844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
576
Panagora Asset Management
Massachusetts
$288K -$174 -1 -0.1%
ZIC
577
ZWJ Investment Counsel
Georgia
$286K
BBHC
578
Brown Brothers Harriman & Co
New York
$284K +$45.4K +261 +19%
NED
579
Nancy E. Dempze
$278K -$87K -500 -24%
HH
580
Hilltop Holdings
Texas
$278K -$20.7K -119 -7%
VF
581
Vest Financial
Virginia
$278K +$119K +684 +75%
PAS
582
Park Avenue Securities
New York
$274K -$224K -1,288 -45%
PD
583
Point72 (DIFC)
United Arab Emirates
$273K +$273K +1,571 New
TAM
584
Trust Asset Management
Texas
$273K
CWM
585
Connecticut Wealth Management
Connecticut
$266K -$732K -4,203 -73%
BCA
586
Bay Capital Advisors
Virginia
$261K +$261K +1,500 New
TPI
587
Trust Point Inc
Wisconsin
$260K -$17.6K -101 -6%
ST
588
Smithfield Trust
Pennsylvania
$258K
HT
589
Heritage Trust
Oklahoma
$257K +$257K +1,477 New
SIA
590
Schechter Investment Advisors
Michigan
$257K -$157K -900 -38%
SFI
591
Siemens Fonds Invest
Germany
$254K
CWC
592
Carolinas Wealth Consulting
North Carolina
$252K -$13.7K -79 -5%
WPC
593
Wedmont Private Capital
Pennsylvania
$251K -$64.8K -354 -20%
FCH
594
Freestone Capital Holdings
Washington
$250K
Brown Advisory
595
Brown Advisory
Maryland
$249K -$38.5K -221 -13%
JCM
596
Jacobi Capital Management
Pennsylvania
$248K +$10.6K +61 +4%
GL
597
Graypoint LLC
New York
$245K -$42.3K -243 -15%
PP
598
PDS Planning
Ohio
$245K +$39K +224 +19%
SHFA
599
SS&H Financial Advisors
Michigan
$245K
AFG
600
Atomi Financial Group
New York
$238K +$20.7K +119 +10%