803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
576
Panagora Asset Management
Massachusetts
$337K -$625K -3,096 -65%
EFSCE
577
Enterprise Financial Services Corp (EFSC)
Missouri
$336K -$1.01K -5 -0.3%
HT
578
Heritage Trust
Oklahoma
$336K
HFS
579
Hantz Financial Services
Michigan
$333K -$36.8K -182 -10%
BCM
580
Boltwood Capital Management
California
$329K +$9.48K +47 +3%
CA
581
CoreCap Advisors
Michigan
$327K -$102K -507 -24%
LA
582
Legacy Advisors
Pennsylvania
$327K +$8.68K +43 +3%
JWM
583
Janiczek Wealth Management
Colorado
$326K +$325K +1,610 +26,833%
VF
584
Virtu Financial
New York
$325K +$325K +1,610 New
WPC
585
Wedmont Private Capital
Pennsylvania
$323K +$24.1K +116 +8%
IWC
586
Integrated Wealth Concepts
Massachusetts
$323K +$6.05K +30 +2%
RCAG
587
Rehmann Capital Advisory Group
Michigan
$322K +$322K +1,596 New
JWCA
588
J.W. Coons Advisors
Ohio
$317K -$62.7K -311 -17%
TAM
589
Trust Asset Management
Texas
$317K
FTDI
590
First Trust Direct Indexing
Massachusetts
$312K +$10.1K +50 +3%
AIP
591
Ameritas Investment Partners
Nebraska
$312K -$23.6K -117 -7%
CIA
592
Capital Investment Advisors
Georgia
$312K +$81.7K +405 +35%
XT
593
XTX Topco
Cayman Islands
$311K -$526K -2,606 -63%
CA
594
Cetera Advisors
Colorado
$308K -$605 -3 -0.2%
Capstone Investment Advisors
595
Capstone Investment Advisors
New York
$306K -$68.4K -339 -18%
CWC
596
Carolinas Wealth Consulting
North Carolina
$306K -$10.4K -52 -3%
NIM
597
NEOS Investment Management
Connecticut
$300K +$300K +1,487 New
WS
598
Wedbush Securities
California
$300K -$24.8K -123 -8%
PCM
599
Penserra Capital Management
California
$293K -$17.7K -88 -6%
CCA
600
Checchi Capital Advisers
California
$293K -$9.68K -48 -3%