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 %
FTDI
551
First Trust Direct Indexing
Massachusetts
$422K +$69.8K +307 +20%
RJT
552
Raymond James Trust
Florida
$421K -$5K -22 -1%
PTC
553
Private Trust Company
Ohio
$421K -$13.6K -60 -3%
ACA
554
Aptus Capital Advisors
Alabama
$419K -$69.6K -306 -14%
SEM
555
Suncoast Equity Management
Florida
$418K -$6.14K -27 -1%
KPWS
556
Kestra Private Wealth Services
Texas
$415K +$415K +1,824 New
AWM
557
Apollon Wealth Management
South Carolina
$407K -$505K -2,223 -55%
NP
558
Nilsine Partners
Colorado
$406K -$464K -2,039 -53%
CCA
559
Covey Capital Advisors
Georgia
$406K +$406K +1,787 New
TWC
560
TD Waterhouse Canada
Ontario, Canada
$402K -$260K -1,179 -39%
MPCG
561
Matrix Private Capital Group
New York
$402K -$2.5K -11 -0.6%
FCH
562
Freestone Capital Holdings
Washington
$402K
PTC
563
Petrus Trust Company
Texas
$400K
HFM
564
Harvest Fund Management
China
$393K +$240K +1,177 +157%
PS
565
Principal Securities
Iowa
$392K +$392K +1,724 New
BCM
566
Boltwood Capital Management
California
$391K +$20.5K +90 +6%
OWM
567
OneAscent Wealth Management
Alabama
$390K -$36.4K -160 -9%
AMCA
568
Arthur M. Cohen & Associates
Illinois
$389K
SIM
569
Studio Investment Management
Illinois
$386K -$69.1K -304 -15%
FCI
570
Financial Counselors Inc
Kansas
$386K
RFN
571
RDA Financial Network
Iowa
$381K -$29.8K -131 -7%
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
$380K +$2.05K +9 +0.5%
PAM
573
Panagora Asset Management
Massachusetts
$380K +$455 +2 +0.1%
Brown Advisory
574
Brown Advisory
Maryland
$379K -$140K -615 -27%
HT
575
Heritage Trust
Oklahoma
$378K