858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
576
Arrow Investment Advisors
Maryland
$373K +$373K +1,643 New
TPI
577
Trust Point Inc
Wisconsin
$373K +$373K +1,643 New
WPC
578
Wedmont Private Capital
Pennsylvania
$372K +$33.2K +152 +10%
XT
579
XTX Topco
Cayman Islands
$372K +$21.1K +93 +6%
GL
580
Graypoint LLC
New York
$367K -$23.6K -104 -6%
D.E. Shaw & Co
581
D.E. Shaw & Co
New York
$364K -$669K -2,941 -65%
RBC
582
Romano Brothers & Co
Illinois
$363K -$17.5K -77 -5%
ONB
583
Old National Bancorp
Indiana
$360K -$486K -2,137 -57%
DI
584
DFPG Investments
Utah
$359K +$56.7K +261 +19%
CA
585
Cetera Advisors
Colorado
$359K +$11.6K +51 +3%
RCAG
586
Rehmann Capital Advisory Group
Michigan
$358K -$4.55K -20 -1%
TAM
587
Trust Asset Management
Texas
$357K
BL
588
Balentine LLC
Georgia
$354K +$62.3K +274 +21%
IWC
589
Integrated Wealth Concepts
Massachusetts
$352K -$12K -53 -3%
GWANC
590
Guardian Wealth Advisors (North Carolina)
North Carolina
$351K -$60.7K -267 -15%
SFI
591
Siemens Fonds Invest
Germany
$349K -$536K -2,358 -61%
CA
592
CoreCap Advisors
Michigan
$348K -$21.4K -94 -6%
DADC
593
D.A. Davidson & Co
Montana
$348K +$348K +1,529 New
CWC
594
Carolinas Wealth Consulting
North Carolina
$347K
RP
595
Riverwater Partners
Wisconsin
$345K -$238K -1,046 -41%
CCA
596
Checchi Capital Advisers
California
$341K +$11.4K +50 +3%
PF
597
Phoenix Financial
Israel
$341K +$46.1K +197 +16%
AWA
598
Aaron Wealth Advisors
Illinois
$341K +$14.5K +64 +4%
OWA
599
Opal Wealth Advisors
New York
$335K +$5.23K +23 +2%
JWCA
600
J.W. Coons Advisors
Ohio
$334K -$22.7K -100 -6%