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 %
BCV
551
Banque Cantonale Vaudoise
Switzerland
$379K
RWPA
552
Richard W. Paul & Associates
Michigan
$377K -$51.4K -264 -12%
PTC
553
Private Trust Company
Ohio
$376K +$3.7K +19 +1%
BC
554
Bridgefront Capital
Texas
$375K +$375K +1,924 New
HFS
555
Hantz Financial Services
Michigan
$372K +$31K +159 +9%
PA
556
Profund Advisors
Maryland
$370K +$56.1K +288 +18%
CQS
557
Credential Qtrade Securities
$361K -$18.7K -96 -5%
IFU
558
iSAM Funds (UK)
United Kingdom
$359K -$128K -658 -26%
ACA
559
Aptus Capital Advisors
Alabama
$357K -$41.9K -215 -10%
GWANC
560
Guardian Wealth Advisors (North Carolina)
North Carolina
$357K -$41.5K -213 -10%
NRW
561
Nova R Wealth
Kansas
$357K +$585 +3 +0.2%
JCM
562
Jacobi Capital Management
Pennsylvania
$354K +$4.68K +24 +1%
PFS
563
Prospera Financial Services
Texas
$354K +$6.07K +31 +2%
JFG
564
Jefferies Financial Group
New York
$352K +$352K +1,807 New
RJT
565
Raymond James Trust
Florida
$351K -$2.34K -12 -0.7%
MPCG
566
Matrix Private Capital Group
New York
$345K -$98.2K -504 -22%
FTDI
567
First Trust Direct Indexing
Massachusetts
$342K +$32.9K +169 +11%
LGA
568
Lebenthal Global Advisors
New York
$339K -$65.5K -336 -16%
IWM
569
IHT Wealth Management
Illinois
$336K +$113K +582 +51%
AMCA
570
Arthur M. Cohen & Associates
Illinois
$334K
RFN
571
RDA Financial Network
Iowa
$332K -$14K -72 -4%
BRWA
572
B. Riley Wealth Advisors
Florida
$326K -$235K -1,206 -42%
RBC
573
Romano Brothers & Co
Illinois
$326K
AIP
574
Ameritas Investment Partners
Nebraska
$324K
CGL
575
Clarius Group LLC
Washington
$322K -$5.85K -30 -2%