803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
601
Valley Wealth Managers
New Jersey
$293K +$12.1K +60 +4%
OWA
602
Opal Wealth Advisors
New York
$292K +$13.3K +66 +5%
NG
603
Norden Group
Utah
$292K +$292K +1,448 New
LAS
604
Lloyd Advisory Services
Georgia
$292K +$292K +1,448 New
DI
605
DFPG Investments
Utah
$290K +$290K +1,392 New
CI
606
Cigna Investments
Connecticut
$290K -$38.3K -190 -12%
AWA
607
Aaron Wealth Advisors
Illinois
$289K -$117K -578 -29%
ST
608
Smithfield Trust
Pennsylvania
$288K -$27.9K -138 -9%
FA
609
FDx Advisors
Illinois
$288K +$288K +1,427 New
YIA
610
YHB Investment Advisors
Connecticut
$285K
CW
611
CreativeOne Wealth
Kansas
$282K -$113K -560 -29%
MCM
612
MAI Capital Management
Ohio
$280K +$49.8K +247 +22%
GS
613
GTS Securities
New York
$279K +$279K +1,384 New
MNBTD
614
Moody National Bank Trust Division
Texas
$278K
PWPS
615
Pinnacle Wealth Planning Services
Ohio
$272K -$202 -1 -0.1%
KIA
616
KLR Investment Advisors
Rhode Island
$269K +$19.7K +101 +8%
FSA
617
Franklin Street Advisors
North Carolina
$268K
HH
618
Hilltop Holdings
Texas
$268K -$14.7K -73 -5%
DTL
619
Dynamic Technology Lab
Singapore
$265K -$894K -4,428 -77%
CGL
620
Clarius Group LLC
Washington
$263K -$49.6K -246 -16%
AWA
621
Arkadios Wealth Advisors
Georgia
$261K -$16.5K -82 -6%
FT
622
Fiduciary Trust
Massachusetts
$260K +$260K +1,288 New
IFS
623
Ifrah Financial Services
Arkansas
$259K -$2.42K -12 -0.9%
BL
624
Balentine LLC
Georgia
$259K +$259K +1,284 New
EA
625
Ergawealth Advisors
Illinois
$259K