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 %
Federated Hermes
651
Federated Hermes
Pennsylvania
$148K +$184 +1 +0.1%
GEA
652
Glen Eagle Advisors
New Jersey
$146K +$40.4K +220 +38%
IUHSA
653
Itau Unibanco Holding S.A.
Brazil
$140K -$225K -1,228 -62%
PWMG
654
Prestige Wealth Management Group
New Jersey
$140K +$1.65K +9 +1%
GWM
655
Geneos Wealth Management
Colorado
$133K
CWM
656
Compass Wealth Management
Connecticut
$129K
SOW
657
State of Wyoming
Wyoming
$119K -$51.4K -280 -30%
BAM
658
Byrne Asset Management
New Jersey
$113K -$6.25K -34 -5%
MAM
659
Meeder Asset Management
Ohio
$111K -$52.1K -284 -32%
GRP
660
Global Retirement Partners
California
$110K +$2.57K +14 +2%
EWM
661
Endurance Wealth Management
Rhode Island
$107K
TWM
662
Tradition Wealth Management
Minnesota
$107K +$369 +2 +0.3%
AA
663
Alta Advisers
United Kingdom
$91.8K
EDRH
664
Edmond de Rothschild Holding
Switzerland
$89.7K -$21.7K -118 -19%
FAM
665
Fred Alger Management
New York
$86.1K +$23.9K +130 +38%
WT
666
Whittier Trust
California
$82.6K
TIM
667
Thompson Investment Management
Wisconsin
$80.7K
PA
668
Parallel Advisors
California
$80.4K -$6.24K -34 -7%
JWA
669
JFS Wealth Advisors
Pennsylvania
$76.4K +$183 +1 +0.2%
GFPC
670
Global Financial Private Client
Florida
$76.2K
DWA
671
Dougherty Wealth Advisers
Minnesota
$75.2K
AssetMark Inc
672
AssetMark Inc
California
$73.8K +$21.5K +117 +41%
GM
673
GeoWealth Management
Illinois
$73K +$919 +5 +1%
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$70.8K -$2.02K -11 -3%
QC
675
Quent Capital
New York
$68.4K