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 %
EWA
651
EverSource Wealth Advisors
Alabama
$260K +$12.3K +54 +5%
CW
652
CreativeOne Wealth
Kansas
$260K -$58.2K -256 -18%
AWA
653
Arkadios Wealth Advisors
Georgia
$260K -$33.6K -148 -11%
PP
654
PDS Planning
Ohio
$259K +$682 +3 +0.3%
KFC
655
Klingenstein Fields & Co
New York
$256K
NFG
656
Nadler Financial Group
Illinois
$253K +$682 +3 +0.3%
BAAM
657
Baker Avenue Asset Management
California
$251K -$3.86K -17 -2%
AAP
658
Arax Advisory Partners
Colorado
$251K +$71.6K +315 +40%
LSAG
659
Lake Street Advisors Group
New Hampshire
$251K +$251K +1,103 New
FFA
660
Florida Financial Advisors
Florida
$250K +$250K +1,101 New
RWP
661
RWA Wealth Partners
Massachusetts
$248K +$248K +1,092 New
HCMT
662
Highland Capital Management (Tennessee)
Tennessee
$247K
MCCA
663
Mill Creek Capital Advisors
Pennsylvania
$246K -$4.55K -20 -2%
LF
664
Lee Financial
Texas
$245K +$227K +1,000 +1,266%
WA
665
Wealthstream Advisors
New York
$241K +$241K +1,061 New
NRC
666
New Republic Capital
North Carolina
$235K +$235K +1,032 New
RWM
667
Ritholtz Wealth Management
New York
$234K +$234K +1,031 New
Parallax Volatility Advisers
668
Parallax Volatility Advisers
California
$233K -$392K -1,726 -63%
FFWA
669
Forthright Family Wealth Advisory
Texas
$232K +$232K +1,020 New
PWG
670
Portside Wealth Group
Utah
$230K +$230K +1,013 New
OAM
671
Oak Asset Management
California
$228K
AIM
672
Arcadia Investment Management
Michigan
$227K
SS
673
Sunbelt Securities
Texas
$227K +$227 +1 +0.1%
GWM
674
Gitterman Wealth Management
New Jersey
$225K +$225K +991 New
AA
675
Ancora Advisors
Ohio
$225K