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 %
GWM
676
Geneos Wealth Management
Colorado
$146K
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K -$60.5K -300 -30%
CWM
678
Compass Wealth Management
Connecticut
$142K
JSAM
679
J. Safra Asset Management
New York
$136K -$33.5K -166 -20%
GRP
680
Global Retirement Partners
California
$125K +$1.85K +9 +2%
BAM
681
Byrne Asset Management
New Jersey
$124K
HB
682
Horizon Bancorp
Indiana
$124K +$104K +513 +508%
Federated Hermes
683
Federated Hermes
Pennsylvania
$119K -$43.6K -216 -27%
TWM
684
Tradition Wealth Management
Minnesota
$117K +$402 +2 +0.3%
ETC
685
Exchange Traded Concepts
Oklahoma
$116K -$302K -1,497 -72%
WBC
686
Westpac Banking Corp
Australia
$112K -$684K -3,392 -86%
GM
687
GeoWealth Management
Illinois
$111K +$31K +154 +39%
JWA
688
JFS Wealth Advisors
Pennsylvania
$108K +$23.8K +118 +28%
DGAM
689
Desjardins Global Asset Management
Quebec, Canada
$103K -$428K -2,121 -81%
AA
690
Alta Advisers
United Kingdom
$101K
PA
691
Parallel Advisors
California
$101K +$12.1K +60 +14%
EDRH
692
Edmond de Rothschild Holding
Switzerland
$92.4K -$6.26K -31 -6%
WT
693
Whittier Trust
California
$91.6K +$807 +4 +0.9%
GFPC
694
Global Financial Private Client
Florida
$83.6K
DWA
695
Dougherty Wealth Advisers
Minnesota
$82.7K
TIM
696
Thompson Investment Management
Wisconsin
$79.7K -$9.08K -45 -10%
CA
697
Clearstead Advisors
Ohio
$78.5K +$56.7K +281 +260%
QC
698
Quent Capital
New York
$75.3K
AssetMark Inc
699
AssetMark Inc
California
$75.1K -$6.05K -30 -7%
Jones Financial Companies
700
Jones Financial Companies
Missouri
$68.4K +$2.02K +10 +3%