699 hedge funds and large institutions have $17.3B invested in CDW in 2020 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 234 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+69
Holders Change %
+10.95%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
114
Increased
263
Reduced
234
Closed
39
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.15M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
601
Optimum Investment Advisors
Illinois
$40K -$64K -480 -62%
LAS
602
Lloyd Advisory Services
Georgia
$39K
PCM
603
Penserra Capital Management
California
$39K +$8.06K +62 +26%
RWB
604
RMR Wealth Builders
New Jersey
$32K +$32K +241 New
CIA
605
CSat Investment Advisory
Michigan
$31K -$94.9K -732 -75%
CCA
606
Column Capital Advisors
Indiana
$31K -$22.4K -173 -42%
WTC
607
WhitTier Trust Company
Nevada
$31K +$11.8K +90 +62%
PO
608
Private Ocean
California
$30K
PMFA
609
Plante Moran Financial Advisors
Michigan
$30K +$4.61K +35 +18%
FHA
610
First Horizon Advisors
Tennessee
$30K +$9.1K +71 +44%
FCA
611
FinTrust Capital Advisors
South Carolina
$29K -$8.01K -61 -22%
WT
612
Whittier Trust
California
$29K +$19.2K +145 +196%
NSIM
613
North Star Investment Management
Illinois
$28K +$131 +1 +0.5%
BWP
614
Baldwin Wealth Partners
Massachusetts
$26K
FEG
615
Financial Enhancement Group
Indiana
$26K
PA
616
Parallel Advisors
California
$24K -$9.33K -70 -28%
CFN
617
Cordasco Financial Network
Florida
$24K
BFEC
618
Benjamin F. Edwards & Company
Missouri
$24K
AssetMark Inc
619
AssetMark Inc
California
$22K -$2.39K -18 -10%
FFC
620
First Financial Corp
Indiana
$21K
CI
621
CX Institutional
Indiana
$21K +$8.22K +63 +64%
BII
622
Bainco International Investors
Massachusetts
$21K +$21K +155 New
PB
623
Pinnacle Bancorp
Nebraska
$20K
LF
624
Lee Financial
Texas
$19K -$129 -1 -0.7%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$18K +$18K +133 New