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 %
AA
576
ALPS Advisors
Colorado
$322K -$34.9K -179 -10%
FMAEN1
577
Fund Management at Engine No 1
California
$320K +$29.4K +151 +10%
CI
578
Cigna Investments
Connecticut
$318K -$5.27K -27 -2%
NB
579
Nicolet Bankshares
Wisconsin
$316K -$11.7K -133 -4%
HH
580
Hilltop Holdings
Texas
$315K -$3.51K -18 -1%
BCM
581
Boltwood Capital Management
California
$309K +$6.24K +32 +2%
SFA
582
Sequoia Financial Advisors
Ohio
$308K +$27.7K +142 +10%
IWC
583
Integrated Wealth Concepts
Massachusetts
$308K +$62.4K +320 +25%
Acadian Asset Management
584
Acadian Asset Management
Massachusetts
$307K
CWC
585
Carolinas Wealth Consulting
North Carolina
$307K
TAM
586
Trust Asset Management
Texas
$306K +$7.02K +36 +2%
CP
587
Camelot Portfolios
Ohio
$304K +$1.56K +8 +0.5%
QCG
588
Quadrant Capital Group
Ohio
$303K -$3.12K -16 -1%
PTC
589
Petrus Trust Company
Texas
$301K -$309K -1,583 -51%
FRM
590
Fox Run Management
Connecticut
$299K -$264K -1,357 -47%
AWS
591
Atria Wealth Solutions
New York
$299K -$792K -4,067 -73%
CG
592
Caprock Group
Idaho
$297K -$5.26K -27 -2%
RCM
593
Raleigh Capital Management
North Carolina
$294K +$18.5K +95 +7%
OWA
594
Opal Wealth Advisors
New York
$290K +$9.94K +51 +4%
CCA
595
Checchi Capital Advisers
California
$289K +$23.2K +119 +9%
EFM
596
E Fund Management
China
$285K +$20.5K +105 +8%
HWM
597
HB Wealth Management
Georgia
$282K +$21.6K +111 +8%
HFM
598
Harvest Fund Management
China
$279K
ETC
599
Exchange Traded Concepts
Oklahoma
$278K +$6.04K +31 +2%
TRCT
600
Tower Research Capital (TRC)
New York
$277K -$335K -1,718 -55%