858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
701
State of Wyoming
Wyoming
$164K -$39.1K -172 -19%
CWM
702
Compass Wealth Management
Connecticut
$160K
SIM
703
Sentry Investment Management
Wisconsin
$160K -$17.3K -76 -10%
RIL
704
Rothschild Investment LLC
Illinois
$158K +$158K +693 New
LS
705
Livforsakringsbolaget Skandia
Sweden
$148K +$80K +352 +117%
DMBA
706
Deseret Mutual Benefit Administrators
Utah
$146K -$59.6K -262 -29%
HB
707
Horizon Bancorp
Indiana
$146K +$6.59K +29 +5%
GRP
708
Global Retirement Partners
California
$141K +$6.85K +31 +5%
JSAM
709
J. Safra Asset Management
New York
$137K -$16.1K -71 -11%
TWM
710
Tradition Wealth Management
Minnesota
$133K +$455 +2 +0.3%
Federated Hermes
711
Federated Hermes
Pennsylvania
$132K -$2.05K -9 -2%
BAM
712
Byrne Asset Management
New Jersey
$131K -$9.14K -40 -7%
GC
713
Globeflex Capital
California
$129K +$129K +566 New
WT
714
Whittier Trust
California
$125K +$21.8K +96 +21%
JWA
715
JFS Wealth Advisors
Pennsylvania
$123K +$1.36K +6 +1%
DGAM
716
Desjardins Global Asset Management
Quebec, Canada
$118K +$1.36K +6 +1%
AssetMark Inc
717
AssetMark Inc
California
$116K +$31.6K +139 +37%
AA
718
Alta Advisers
United Kingdom
$114K
VAG
719
VisionPoint Advisory Group
Texas
$108K +$76.8K +338 +245%
PP
720
Paloma Partners
Connecticut
$108K +$108K +473 New
MFG
721
Mendota Financial Group
Wisconsin
$106K +$36.8K +162 +53%
FFC
722
First Financial Corp
Indiana
$104K +$28.4K +125 +38%
PA
723
Parallel Advisors
California
$101K -$12.3K -54 -11%
EC
724
EntryPoint Capital
New York
$101K +$101K +444 New
GFPC
725
Global Financial Private Client
Florida
$94.6K