858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
626
KLR Investment Advisors
Rhode Island
$285K -$28.4K -125 -9%
MGIA
627
Moneta Group Investment Advisors
Missouri
$283K +$283K +1,247 New
QWP
628
Quotient Wealth Partners
Texas
$283K +$283K +1,244 New
UF
629
Univest Financial
Pennsylvania
$283K
FT
630
Fiduciary Trust
Massachusetts
$282K -$10.5K -46 -4%
TIAA Trust, National Association
631
TIAA Trust, National Association
North Carolina
$280K +$17K +75 +6%
FCP
632
Fidelis Capital Partners
Florida
$279K +$12K +53 +5%
LA
633
Legacy Advisors
Pennsylvania
$276K -$92.1K -405 -25%
IFS
634
Ifrah Financial Services
Arkansas
$275K -$16.8K -74 -6%
BTW
635
Boston Trust Walden
Massachusetts
$275K
PCM
636
Penserra Capital Management
California
$275K -$55K -243 -17%
MFWP
637
Mosaic Family Wealth Partners
Missouri
$275K +$275K +1,209 New
PWM
638
Perigon Wealth Management
California
$272K +$3.64K +16 +1%
BAM
639
Blueshift Asset Management
New Jersey
$272K +$272K +1,196 New
MIS
640
Morningstar Investment Services
Illinois
$269K +$269K +1,178 New
CGL
641
Clarius Group LLC
Washington
$268K -$28.6K -126 -10%
SEC
642
Seven Eight Capital
New York
$267K -$669K -2,943 -72%
Balyasny Asset Management
643
Balyasny Asset Management
Illinois
$266K -$413K -1,815 -61%
RTC
644
Riverview Trust Company
Washington
$266K
BFO
645
Biltmore Family Office
North Carolina
$265K
Holocene Advisors
646
Holocene Advisors
New York
$265K +$265K +1,164 New
IWP
647
Invenio Wealth Partners
Florida
$264K
V
648
VeraBank
Texas
$264K
DT
649
Diversified Trust
Tennessee
$263K +$11.6K +51 +5%
BSAM
650
Blue Square Asset Management
New York
$262K