812 hedge funds and large institutions have $24.8B invested in CDW in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 309 increasing their positions, 320 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
-10
Holders Change %
-1.22%
% of All Funds
13%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
68
Increased
309
Reduced
320
Closed
67
Calls
$20.1M
Puts
$13.1M
Net Calls
+$7.04M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
676
C.M. Bidwell & Associates
Hawaii
$144K -$1.75K -9 -1%
BTI
677
Blue Trust Inc
Georgia
$143K -$234K -1,312 -62%
GWM
678
Geneos Wealth Management
Colorado
$141K -$15K -77 -10%
CWM
679
Compass Wealth Management
Connecticut
$137K
PCM
680
Penserra Capital Management
California
$136K
BAM
681
Belpointe Asset Management
Nevada
$134K +$22.8K +117 +20%
BAM
682
Byrne Asset Management
New Jersey
$126K +$2.72K +14 +2%
EDRH
683
Edmond de Rothschild Holding
Switzerland
$118K +$12.5K +64 +12%
HI
684
Harbour Investments
Wisconsin
$118K -$43.1K -221 -27%
EWM
685
Endurance Wealth Management
Rhode Island
$113K
TWM
686
Tradition Wealth Management
Minnesota
$113K +$7.82K +40 +7%
GEA
687
Glen Eagle Advisors
New Jersey
$112K -$1.56K -8 -1%
HIIFS
688
Harel Insurance Investments & Financial Services
Israel
$112K +$28.2K +146 +34%
CMF
689
Counterpoint Mutual Funds
California
$107K -$24.2K -124 -18%
AA
690
Alta Advisers
United Kingdom
$97.4K
WSCM
691
Wellington Shields Capital Management
New York
$97.4K +$97.4K +500 New
GRP
692
Global Retirement Partners
California
$96.7K +$53.1K +322 +122%
TWA
693
TCI Wealth Advisors
Arizona
$93K
PA
694
Parallel Advisors
California
$92K +$9.36K +48 +11%
BBHC
695
Brown Brothers Harriman & Co
New York
$90K +$5.07K +26 +6%
WT
696
Whittier Trust
California
$87.7K
TIM
697
Thompson Investment Management
Wisconsin
$85.8K +$85.8K +440 New
Jones Financial Companies
698
Jones Financial Companies
Missouri
$81.5K
JWA
699
JFS Wealth Advisors
Pennsylvania
$81.1K -$195 -1 -0.2%
BHWM
700
Bay Harbor Wealth Management
Maryland
$81.1K -$15.6K -80 -16%