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 %
MSAM
526
Moloney Securities Asset Management
Missouri
$246K +$246K +1,482 New
BPA
527
Beacon Pointe Advisors
California
$245K +$245K +1,483 New
CI
528
Conning Inc
Connecticut
$241K -$26.6K -160 -10%
AAM
529
Aureus Asset Management
Massachusetts
$238K +$238K +1,438 New
SWM
530
Salvus Wealth Management
New Jersey
$233K +$233K +1,336 New
PTC
531
Private Trust Company
Ohio
$233K +$233K +1,408 New
S
532
SignatureFD
Georgia
$232K +$16.4K +99 +8%
UBV
533
United Bank (Virginia)
Virginia
$232K +$232K +1,400 New
YIH
534
Y-Intercept (HK)
Hong Kong
$231K +$231K +1,402 New
GLLW
535
Graves Light Lenhart Wealth
Virginia
$229K -$1.16K -7 -0.5%
SIM
536
Sentry Investment Management
Wisconsin
$225K -$1.09M -6,550 -83%
QTM
537
qPULA Trading Management
New York
$224K +$224K +1,352 New
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$223K -$88.8K -536 -28%
FCH
539
Freestone Capital Holdings
Washington
$220K -$16.6K -100 -7%
MCA
540
Magnolia Capital Advisors
Mississippi
$218K +$218K +1,316 New
CWC
541
Carolinas Wealth Consulting
North Carolina
$217K
OWA
542
Opal Wealth Advisors
New York
$214K +$214K +1,294 New
SCA
543
Snowden Capital Advisors
New York
$214K +$214K +1,289 New
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$213K
CWM
545
Curi Wealth Management
North Carolina
$213K
PP
546
Patron Partners
Texas
$213K +$213K +1,290 New
FAIM
547
Financial Advocates Investment Management
Washington
$211K +$211K +1,273 New
Verition Fund Management
548
Verition Fund Management
Connecticut
$208K -$907K -5,458 -81%
BBA
549
Braun-Bostich & Associates
Pennsylvania
$207K +$207K +1,248 New
AF
550
Advisornet Financial
Minnesota
$204K +$1.66K +10 +0.8%