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 %
MA
676
MCF Advisors
Kentucky
$225K
MSAM
677
Moloney Securities Asset Management
Missouri
$225K +$225K +988 New
SDIC
678
South Dakota Investment Council
South Dakota
$221K -$363K -1,600 -62%
BSW
679
Buckingham Strategic Wealth
Missouri
$217K +$217K +956 New
EA
680
Everpar Advisors
Oklahoma
$215K +$215K +948 New
CCA
681
Childress Capital Advisors
Texas
$215K +$215K +946 New
DC
682
Davenport & Co
Virginia
$211K +$211K +930 New
VSQM
683
V-Square Quantitative Management
Illinois
$206K
GA
684
Geller Advisors
New York
$205K +$205K +902 New
GFS
685
GYL Financial Synergies
Connecticut
$203K +$203K +894 New
BPA
686
Beacon Pointe Advisors
California
$203K -$1.6M -7,031 -89%
AF
687
Advisornet Financial
Minnesota
$203K +$2.73K +12 +1%
CB
688
Community Bank
New York
$202K +$202K +890 New
FL
689
Fort LP
Maryland
$200K +$200K +881 New
JWM
690
Janiczek Wealth Management
Colorado
$196K -$171K -752 -47%
T
691
TOBAM
France
$195K -$10.7K -47 -5%
PP
692
PFS Partners
New Jersey
$191K
PWMG
693
Prestige Wealth Management Group
New Jersey
$184K +$11.1K +49 +6%
GEA
694
Glen Eagle Advisors
New Jersey
$181K
SWM
695
Spire Wealth Management
Virginia
$176K -$679 -3 -0.4%
WBC
696
Westpac Banking Corp
Australia
$176K +$49.8K +219 +40%
CFO
697
CVA Family Office
Colorado
$173K +$173K +760 New
BBHC
698
Brown Brothers Harriman & Co
New York
$167K +$96.6K +425 +137%
GWM
699
Geneos Wealth Management
Colorado
$165K
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$165K -$7.05K -31 -4%