895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
626
Brown Advisory
Maryland
$342K -$84.4K -330 -20%
IPAM
627
ICICI Prudential Asset Management
India
$342K +$9.21K +36 +3%
PFS
628
Prospera Financial Services
Texas
$340K -$34.8K -136 -9%
ETC
629
Exchange Traded Concepts
Oklahoma
$338K +$16.4K +64 +5%
HH
630
Hilltop Holdings
Texas
$336K -$3.33K -13 -1%
QWP
631
Quotient Wealth Partners
Texas
$335K +$16.4K +64 +5%
WCM Investment Management
632
WCM Investment Management
California
$331K +$2.81K +11 +0.9%
HI
633
Harbour Investments
Wisconsin
$331K -$14.6K -57 -4%
LSPW
634
Lake Street Private Wealth
Illinois
$330K +$330K +1,291 New
EA
635
Ergawealth Advisors
Illinois
$330K +$1.02K +4 +0.3%
VF
636
VitalStone Financial
Texas
$327K +$327K +1,278 New
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K -$71.3K -279 -18%
SHJ
638
Sharkey, Howes & Javer
Colorado
$322K
UF
639
Univest Financial
Pennsylvania
$318K
IWM
640
IHT Wealth Management
Illinois
$317K -$9.72K -38 -3%
MGIA
641
Moneta Group Investment Advisors
Missouri
$312K -$7.16K -28 -2%
TIAA Trust, National Association
642
TIAA Trust, National Association
North Carolina
$311K -$3.58K -14 -1%
BTW
643
Boston Trust Walden
Massachusetts
$310K
ACP
644
Aviance Capital Partners
Florida
$308K +$308K +1,204 New
IFS
645
Ifrah Financial Services
Arkansas
$308K -$2.3K -9 -0.7%
PWM
646
Perigon Wealth Management
California
$304K -$2.56K -10 -0.8%
RTC
647
Riverview Trust Company
Washington
$299K
BFO
648
Biltmore Family Office
North Carolina
$298K
V
649
VeraBank
Texas
$297K
AWM
650
Avior Wealth Management
Nebraska
$296K +$296K +1,158 New