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 %
GFPC
701
Global Financial Private Client
Florida
$80.6K
DWA
702
Dougherty Wealth Advisers
Minnesota
$79.9K
MA
703
MCF Advisors
Kentucky
$78.5K +$21K +108 +37%
DA
704
Denali Advisors
California
$78K
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$77.4K +$56.7K +291 +275%
GM
706
GeoWealth Management
Illinois
$76K -$6.98K -36 -8%
QC
707
Quent Capital
New York
$72.6K
TPCW
708
TD Private Client Wealth
New York
$71.9K -$20.7K -106 -22%
HGERS
709
Householder Group Estate & Retirement Specialist
Arizona
$69K -$7.8K -40 -10%
FAM
710
Fred Alger Management
New York
$66.1K +$66.1K +339 New
C
711
Covestor
United Kingdom
$63K +$1.57K +8 +3%
CYG
712
Clean Yield Group
Vermont
$58.5K +$58.5K +300 New
LS
713
Livforsakringsbolaget Skandia
Sweden
$58.4K
CFGS
714
Concourse Financial Group Securities
Alabama
$57.5K -$24.4K -125 -30%
AssetMark Inc
715
AssetMark Inc
California
$55.5K +$1.17K +6 +2%
FFC
716
First Financial Corp
Indiana
$52.4K
MIA
717
Milestone Investment Advisors
Wisconsin
$52K +$52K +267 New
SSG
718
Summit Securities Group
New York
$52K +$25.2K +130 +94%
WTC
719
WhitTier Trust Company
Nevada
$49.7K +$585 +3 +1%
PI
720
PineBridge Investments
New York
$48.1K +$35.5K +182 +280%
AWM
721
AllSquare Wealth Management
New York
$46.8K -$12.7K -65 -21%
PO
722
Private Ocean
California
$43.9K
NSIM
723
North Star Investment Management
Illinois
$42.7K +$195 +1 +0.5%
TCOV
724
Trust Company of Vermont
Vermont
$42.5K -$13.3K -68 -24%
BWP
725
Baldwin Wealth Partners
Massachusetts
$39.2K