812 hedge funds and large institutions have $24.8B invested in CDW in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 309 increasing their positions, 320 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
-10
Holders Change %
-1.22%
% of All Funds
13%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
68
Increased
309
Reduced
320
Closed
67
Calls
$20.1M
Puts
$13.1M
Net Calls
+$7.04M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
601
YHB Investment Advisors
Connecticut
$276K
O
602
Ossiam
France
$275K +$19.3K +99 +8%
JFGIW
603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K +$257K +1,318 +1,607%
SWM
604
Spire Wealth Management
Virginia
$272K +$6.24K +32 +2%
EWM
605
Endowment Wealth Management
Wisconsin
$271K -$13.1K -67 -5%
CI Investments Inc
606
CI Investments Inc
Ontario, Canada
$270K -$9.36K -48 -3%
KIA
607
KLR Investment Advisors
Rhode Island
$269K +$2.53K +13 +1%
MNBTD
608
Moody National Bank Trust Division
Texas
$268K
VWM
609
Valley Wealth Managers
New Jersey
$268K -$14.4K -74 -5%
WPC
610
Wedmont Private Capital
Pennsylvania
$264K +$17K +90 +7%
BL
611
Balentine LLC
Georgia
$264K +$22.4K +115 +9%
HNB
612
Huntington National Bank
Ohio
$263K +$7.02K +36 +3%
1WA
613
180 Wealth Advisors
Washington
$262K +$262K +1,343 New
GWM
614
Gitterman Wealth Management
New Jersey
$260K +$260K +1,335 New
MOS
615
MGO One Seven
Ohio
$260K +$260K +1,333 New
AWM
616
Apollon Wealth Management
South Carolina
$259K +$259K +1,327 New
FSA
617
Franklin Street Advisors
North Carolina
$258K
NP
618
NorthRock Partners
Minnesota
$257K -$21.6K -111 -8%
JIC
619
Johnson Investment Counsel
Ohio
$257K -$87.1K -447 -25%
IFS
620
Ifrah Financial Services
Arkansas
$257K -$6.43K -33 -2%
SC
621
Steph & Co
Wisconsin
$255K
CC
622
Centiva Capital
New York
$254K -$225K -1,153 -47%
BPA
623
Beacon Pointe Advisors
California
$253K +$253K +1,298 New
PWPS
624
Pinnacle Wealth Planning Services
Ohio
$252K +$14.2K +73 +6%
EA
625
Ergawealth Advisors
Illinois
$249K +$585 +3 +0.2%