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 %
CG
526
Caprock Group
Idaho
$472K -$5.23K -23 -1%
NP
527
NorthRock Partners
Minnesota
$466K +$466K +2,052 New
DA
528
Drake & Associates
Wisconsin
$466K -$84.6K -372 -15%
JIC
529
Johnson Investment Counsel
Ohio
$466K
IDBONY
530
Israel Discount Bank of New York
New York
$462K -$27.1K -119 -6%
GP
531
Girard Partners
Pennsylvania
$462K -$112K -493 -20%
PVI
532
Pine Valley Investments
New Jersey
$461K +$66.6K +293 +17%
CT
533
Chicago Trust
Illinois
$461K +$16.8K +74 +4%
OC
534
Oppenheimer & Co
New York
$461K -$12.3K -54 -3%
VA
535
Vident Advisory
Georgia
$459K +$58.4K +257 +15%
MCM
536
MAI Capital Management
Ohio
$458K +$143K +628 +45%
BBA
537
Baader Bank Aktiengesellschaft
Germany
$456K +$456K +2,007 New
AIMCA
538
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$455K -$47.5M -208,796 -99%
WAM
539
Wolverine Asset Management
Illinois
$452K
HI
540
Horizon Investments
North Carolina
$451K +$7.27K +32 +2%
WWP
541
Walden Wealth Partners
Ohio
$449K +$449K +1,973 New
HNB
542
Huntington National Bank
Ohio
$447K +$32.3K +142 +8%
SI
543
Seeds Investor
New York
$444K +$444K +1,955 New
JFL
544
Jarislowsky, Fraser Ltd
Quebec, Canada
$443K
SVWAG
545
Sound View Wealth Advisors Group
Georgia
$441K -$95.5K -420 -18%
SFA
546
Semmax Financial Advisors
North Carolina
$435K -$185K -777 -30%
QCG
547
Quadrant Capital Group
Ohio
$435K +$52.3K +230 +14%
WCA
548
Westover Capital Advisors
Delaware
$430K
BAM
549
Burgundy Asset Management
Ontario, Canada
$430K +$18K +79 +4%
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$430K +$366K +1,609 +571%