895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
676
Arcadia Investment Management
Michigan
$256K
DC
677
Davenport & Co
Virginia
$255K +$16.9K +66 +7%
AA
678
Ancora Advisors
Ohio
$253K
MA
679
MCF Advisors
Kentucky
$253K +$256 +1 +0.1%
GWM
680
Gitterman Wealth Management
New Jersey
$253K -$1.02K -4 -0.4%
MSAM
681
Moloney Securities Asset Management
Missouri
$253K
SDIC
682
South Dakota Investment Council
South Dakota
$249K
CGL
683
Clarius Group LLC
Washington
$249K -$52.9K -207 -18%
KIA
684
KLR Investment Advisors
Rhode Island
$246K -$52K -219 -17%
OR
685
Olympiad Research
Connecticut
$243K +$243K +949 New
CCA
686
Childress Capital Advisors
Texas
$242K +$256 +1 +0.1%
Nomura Holdings
687
Nomura Holdings
Japan
$241K -$446K -1,742 -65%
BJL
688
Brighton Jones LLC
Washington
$237K +$237K +927 New
PTC
689
Petrus Trust Company
Texas
$236K -$213K -834 -47%
IWP
690
Invenio Wealth Partners
Florida
$235K -$62.7K -245 -21%
NCM
691
Noesis Capital Mangement
Florida
$234K +$234K +915 New
CJFS
692
Coulter & Justus Financial Services
Tennessee
$234K +$234K +915 New
WA
693
Wealthstream Advisors
New York
$233K -$38.1K -149 -14%
GA
694
Geller Advisors
New York
$233K +$2.56K +10 +1%
PCM
695
Prelude Capital Management
New York
$233K +$233K +911 New
VSQM
696
V-Square Quantitative Management
Illinois
$232K
AWA
697
Arkadios Wealth Advisors
Georgia
$228K -$65K -254 -22%
BPA
698
Beacon Pointe Advisors
California
$226K -$2.3K -9 -1%
P
699
Pitcairn
Pennsylvania
$223K +$223K +871 New
KI
700
Kapitalo Investimentos
Brazil
$223K -$357K -1,397 -62%