844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
676
Spire Wealth Management
Virginia
$88.9K -$33.6K -193 -27%
TF
677
Tompkins Financial
New York
$87K
SIM
678
Sentry Investment Management
Wisconsin
$87K -$14.2K -82 -14%
JWA
679
JFS Wealth Advisors
Pennsylvania
$84.2K -$10.6K -61 -11%
DZ Bank
680
DZ Bank
Germany
$83.2K -$58.5K -336 -41%
ZB
681
Zions Bancorporation
Utah
$82K -$634K -3,642 -89%
WT
682
Whittier Trust
California
$78.3K -$17.6K -101 -18%
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$78K -$12.2K -70 -14%
GFPC
684
Global Financial Private Client
Florida
$72.9K +$522 +3 +0.7%
APF
685
Alaska Permanent Fund
Alaska
$71.4K
OWP
686
ORG Wealth Partners
Texas
$69.3K +$69.3K +398 New
TIM
687
Thompson Investment Management
Wisconsin
$68.7K
BIG
688
Brooklyn Investment Group
New York
$68.6K -$521 -3 -0.8%
DWA
689
Dougherty Wealth Advisers
Minnesota
$68.6K
PPA
690
Pilgrim Partners Asia
Singapore
$66.1K +$66.1K +380 New
QC
691
Quent Capital
New York
$64.9K
Q1WB
692
Quest 10 Wealth Builders
Virginia
$62.1K +$62.1K +357 New
DMBA
693
Deseret Mutual Benefit Administrators
Utah
$58K -$21.9K -126 -27%
MB
694
Mizuho Bank
Japan
$57.4K -$12.2K -70 -18%
GEA
695
Glen Eagle Advisors
New Jersey
$56.9K
MWM
696
Mascoma Wealth Management
New Hampshire
$55.5K -$40.6K -233 -42%
BAM
697
Byrne Asset Management
New Jersey
$54.8K -$5.22K -30 -9%
CT
698
Clearstead Trust
Maine
$49.9K +$174 +1 +0.3%
CF
699
Canoe Financial
Alberta, Canada
$48K +$19.5K +112 +68%
QL
700
Quarry LP
New York
$47.7K +$47.7K +274 New