803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
701
Capital Analysts LLC
Pennsylvania
$68K +$39.2K +193 +136%
FFC
702
First Financial Corp
Indiana
$66.8K +$5.65K +28 +9%
EBA
703
Eagle Bay Advisors
New York
$64.5K +$28.8K +143 +81%
CYG
704
Clean Yield Group
Vermont
$64.1K
BBHC
705
Brown Brothers Harriman & Co
New York
$62.5K
MFG
706
Mendota Financial Group
Wisconsin
$61.5K
LS
707
Livforsakringsbolaget Skandia
Sweden
$60.5K
TPCW
708
TD Private Client Wealth
New York
$58.9K +$3.43K +17 +6%
MWM
709
Mascoma Wealth Management
New Hampshire
$58.7K +$52.3K +259 +809%
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
$56.9K +$26K +129 +84%
HIIFS
711
Harel Insurance Investments & Financial Services
Israel
$56K -$298K -1,471 -84%
C
712
Covestor
United Kingdom
$54K -$9.47K -47 -15%
MIA
713
Milestone Investment Advisors
Wisconsin
$53.9K +$53.9K +267 New
WTC
714
WhitTier Trust Company
Nevada
$51.4K
SL
715
Salomon & Ludwin
Virginia
$50.8K +$50.8K +252 New
PO
716
Private Ocean
California
$45.4K
FHA
717
First Horizon Advisors
Tennessee
$44.9K
NSIM
718
North Star Investment Management
Illinois
$44.5K
BWP
719
Baldwin Wealth Partners
Massachusetts
$40.6K
DA
720
Denali Advisors
California
$40.4K
SAG
721
Spotlight Asset Group
Illinois
$40.4K
OCM
722
Orion Capital Management
California
$34.9K +$34.9K +173 New
CT
723
Clearstead Trust
Maine
$33.7K +$16.7K +83 +99%
SFG
724
Steward Financial Group
Texas
$32K -$201 -1 -0.6%
BTI
725
Blue Trust Inc
Georgia
$32K +$740 +4 +2%