717 hedge funds and large institutions have $22.2B invested in CDW in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+25
Holders Change %
+3.61%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
86
Increased
259
Reduced
273
Closed
56
Calls
$24.8M
Puts
$24.2M
Net Calls
+$582K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
551
Blueshift Asset Management
New Jersey
$228K +$228K +1,304 New
PCS
552
Personal CFO Solutions
New Jersey
$228K +$228K +1,308 New
Wolverine Trading
553
Wolverine Trading
Illinois
$226K +$226K +1,279 New
AIA
554
Affinity Investment Advisors
California
$226K +$226K +1,293 New
CWM
555
Curi Wealth Management
North Carolina
$225K
CI
556
Conning Inc
Connecticut
$224K -$29.9K -171 -12%
MCA
557
Magnolia Capital Advisors
Mississippi
$224K -$5.58K -32 -2%
CWC
558
Carolinas Wealth Consulting
North Carolina
$224K -$5.25K -30 -2%
TAM
559
Trust Asset Management
Texas
$224K +$224K +1,281 New
GLLW
560
Graves Light Lenhart Wealth
Virginia
$222K -$19.4K -111 -8%
TMAM
561
Tokio Marine Asset Management
Japan
$221K +$221K +1,266 New
QI
562
Qtron Investments
Massachusetts
$220K +$220K +1,260 New
BBA
563
Braun-Bostich & Associates
Pennsylvania
$217K -$1.22K -7 -0.6%
AF
564
Advisornet Financial
Minnesota
$215K
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$213K
HCP
566
Hexagon Capital Partners
Arkansas
$213K +$57.7K +331 +37%
AMCA
567
Arthur M. Cohen & Associates
Illinois
$212K -$350 -2 -0.2%
WAS
568
Wealth Advisory Solutions
Indiana
$208K +$208K +1,189 New
PTC
569
Private Trust Company
Ohio
$207K -$39.4K -225 -16%
BWM
570
Buckley Wealth Management
Nevada
$207K +$207K +1,187 New
BFO
571
Biltmore Family Office
North Carolina
$204K +$204K +1,166 New
SI
572
Stephens Inc
Arkansas
$204K +$204K +1,170 New
V
573
VeraBank
Texas
$203K +$203K +1,160 New
BSAM
574
Blue Square Asset Management
New York
$201K +$201K +1,151 New
HWMA
575
Heritage Wealth Management (Arizona)
Arizona
$196K +$110K +629 +128%