895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
576
World Investment Advisors
California
$443K +$443K +1,731 New
OC
577
Oppenheimer & Co
New York
$438K -$80.8K -316 -16%
FCI
578
Financial Counselors Inc
Kansas
$434K
PAM
579
Panagora Asset Management
Massachusetts
$429K +$1.79K +7 +0.4%
CT
580
Chicago Trust
Illinois
$428K -$90.8K -355 -17%
GI
581
GAMMA Investing
California
$426K +$49.1K +192 +13%
HT
582
Heritage Trust
Oklahoma
$425K
GL
583
Graypoint LLC
New York
$424K +$10.5K +41 +3%
WPW
584
Waldron Private Wealth
Pennsylvania
$421K -$549K -2,148 -57%
ZIC
585
ZWJ Investment Counsel
Georgia
$421K +$421K +1,645 New
TPI
586
Trust Point Inc
Wisconsin
$411K -$9.72K -38 -2%
FT
587
Fiduciary Trust
Massachusetts
$407K +$89.5K +350 +28%
ACA
588
Aptus Capital Advisors
Alabama
$406K -$65.2K -255 -14%
I
589
InceptionR
California
$404K +$404K +1,580 New
FFA
590
Florida Financial Advisors
Florida
$404K +$122K +477 +43%
CCA
591
Covey Capital Advisors
Georgia
$403K -$54.2K -212 -12%
TAM
592
Trust Asset Management
Texas
$402K
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$402K -$26.1K -102 -6%
VFA
594
Values First Advisors
Tennessee
$395K +$73.4K +287 +23%
BL
595
Balentine LLC
Georgia
$395K -$3.84K -15 -1%
CCA
596
Checchi Capital Advisers
California
$395K +$10.5K +41 +3%
HWM
597
HB Wealth Management
Georgia
$395K +$19.2K +75 +5%
RFN
598
RDA Financial Network
Iowa
$394K -$34.3K -134 -8%
AWA
599
Aaron Wealth Advisors
Illinois
$394K +$10.7K +42 +3%
VWM
600
Valley Wealth Managers
New Jersey
$393K +$17.4K +68 +5%