692 hedge funds and large institutions have $21.5B invested in CDW in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 253 increasing their positions, 263 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-7
Holders Change %
-1%
% of All Funds
12.19%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
83
Increased
253
Reduced
263
Closed
85
Calls
$38.6M
Puts
$18.4M
Net Calls
+$20.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
576
Quadrant Capital Group
Ohio
$89K +$19.2K +116 +27%
MWP
577
Meridian Wealth Partners
Pennsylvania
$88K +$330 +2 +0.4%
FA
578
Fortis Advisors
Pennsylvania
$88K +$88K +531 New
SQA
579
Simon Quick Advisors
New Jersey
$87K +$165 +1 +0.2%
APP
580
Alpha Paradigm Partners
Illinois
$87K +$87K +524 New
BHWM
581
Bay Harbor Wealth Management
Maryland
$85K +$1.66K +10 +2%
HWMA
582
Heritage Wealth Management (Arizona)
Arizona
$82K +$82K +492 New
SOW
583
State of Wyoming
Wyoming
$79K +$79K +477 New
ACM
584
Allred Capital Management
Texas
$74.9K +$74.9K +452 New
GFPC
585
Global Financial Private Client
Florida
$70.5K
DWA
586
Dougherty Wealth Advisers
Minnesota
$68K
LWM
587
Liberty Wealth Management
California
$68K
HFM
588
Harvest Fund Management
China
$67K +$67K +407 New
TAIM
589
TD Ameritrade Investment Management
Nebraska
$63K
SC
590
SouthState Corp
Florida
$61K
CWM
591
Cranbrook Wealth Management
Michigan
$61K +$61K +367 New
AWM
592
AllSquare Wealth Management
New York
$60K +$4.13K +25 +7%
Rockefeller Capital Management
593
Rockefeller Capital Management
New York
$60K +$40.9K +250 +214%
PCM
594
Penserra Capital Management
California
$59K +$9.28K +56 +19%
WLPWM
595
Walled Lake Planning & Wealth Management
Illinois
$55K
CI
596
CX Institutional
Indiana
$54K +$27.5K +167 +104%
HNB
597
Huntington National Bank
Ohio
$52K +$31K +186 +148%
OIA
598
Optimum Investment Advisors
Illinois
$50K
LAS
599
Lloyd Advisory Services
Georgia
$48K -$1.49K -9 -3%
FHC
600
First Horizon Corporation
Tennessee
$42K -$34.8K -213 -45%