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 %
EWA
651
EverSource Wealth Advisors
Alabama
$220K +$28K +139 +15%
HCMT
652
Highland Capital Management (Tennessee)
Tennessee
$220K +$220K +1,088 New
JCIA
653
Jackson Creek Investment Advisors
Colorado
$211K +$211K +1,048 New
RWA
654
Ropes Wealth Advisors
Massachusetts
$211K +$211K +1,045 New
OAM
655
Oak Asset Management
California
$203K +$203K +1,005 New
AIM
656
Arcadia Investment Management
Michigan
$202K
SS
657
Sunbelt Securities
Texas
$201K
AA
658
Ancora Advisors
Ohio
$200K
MA
659
MCF Advisors
Kentucky
$199K
Caisse de Depot et Placement du Quebec (CDPQ)
660
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$197K -$1.45M -7,202 -88%
SC
661
Steph & Co
Wisconsin
$185K -$33.9K -168 -16%
VSQM
662
V-Square Quantitative Management
Illinois
$183K +$183K +908 New
T
663
TOBAM
France
$183K +$1.62K +8 +0.9%
DMBA
664
Deseret Mutual Benefit Administrators
Utah
$183K -$17.8K -88 -9%
SOW
665
State of Wyoming
Wyoming
$181K +$49.8K +247 +38%
IUHSA
666
Itau Unibanco Holding S.A.
Brazil
$179K +$25K +124 +16%
AF
667
Advisornet Financial
Minnesota
$178K -$5.85K -29 -3%
PP
668
PFS Partners
New Jersey
$170K
GEA
669
Glen Eagle Advisors
New Jersey
$161K
AAP
670
Arax Advisory Partners
Colorado
$159K -$35.1K -174 -18%
SWM
671
Spire Wealth Management
Virginia
$157K -$25.6K -127 -14%
SIM
672
Sentry Investment Management
Wisconsin
$157K -$21.4K -106 -12%
PWMG
673
Prestige Wealth Management Group
New Jersey
$154K
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$152K +$74.5K +369 +96%
HFM
675
Harvest Fund Management
China
$152K +$86.4K +427 +132%