788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
626
MAI Capital Management
Ohio
$209K +$209K +1,140 New
KFC
627
Klingenstein Fields & Co
New York
$207K
TF
628
TIAA FSB
Florida
$206K +$206K +1,125 New
HI
629
Harbour Investments
Wisconsin
$206K +$94.9K +517 +86%
PFO
630
Pathstone Family Office
New Jersey
$205K -$87.9K -562 -30%
BAAM
631
Baker Avenue Asset Management
California
$204K +$29.2K +159 +17%
NFG
632
Nadler Financial Group
Illinois
$203K +$551 +3 +0.3%
ACM
633
Alta Capital Management
Utah
$201K -$26.4K -144 -12%
SC
634
Steph & Co
Wisconsin
$199K -$41.7K -227 -17%
Acadian Asset Management
635
Acadian Asset Management
Massachusetts
$196K -$93K -507 -32%
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K -$72.5K -395 -28%
AIM
637
Arcadia Investment Management
Michigan
$184K
SS
638
Sunbelt Securities
Texas
$183K -$373K -2,032 -67%
DMBA
639
Deseret Mutual Benefit Administrators
Utah
$182K +$1.1K +6 +0.6%
AA
640
Ancora Advisors
Ohio
$182K
MA
641
MCF Advisors
Kentucky
$181K +$107K +585 +145%
AAP
642
Arax Advisory Partners
Colorado
$177K -$301K -1,641 -63%
EWA
643
EverSource Wealth Advisors
Alabama
$174K +$16.3K +89 +10%
AF
644
Advisornet Financial
Minnesota
$167K -$5.14K -28 -3%
SWM
645
Spire Wealth Management
Virginia
$167K -$89.4K -487 -35%
T
646
TOBAM
France
$165K +$165K +898 New
SIM
647
Sentry Investment Management
Wisconsin
$162K
PP
648
PFS Partners
New Jersey
$154K
JSAM
649
J. Safra Asset Management
New York
$154K
CFO
650
CVA Family Office
Colorado
$150K -$17.4K -95 -10%