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 %
DWA
726
Dougherty Wealth Advisers
Minnesota
$93.2K
CAL
727
Capital Analysts LLC
Pennsylvania
$93K +$16.3K +71 +21%
TIM
728
Thompson Investment Management
Wisconsin
$89.8K
NICM
729
Neo Ivy Capital Management
New York
$89K +$89K +392 New
EDRH
730
Edmond de Rothschild Holding
Switzerland
$87.5K -$16.6K -73 -16%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$87K +$53.1K +233 +156%
QC
732
Quent Capital
New York
$84.8K
GM
733
GeoWealth Management
Illinois
$83K -$43K -188 -34%
DWM
734
Dogwood Wealth Management
Kansas
$80.2K +$80.2K +353 New
Jones Financial Companies
735
Jones Financial Companies
Missouri
$78.2K +$1.14K +5 +1%
RIM
736
Rakuten Investment Management
Japan
$75.7K +$75.7K +331 New
CYG
737
Clean Yield Group
Vermont
$68.2K
TPCW
738
TD Private Client Wealth
New York
$67.1K +$682 +3 +1%
MWM
739
Mascoma Wealth Management
New Hampshire
$61.8K -$4.32K -19 -7%
FFA
740
Farther Finance Advisors
California
$61.6K +$31.1K +137 +102%
CUAMC
741
China Universal Asset Management Company
China
$60.5K +$60.5K +266 New
SA
742
Scarborough Advisors
Maryland
$58K +$58K +255 New
WTC
743
WhitTier Trust Company
Nevada
$58K
CJ
744
Caitlin John
Michigan
$57.2K +$57.2K +252 New
C
745
Covestor
United Kingdom
$57K -$4.6K -20 -7%
RFG
746
RFP Financial Group
Georgia
$54.8K +$25.9K +114 +90%
BTI
747
Blue Trust Inc
Georgia
$54K +$19.5K +98 +57%
CLOS
748
Compagnie Lombard Odier SCmA
Switzerland
$52.1K +$52.1K +229 New
PO
749
Private Ocean
California
$51.1K
SL
750
Salomon & Ludwin
Virginia
$50.8K