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 %
WCM Investment Management
626
WCM Investment Management
California
$257K +$2.02K +10 +0.8%
PF
627
Phoenix Financial
Israel
$257K +$10.6K +52 +4%
Credit Agricole
628
Credit Agricole
France
$254K +$254K +1,261 New
SHJ
629
Sharkey, Howes & Javer
Colorado
$254K +$254K +1,259 New
UF
630
Univest Financial
Pennsylvania
$251K
HI
631
Harbour Investments
Wisconsin
$247K +$20.6K +102 +9%
EFM
632
E Fund Management
China
$246K -$21K -104 -8%
BTW
633
Boston Trust Walden
Massachusetts
$244K
PWM
634
Perigon Wealth Management
California
$238K +$238K +1,181 New
FCP
635
Fidelis Capital Partners
Florida
$237K +$237K +1,176 New
RTC
636
Riverview Trust Company
Washington
$236K
BFO
637
Biltmore Family Office
North Carolina
$235K
IWP
638
Invenio Wealth Partners
Florida
$234K -$73.6K -365 -24%
V
639
VeraBank
Texas
$234K
TIAA Trust, National Association
640
TIAA Trust, National Association
North Carolina
$233K +$233K +1,156 New
BSAM
641
Blue Square Asset Management
New York
$232K -$1.41K -7 -0.6%
EAM
642
Empirical Asset Management
Massachusetts
$231K +$231K +1,146 New
PP
643
PDS Planning
Ohio
$229K +$229K +1,136 New
KFC
644
Klingenstein Fields & Co
New York
$227K
PCS
645
Personal CFO Solutions
New Jersey
$227K -$150K -741 -40%
BAAM
646
Baker Avenue Asset Management
California
$227K +$2.22K +11 +1%
NFG
647
Nadler Financial Group
Illinois
$224K +$807 +4 +0.4%
DT
648
Diversified Trust
Tennessee
$223K +$223K +1,106 New
MCCA
649
Mill Creek Capital Advisors
Pennsylvania
$222K -$14.9K -74 -6%
ZIM
650
Zacks Investment Management
Illinois
$220K -$506K -2,508 -70%