747 hedge funds and large institutions have $22.7B invested in CDW in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 273 increasing their positions, 269 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
747
Holders Change
+30
Holders Change %
+4.18%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
78
Increased
273
Reduced
269
Closed
41
Calls
$22.8M
Puts
$48.6M
Net Calls
-$25.8M
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Shares
Change %
V
601
VeraBank
Texas
$211K
JWCA
602
J.W. Coons Advisors
Ohio
$211K +$211K +1,163 New
BSAM
603
Blue Square Asset Management
New York
$210K
AWA
604
Arkadios Wealth Advisors
Georgia
$210K +$50.9K +280 +32%
FHA
605
First Horizon Advisors
Tennessee
$207K +$45.9K +253 +29%
FRM
606
Fox Run Management
Connecticut
$207K +$207K +1,139 New
KFC
607
Klingenstein Fields & Co
New York
$205K +$205K +1,126 New
PCG
608
Private Capital Group
Connecticut
$203K +$34.8K +191 +21%
WPW
609
Waldron Private Wealth
Pennsylvania
$203K +$203K +1,118 New
SC
610
Steph & Co
Wisconsin
$199K
RTC
611
Riverview Trust Company
Washington
$199K
CWC
612
Carolinas Wealth Consulting
North Carolina
$198K -$34.5K -190 -15%
Capstone Investment Advisors
613
Capstone Investment Advisors
New York
$192K +$192K +1,056 New
WA
614
WestEnd Advisors
North Carolina
$182K -$174K
TSW
615
Thompson Siegel & Walmsley
Virginia
$182K
AIM
616
Arcadia Investment Management
Michigan
$182K
SPIA
617
Steward Partners Investment Advisory
New York
$181K +$8.92K +49 +5%
HFS
618
Hantz Financial Services
Michigan
$178K +$19.3K +106 +12%
AF
619
Advisornet Financial
Minnesota
$160K -$63.6K -350 -28%
AA
620
Ancora Advisors
Ohio
$158K
FDCDDQ
621
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K -$8.55K -47 -5%
FF
622
FourThought Financial
Florida
$148K -$16.5K -91 -10%
PWMG
623
Prestige Wealth Management Group
New Jersey
$138K
CMBA
624
C.M. Bidwell & Associates
Hawaii
$138K
GWM
625
Geneos Wealth Management
Colorado
$134K