822 hedge funds and large institutions have $22B invested in CDW in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 296 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+47
Holders Change %
+6.06%
% of All Funds
13.26%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
115
Increased
296
Reduced
291
Closed
51
Calls
$13.9M
Puts
$13.4M
Net Calls
+$465K
Net Calls Change
-$4.37M
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
676
Money Concepts Capital
Florida
$137K +$127K +711 +1,317%
CMBA
677
C.M. Bidwell & Associates
Hawaii
$134K
CWM
678
Compass Wealth Management
Connecticut
$126K +$126K +704 New
CB
679
Centennial Bank
Arkansas
$125K +$125K +700 New
PCM
680
Penserra Capital Management
California
$125K +$10.1K +57 +9%
CMF
681
Counterpoint Mutual Funds
California
$120K +$120K +674 New
SG Americas Securities
682
SG Americas Securities
New York
$119K -$2.22M -12,464 -95%
BAM
683
Byrne Asset Management
New Jersey
$113K
GEA
684
Glen Eagle Advisors
New Jersey
$104K
EWM
685
Endurance Wealth Management
Rhode Island
$104K
BAM
686
Belpointe Asset Management
Nevada
$102K +$102K +572 New
EDRH
687
Edmond de Rothschild Holding
Switzerland
$97K +$10K +56 +11%
TWM
688
Tradition Wealth Management
Minnesota
$96K +$357 +2 +0.4%
BHWM
689
Bay Harbor Wealth Management
Maryland
$89K -$1.44K -8 -2%
AA
690
Alta Advisers
United Kingdom
$89K
TWA
691
TCI Wealth Advisors
Arizona
$85.2K -$1.07K -6 -1%
TPCW
692
TD Private Client Wealth
New York
$84.8K -$22K -123 -21%
WT
693
Whittier Trust
California
$80.4K -$1.43K -8 -2%
HIIFS
694
Harel Insurance Investments & Financial Services
Israel
$78K -$13.8K -77 -15%
BBHC
695
Brown Brothers Harriman & Co
New York
$77.9K -$2.68K -15 -3%
GM
696
GeoWealth Management
Illinois
$76K -$710 -4 -0.9%
PA
697
Parallel Advisors
California
$75.8K -$25.9K -145 -25%
CFGS
698
Concourse Financial Group Securities
Alabama
$75K -$5.54K -31 -7%
Jones Financial Companies
699
Jones Financial Companies
Missouri
$75K +$57.1K +318 +318%
JWA
700
JFS Wealth Advisors
Pennsylvania
$74.5K