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 %
WB
726
Webster Bank
Connecticut
$15K
DIP
727
DT Investment Partners
Pennsylvania
$15K
WPA
728
West Paces Advisors
Georgia
$14.5K
LF
729
Lee Financial
Texas
$14.5K
OIA
730
Optimum Investment Advisors
Illinois
$13.8K -$22.9K -125 -63%
EARNEST Partners
731
EARNEST Partners
Georgia
$13.6K
CWM
732
Cranbrook Wealth Management
Michigan
$12.8K -$12.8K -70 -50%
UIA
733
Ulland Investment Advisors
Minnesota
$12K
AWM
734
Avior Wealth Management
Nebraska
$11.9K
FCAG
735
First Capital Advisors Group
New Jersey
$11.2K +$11.2K +61 New
CWA
736
Clearview Wealth Advisors
Oregon
$10.8K +$10.8K +59 New
AF
737
Allworth Financial
California
$10.1K -$16.5K -90 -62%
CFGS
738
Concourse Financial Group Securities
Alabama
$9.91K -$44.2K -241 -82%
HIA
739
Harbor Investment Advisory
Maryland
$9.54K +$5.32K +29 +126%
MCM
740
MV Capital Management
Maryland
$9.36K -$1.84K -10 -16%
SIS
741
Sound Income Strategies
Florida
$9.18K +$5.51K +30 +150%
GKIM
742
GW&K Investment Management
Massachusetts
$9K +$8.81K +47 +4,700%
OC
743
Oakworth Capital
Alabama
$8.99K +$8.99K +49 New
CAL
744
Capital Advisors Ltd
Ohio
$8K -$5.85K -30 -42%
FRA
745
Front Row Advisors
California
$8K
HF
746
Halpern Financial
Virginia
$7.98K +$7.98K +44 New
CA
747
Centerpoint Advisors
Massachusetts
$7K
SA
748
SRH Advisors
Kansas
$6.63K
MWM
749
Mascoma Wealth Management
New Hampshire
$6.49K
AWM
750
Abound Wealth Management
Tennessee
$6.43K +$3.49K +19 +119%