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 %
NW
526
NewEdge Wealth
Pennsylvania
$383K -$154K -839 -29%
ETC
527
Exchange Traded Concepts
Oklahoma
$380K +$118K +644 +45%
OC
528
Oppenheimer & Co
New York
$378K +$1.65K +9 +0.4%
FCH
529
Freestone Capital Holdings
Washington
$375K +$375K +2,044 New
CT
530
Chicago Trust
Illinois
$373K -$143K -779 -28%
GT
531
Greenleaf Trust
Michigan
$371K -$75.4K -411 -17%
AWA
532
Aaron Wealth Advisors
Illinois
$369K +$6.97K +38 +2%
AWM
533
AE Wealth Management
Kansas
$368K -$1.39M -7,570 -79%
DA
534
Drake & Associates
Wisconsin
$368K +$5.87K +32 +2%
DIM
535
Delta Investment Management
California
$367K -$13.2K -72 -3%
WCA
536
Westover Capital Advisors
Delaware
$362K -$378K -2,062 -51%
CW
537
CreativeOne Wealth
Kansas
$360K -$156K -849 -30%
JFL
538
Jarislowsky, Fraser Ltd
Quebec, Canada
$358K
BCV
539
Banque Cantonale Vaudoise
Switzerland
$357K
PTC
540
Private Trust Company
Ohio
$353K -$734 -4 -0.2%
ACA
541
Aptus Capital Advisors
Alabama
$350K +$14.1K +77 +4%
JWCA
542
J.W. Coons Advisors
Ohio
$345K -$55.1K -300 -14%
RJT
543
Raymond James Trust
Florida
$344K +$14.3K +78 +4%
HI
544
Horizon Investments
North Carolina
$344K -$93.6K -510 -21%
KCM
545
Kathmere Capital Management
Pennsylvania
$344K -$31.2K -170 -8%
PCS
546
Personal CFO Solutions
New Jersey
$342K +$136K +741 +66%
Capstone Investment Advisors
547
Capstone Investment Advisors
New York
$341K +$171K +933 +101%
GWANC
548
Guardian Wealth Advisors (North Carolina)
North Carolina
$339K +$2.39K +13 +0.7%
HFS
549
Hantz Financial Services
Michigan
$336K -$14.5K -79 -4%
PFS
550
Prospera Financial Services
Texas
$335K +$922 +5 +0.3%