803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
551
Private Trust Company
Ohio
$386K -$2.02K -10 -0.5%
AWM
552
AE Wealth Management
Kansas
$383K -$22.2K -110 -5%
WCA
553
Westover Capital Advisors
Delaware
$382K -$16.5K -82 -4%
OWM
554
OneAscent Wealth Management
Alabama
$379K -$91.1K -451 -19%
RJT
555
Raymond James Trust
Florida
$379K -$605 -3 -0.2%
SEM
556
Suncoast Equity Management
Florida
$376K +$23.2K +115 +7%
MYLI
557
Meiji Yasuda Life Insurance
Japan
$375K +$129K +640 +52%
HNB
558
Huntington National Bank
Ohio
$368K -$112K -557 -23%
BAM
559
Burgundy Asset Management
Ontario, Canada
$366K -$372K -1,841 -50%
GWANC
560
Guardian Wealth Advisors (North Carolina)
North Carolina
$365K -$7.06K -35 -2%
JCM
561
Jacobi Capital Management
Pennsylvania
$365K -$64.4K -319 -15%
MWM
562
Meridian Wealth Management
Kentucky
$364K +$12.7K +63 +4%
RFN
563
RDA Financial Network
Iowa
$364K +$25K +124 +7%
HWM
564
HB Wealth Management
Georgia
$360K +$88.6K +439 +33%
MPCG
565
Matrix Private Capital Group
New York
$359K
FCH
566
Freestone Capital Holdings
Washington
$357K -$55.7K -276 -14%
VA
567
Vident Advisory
Georgia
$355K +$355K +1,760 New
PTC
568
Petrus Trust Company
Texas
$355K
PVI
569
Pine Valley Investments
New Jersey
$350K +$350K +1,737 New
GL
570
Graypoint LLC
New York
$347K +$347K +1,720 New
AMCA
571
Arthur M. Cohen & Associates
Illinois
$345K
FCI
572
Financial Counselors Inc
Kansas
$342K -$404 -2 -0.1%
PFS
573
Prospera Financial Services
Texas
$342K -$25.7K -127 -7%
QCG
574
Quadrant Capital Group
Ohio
$340K +$85.5K +424 +34%
RBC
575
Romano Brothers & Co
Illinois
$338K