844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
601
Cigna Investments
Connecticut
$237K
OFS
602
Orrstown Financial Services
Pennsylvania
$237K
HCM
603
Hengehold Capital Management
Ohio
$231K +$23.1K +133 +11%
JIC
604
Johnson Investment Counsel
Ohio
$231K -$133K -767 -37%
EA
605
Ergawealth Advisors
Illinois
$227K +$870 +5 +0.4%
LSPW
606
Lake Street Private Wealth
Illinois
$226K
DIA
607
Dana Investment Advisors
Wisconsin
$225K -$276K -1,584 -55%
OWA
608
Opal Wealth Advisors
New York
$225K -$4K -23 -2%
CCA
609
Checchi Capital Advisers
California
$224K -$31K -178 -12%
VSQM
610
V-Square Quantitative Management
Illinois
$224K +$36.9K +212 +20%
PTC
611
Private Trust Company
Ohio
$220K -$133K -763 -38%
OTPPB
612
Ontario Teachers' Pension Plan Board
Ontario, Canada
$220K -$656K -3,770 -75%
GWANC
613
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K +$1.91K +11 +0.9%
SHJ
614
Sharkey, Howes & Javer
Colorado
$219K
QWP
615
Quotient Wealth Partners
Texas
$219K -$15.5K -89 -7%
WBC
616
Westpac Banking Corp
Australia
$218K +$83.7K +481 +62%
CSP
617
Cary Street Partners
Virginia
$218K +$218K +1,252 New
UF
618
Univest Financial
Pennsylvania
$216K -$206K -1,184 -49%
FTWA
619
Fifth Third Wealth Advisors
Ohio
$214K +$1.04K +6 +0.5%
GCM
620
Graham Capital Management
Connecticut
$214K +$214K +1,231 New
ACP
621
Aviance Capital Partners
Florida
$212K
BTW
622
Boston Trust Walden
Massachusetts
$211K
DAS
623
Diversify Advisory Services
Utah
$210K -$9.71K -53 -4%
SVWAG
624
Sound View Wealth Advisors Group
Georgia
$210K -$128K -733 -38%
IWM
625
IHT Wealth Management
Illinois
$209K -$75.4K -433 -26%