692 hedge funds and large institutions have $21.5B invested in CDW in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 253 increasing their positions, 263 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-7
Holders Change %
-1%
% of All Funds
12.19%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
83
Increased
253
Reduced
263
Closed
85
Calls
$38.6M
Puts
$18.4M
Net Calls
+$20.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
601
Whittier Trust
California
$42K +$5.64K +34 +16%
SIA
602
SkyView Investment Advisors
New Jersey
$41K +$31.3K +187 +322%
WTC
603
WhitTier Trust Company
Nevada
$39K
BCA
604
Berman Capital Advisors
Georgia
$38K -$17.9K -109 -32%
RWB
605
RMR Wealth Builders
New Jersey
$38K -$1.99K -12 -5%
CIA
606
CSat Investment Advisory
Michigan
$38K -$1.32K -8 -3%
PO
607
Private Ocean
California
$37K
PA
608
Parallel Advisors
California
$37K +$7.53K +46 +26%
NSIM
609
North Star Investment Management
Illinois
$36K
BWP
610
Baldwin Wealth Partners
Massachusetts
$33K
AssetMark Inc
611
AssetMark Inc
California
$32K +$4.62K +28 +17%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$30K
CFN
613
Cordasco Financial Network
Florida
$30K
FCA
614
FinTrust Capital Advisors
South Carolina
$28K -$8.62K -52 -24%
FFC
615
First Financial Corp
Indiana
$27K
PB
616
Pinnacle Bancorp
Nebraska
$26K
NIC
617
Northwest Investment Counselors
Oregon
$25K +$25K +154 New
TCWM
618
Total Clarity Wealth Management
Illinois
$24K +$24K +147 New
FEG
619
Financial Enhancement Group
Indiana
$23K -$10.3K -62 -31%
Jones Financial Companies
620
Jones Financial Companies
Missouri
$22K -$508 -3 -2%
HR
621
Howe & Rusling
New York
$22K +$13.1K +80 +148%
ST
622
Sageworth Trust
Pennsylvania
$21K
AWA
623
Arkadios Wealth Advisors
Georgia
$21K +$477 +3 +2%
TWA
624
TCI Wealth Advisors
Arizona
$21K +$6.22K +37 +42%
DAC
625
Dividend Assets Capital
South Carolina
$20K