +63%
OFS
509
OneAscent Financial Services
Alabama
$536K +$63.1K +278 +13%
KCM
510
Kathmere Capital Management
Pennsylvania
$532K +$68.9K +303 +15%
SC
511
Savant Capital
Illinois
$529K +$21.1K +93 +4%
MAS
512
Meeder Advisory Services
Ohio
$526K -$682 -3 -0.1%
VC
513
Vestor Capital
Illinois
$524K
KI
514
Kapitalo Investimentos
Brazil
$515K +$515K +2,267 New
EFM
515
E Fund Management
China
$514K +$237K +1,044 +86%
MM
516
MQS Management
New York
$511K +$511K +2,249 New
SM
517
STF Management
Texas
$509K +$509K +2,241 New
YMRC
518
Yorktown Management & Research Company
Virginia
$500K
STA
519
Summit Trail Advisors
New York
$498K -$46.8K -206 -9%
MWM
520
Meridian Wealth Management
Kentucky
$493K +$83K +365 +20%
BAMF
521
BI Asset Management Fondsmaeglerselskab
Denmark
$490K -$53K -233 -10%
CRA
522
Clear Rock Advisors
Texas
$487K +$487K +1,984 New
GT
523
Greenleaf Trust
Michigan
$482K +$227 +1 +0%
GT
524
Glenview Trust
Kentucky
$476K -$74.3K -327 -13%
PI
525
PineBridge Investments
New York
$472K +$472K +2,078 New