844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
526
Procyon Advisors
Connecticut
$402K -$19.3K -111 -5%
RFN
527
RDA Financial Network
Iowa
$393K +$108K +619 +38%
MYIA
528
Mount Yale Investment Advisors
Colorado
$389K -$7.14K -41 -2%
TCM
529
Tributary Capital Management
Nebraska
$388K -$20.9K -120 -5%
IAS
530
Insigneo Advisory Services
Florida
$381K -$19.1K -110 -5%
NAS
531
Nicolet Advisory Services
Wisconsin
$379K -$230K -1,258 -38%
WANY
532
Wealthspire Advisors (New York)
New York
$378K -$8.01K -46 -2%
CUAMC
533
China Universal Asset Management Company
China
$377K +$82.7K +475 +28%
WA
534
Waverly Advisors
Alabama
$374K +$374K +2,147 New
KCM
535
Kathmere Capital Management
Pennsylvania
$365K -$57.1K -328 -14%
VC
536
Vestor Capital
Illinois
$362K +$174 +1 +0%
UB
537
UMB Bank
Missouri
$359K +$26.6K +153 +8%
RG
538
Renaissance Group
Kentucky
$358K -$468K -2,689 -57%
SM
539
STF Management
Texas
$357K +$19.1K +110 +6%
WS
540
Wedbush Securities
California
$356K +$119K +687 +51%
GT
541
Greenleaf Trust
Michigan
$353K -$20.5K -118 -5%
GI
542
GAMMA Investing
California
$351K +$21.8K +125 +7%
MPCG
543
Matrix Private Capital Group
New York
$350K +$8.7K +50 +3%
WAM
544
Wolverine Asset Management
Illinois
$346K
SIM
545
Studio Investment Management
Illinois
$345K +$5.57K +32 +2%
DFCM
546
Dark Forest Capital Management
Puerto Rico
$344K -$281K -1,615 -45%
MSA
547
MUFG Securities Americas
New York
$343K +$343K +1,968 New
LS
548
Livforsakringsbolaget Skandia
Sweden
$340K
JFL
549
Jarislowsky, Fraser Ltd
Quebec, Canada
$339K
RP
550
Riverwater Partners
Wisconsin
$333K +$82.3K +473 +33%