844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
626
Aaron Wealth Advisors
Illinois
$209K -$96.2K -553 -32%
Jones Financial Companies
627
Jones Financial Companies
Missouri
$205K -$37.6K -216 -16%
HI
628
Harbour Investments
Wisconsin
$205K +$1.57K +9 +0.8%
BFO
629
Biltmore Family Office
North Carolina
$204K
IFS
630
Ifrah Financial Services
Arkansas
$204K +$522 +3 +0.3%
TIAA Trust, National Association
631
TIAA Trust, National Association
North Carolina
$203K +$7.31K +42 +4%
V
632
VeraBank
Texas
$202K
PA
633
PharVision Advisers
Florida
$202K +$202K +1,159 New
BWP
634
Balboa Wealth Partners
Arizona
$202K
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
$200K -$416K -2,390 -67%
BSAM
636
Blue Square Asset Management
New York
$200K
QCG
637
Quadrant Capital Group
Ohio
$196K -$142K -814 -42%
VAG
638
VisionPoint Advisory Group
Texas
$193K -$5.78K -34 -3%
SFA
639
Semmax Financial Advisors
North Carolina
$193K -$21.2K -113 -10%
Federated Hermes
640
Federated Hermes
Pennsylvania
$190K +$36.4K +209 +24%
AA
641
Ancora Advisors
Ohio
$176K +$3.13K +18 +2%
AIM
642
Arcadia Investment Management
Michigan
$174K +$174K +1,000 New
DSC
643
Duncker Streett & Co
Missouri
$168K -$762K -4,381 -82%
PCM
644
Penserra Capital Management
California
$166K +$55.5K +322 +50%
MCM
645
MAI Capital Management
Ohio
$165K +$3.83K +22 +2%
CCM
646
Copeland Capital Management
Pennsylvania
$164K -$11.4M -65,251 -99%
AssetMark Inc
647
AssetMark Inc
California
$155K -$15.1K -87 -9%
AF
648
Advisornet Financial
Minnesota
$152K -$2.44K -14 -2%
PP
649
PFS Partners
New Jersey
$146K
TWC
650
TD Waterhouse Canada
Ontario, Canada
$146K -$123K -707 -46%