788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
PB
701
Pinnacle Bancorp
Nebraska
$28.4K
APC
702
Aspire Private Capital
North Carolina
$28.4K -$598K -3,260 -95%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$28.1K
SSB
704
Sandy Spring Bank
Maryland
$27.2K +$12.7K +69 +87%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$27K
RFG
706
RFP Financial Group
Georgia
$26.1K
CAL
707
Capital Analysts LLC
Pennsylvania
$26K +$26K +142 New
GWS
708
Glassman Wealth Services
Virginia
$25.3K +$918 +5 +4%
FCA
709
FinTrust Capital Advisors
South Carolina
$22.9K
JGIA
710
Jackson Grant Investment Advisers
Connecticut
$21.8K
BIA
711
Bell Investment Advisors
California
$21.7K -$1.65K -9 -7%
FFA
712
Farther Finance Advisors
California
$21.1K +$2.75K +15 +15%
CA
713
Clearstead Advisors
Ohio
$19.8K +$10.3K +56 +108%
HB
714
Horizon Bancorp
Indiana
$19K +$19K +101 New
UCB
715
United Community Bank
South Carolina
$18.7K +$18.7K +102 New
TCOV
716
Trust Company of Vermont
Vermont
$18.4K -$21.7K -118 -54%
MHR
717
Matthew Hamilton Rosenberg
$18.4K
HCP
718
Hexagon Capital Partners
Arkansas
$18.2K +$368 +2 +2%
FA
719
Fiduciary Alliance
South Carolina
$18.2K +$18.2K +99 New
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$17.6K
TCM
721
Tradewinds Capital Management
Washington
$17.4K
CMP
722
Coston McIsaac & Partners
Maine
$17K
TFM
723
TFC Financial Management
Massachusetts
$16.5K -$551 -3 -3%
CT
724
Clearstead Trust
Maine
$15.4K
PFBT
725
Parkside Financial Bank & Trust
Missouri
$15.2K -$4.4K -24 -22%