717 hedge funds and large institutions have $22.2B invested in CDW in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+25
Holders Change %
+3.61%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.24%
New
86
Increased
259
Reduced
273
Closed
56
Calls
$24.8M
Puts
$24.2M
Net Calls
+$582K
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
601
Deseret Mutual Benefit Administrators
Utah
$98K +$98K +561 New
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$95K +543 New
FA
603
Fortis Advisors
Pennsylvania
$93K
SOW
604
State of Wyoming
Wyoming
$93K +$10.1K +58 +12%
APP
605
Alpha Paradigm Partners
Illinois
$92K
SQA
606
Simon Quick Advisors
New Jersey
$92K +$175 +1 +0.2%
BHWM
607
Bay Harbor Wealth Management
Maryland
$90K +$699 +4 +0.8%
LWM
608
Liberty Wealth Management
California
$89K +$2.45K +14 +3%
EAM
609
Exos Asset Management
New York
$86K +$86K +490 New
CFGS
610
Concourse Financial Group Securities
Alabama
$85K -$281K -1,608 -77%
GM
611
GeoWealth Management
Illinois
$80K +$80K +459 New
TAIM
612
TD Ameritrade Investment Management
Nebraska
$79K -$5.26K -30 -6%
PCM
613
Penserra Capital Management
California
$79K +$17.2K +99 +28%
AS
614
Altshuler Shaham
Israel
$79K +$71.5K +411 +956%
PMAS
615
PNC Managed Account Solutions
Texas
$77K +$77K +438 New
GFPC
616
Global Financial Private Client
Florida
$73.1K
DWA
617
Dougherty Wealth Advisers
Minnesota
$72K
SC
618
SouthState Corp
Florida
$65K
AWM
619
AllSquare Wealth Management
New York
$62K -$1.58K -9 -2%
CWM
620
Cranbrook Wealth Management
Michigan
$61K -$2.96K -17 -5%
WLPWM
621
Walled Lake Planning & Wealth Management
Illinois
$58K +$175 +1 +0.3%
NIM
622
NuWave Investment Management
New Jersey
$58K +$58K +331 New
LAS
623
Lloyd Advisory Services
Georgia
$51K
CI
624
CX Institutional
Indiana
$50K -$7.54K -43 -13%
MC
625
Maverick Capital
Texas
$49K -$66.3K -379 -58%