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 %
MGIA
626
Moneta Group Investment Advisors
Missouri
$249K +$249K +1,277 New
BFM
627
Boothbay Fund Management
New York
$248K +$248K +1,271 New
WCM Investment Management
628
WCM Investment Management
California
$243K +$11.1K +57 +5%
UF
629
Univest Financial
Pennsylvania
$242K
Verition Fund Management
630
Verition Fund Management
Connecticut
$242K -$310K -1,589 -56%
ACM
631
Alta Capital Management
Utah
$241K -$8.38K -43 -3%
MC
632
Machina Capital
France
$237K -$55.5K -285 -19%
BTW
633
Boston Trust Walden
Massachusetts
$236K -$40.5K -208 -15%
TBC
634
Ted Buchan & Co
California
$231K +$231K +1,185 New
NB
635
NBT Bank
New York
$230K -$2.14K -11 -0.9%
BFO
636
Biltmore Family Office
North Carolina
$229K
RTC
637
Riverview Trust Company
Washington
$228K
MWM
638
Mission Wealth Management
California
$228K +$7.21K +37 +3%
MCCA
639
Mill Creek Capital Advisors
Pennsylvania
$227K +$227K +1,163 New
CWP
640
Cyndeo Wealth Partners
Florida
$226K -$19.5K -100 -8%
V
641
VeraBank
Texas
$226K
PWM
642
Perigon Wealth Management
California
$226K -$7.8K -40 -3%
BSAM
643
Blue Square Asset Management
New York
$224K
KFC
644
Klingenstein Fields & Co
New York
$219K
PCS
645
Personal CFO Solutions
New Jersey
$219K -$198K -1,014 -47%
JWCA
646
J.W. Cole Advisors
Florida
$218K -$12.7K -65 -5%
KI
647
Kapitalo Investimentos
Brazil
$217K +$217K +1,112 New
NFG
648
Nadler Financial Group
Illinois
$215K +$215K +1,103 New
CWM
649
Curi Wealth Management
North Carolina
$214K +$214K +1,098 New
Koshinski Asset Management
650
Koshinski Asset Management
Illinois
$209K +$209K +1,074 New