788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
576
Legacy Advisors
Pennsylvania
$289K +$289K +1,576 New
TAM
577
Trust Asset Management
Texas
$288K
IWC
578
Integrated Wealth Concepts
Massachusetts
$288K -$1.65K -9 -0.6%
ST
579
Smithfield Trust
Pennsylvania
$286K -$131K -718 -31%
CGL
580
Clarius Group LLC
Washington
$285K -$18.7K -102 -6%
CC
581
Cipher Capital
New York
$283K +$283K +1,544 New
PCM
582
Penserra Capital Management
California
$282K +$153K +841 +119%
CA
583
Cetera Advisors
Colorado
$281K -$444K -2,420 -61%
IWP
584
Invenio Wealth Partners
Florida
$280K +$280K +1,527 New
CCA
585
Checchi Capital Advisers
California
$275K +$2.75K +15 +1%
FTDI
586
First Trust Direct Indexing
Massachusetts
$275K -$46.8K -255 -15%
WPC
587
Wedmont Private Capital
Pennsylvania
$268K +$7.64K +41 +3%
AP
588
Arlington Partners
Alabama
$261K +$259K +1,409 +11,742%
YIA
589
YHB Investment Advisors
Connecticut
$259K
OTPPB
590
Ontario Teachers' Pension Plan Board
Ontario, Canada
$258K -$472K -2,574 -65%
HH
591
Hilltop Holdings
Texas
$257K -$40K -218 -13%
VWM
592
Valley Wealth Managers
New Jersey
$255K +$2.75K +15 +1%
PI
593
PFS Investments
Georgia
$254K -$5.12M -27,877 -95%
OWA
594
Opal Wealth Advisors
New York
$254K -$18.9K -103 -7%
MNBTD
595
Moody National Bank Trust Division
Texas
$253K
AWA
596
Arkadios Wealth Advisors
Georgia
$252K -$315K -1,714 -56%
PWPS
597
Pinnacle Wealth Planning Services
Ohio
$248K +$10.1K +55 +4%
IAM
598
Innovis Asset Management
Illinois
$248K +$248K +1,350 New
TCWM
599
Total Clarity Wealth Management
Illinois
$248K +$248K +1,349 New
HWM
600
HB Wealth Management
Georgia
$247K -$18.5K -101 -7%