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 %
CH
701
Cromwell Holdings
Wyoming
$44.2K -$26.1K -150 -37%
KB
702
Kimelman & Baird
New York
$43.5K
SL
703
Salomon & Ludwin
Virginia
$41.8K -$2.09K -12 -5%
TPCW
704
TD Private Client Wealth
New York
$41.4K -$6.96K -40 -14%
TFIPS
705
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K
Optiver Holding
706
Optiver Holding
Netherlands
$40K +$20.7K +119 +107%
CA
707
Continuum Advisory
Idaho
$39K -$174 -1 -0.4%
CA
708
Clearstead Advisors
Ohio
$38.3K -$61.4K -353 -62%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$36K +$10.1K +58 +39%
AF
710
Allworth Financial
California
$35.5K +$10.1K +52 +40%
PMFA
711
Plante Moran Financial Advisors
Michigan
$34.8K
OIAM
712
OFI Invest Asset Management
France
$31.8K +$31.8K +189 New
OCM
713
Orion Capital Management
California
$30.1K +$30.1K +173 New
C
714
Covestor
United Kingdom
$29K -$14.3K -81 -33%
FHA
715
First Horizon Advisors
Tennessee
$28.4K -$31.9K -183 -53%
OC
716
Oakworth Capital
Alabama
$27.8K
OP
717
ORG Partners
Indiana
$27.3K
TFM
718
TFC Financial Management
Massachusetts
$27K -$6.96K -40 -21%
PB
719
Pinnacle Bancorp
Nebraska
$27K
TCOV
720
Trust Company of Vermont
Vermont
$25.2K
OC
721
Oarsman Capital
Wisconsin
$24.9K -$19.7K -113 -44%
CP
722
Castleview Partners
Texas
$23.8K
HC
723
Hurley Capital
New York
$23.5K +$23.5K +134 New
RA
724
Rise Advisors
New York
$23.1K +$173 +1 +0.8%
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$12.1K -61 -34%