812 hedge funds and large institutions have $24.8B invested in CDW in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 309 increasing their positions, 320 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
-10
Holders Change %
-1.22%
% of All Funds
13%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
68
Increased
309
Reduced
320
Closed
67
Calls
$20.1M
Puts
$13.1M
Net Calls
+$7.04M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
526
Pathstone Family Office
New Jersey
$440K -$1.66M -7,069 -79%
PA
527
Procyon Advisors
Connecticut
$439K
EWA
528
EP Wealth Advisors
California
$436K -$25.4K -121 -6%
FCI
529
Financial Counselors Inc
Kansas
$434K -$22.8K -117 -5%
YMRC
530
Yorktown Management & Research Company
Virginia
$429K
JWCA
531
J.W. Coons Advisors
Ohio
$425K +$4.87K +25 +1%
Vontobel Holding
532
Vontobel Holding
Switzerland
$424K +$10.7K +55 +3%
AWAU
533
Alliance Wealth Advisors (Utah)
Utah
$415K +$39.2K +201 +10%
Wealth Enhancement Advisory Services
534
Wealth Enhancement Advisory Services
Minnesota
$412K +$412K +2,116 New
DGAM
535
Desjardins Global Asset Management
Quebec, Canada
$406K +$1.56K +8 +0.4%
DIM
536
Delta Investment Management
California
$404K -$15.8K -81 -4%
VFA
537
Values First Advisors
Tennessee
$402K -$42.9K -220 -10%
OC
538
Oppenheimer & Co
New York
$400K +$30K +154 +8%
KCM
539
Kathmere Capital Management
Pennsylvania
$398K +$28.3K +145 +8%
BAM
540
Blueshift Asset Management
New Jersey
$397K -$271K -1,393 -41%
ESCM
541
Echo Street Capital Management
New York
$390K +$390K +2,003 New
CMANY
542
Capital Management Associates (New York)
New York
$390K +$390K +2,000 New
IUHSA
543
Itau Unibanco Holding S.A.
Brazil
$388K +$388K +1,990 New
OWM
544
OneAscent Wealth Management
Alabama
$385K -$18.3K -94 -5%
AWA
545
Aaron Wealth Advisors
Illinois
$385K +$4.48K +23 +1%
DA
546
Drake & Associates
Wisconsin
$384K +$3.9K +20 +1%
TCM
547
Tributary Capital Management
Nebraska
$383K -$5.85K -30 -2%
WS
548
Wedbush Securities
California
$381K +$30.2K +155 +9%
JFL
549
Jarislowsky, Fraser Ltd
Quebec, Canada
$380K
OFS
550
OneAscent Financial Services
Alabama
$379K -$15.8K -81 -4%