895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GP
551
Girard Partners
Pennsylvania
$491K -$28.9K -113 -6%
HI
552
Horizon Investments
North Carolina
$488K -$20K -78 -4%
BRWA
553
B. Riley Wealth Advisors
Florida
$485K +$6.86K +34 +1%
CG
554
Caprock Group
Idaho
$485K -$46.3K -181 -9%
WCA
555
Westover Capital Advisors
Delaware
$484K
BAM
556
Burgundy Asset Management
Ontario, Canada
$484K
QCG
557
Quadrant Capital Group
Ohio
$482K -$7.67K -30 -2%
CANY
558
Caxton Associates (New York)
New York
$481K -$2.25M -8,781 -82%
RJT
559
Raymond James Trust
Florida
$481K +$6.65K +26 +1%
RCA
560
Roberts Capital Advisors
Colorado
$477K +$477K +1,865 New
PTC
561
Private Trust Company
Ohio
$474K -$256 -1 -0.1%
SIM
562
Studio Investment Management
Illinois
$462K +$27.9K +109 +6%
TWC
563
TD Waterhouse Canada
Ontario, Canada
$461K -$6.42K -25 -1%
NRW
564
Nova R Wealth
Kansas
$460K +$460K +1,797 New
UWS
565
Unique Wealth Strategies
Illinois
$460K -$351K -1,373 -43%
NP
566
Nilsine Partners
Colorado
$457K
MPCG
567
Matrix Private Capital Group
New York
$456K +$3.07K +12 +0.7%
BCM
568
Boltwood Capital Management
California
$455K +$14.1K +55 +3%
ANBT
569
American National Bank & Trust
Texas
$452K -$160K -624 -26%
FCH
570
Freestone Capital Holdings
Washington
$452K
PS
571
Principal Securities
Iowa
$452K +$11K +43 +2%
WPC
572
Wedmont Private Capital
Pennsylvania
$448K +$14.7K +58 +3%
RCAG
573
Rehmann Capital Advisory Group
Michigan
$447K +$44K +172 +11%
AMCA
574
Arthur M. Cohen & Associates
Illinois
$446K +$7.93K +31 +2%
OWM
575
OneAscent Wealth Management
Alabama
$444K +$5.37K +21 +1%