895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
726
VisionPoint Advisory Group
Texas
$193K +$71.4K +279 +59%
SWM
727
Spire Wealth Management
Virginia
$190K -$8.95K -35 -5%
JWM
728
Janiczek Wealth Management
Colorado
$189K -$32.2K -126 -15%
GWM
729
Geneos Wealth Management
Colorado
$185K
RIL
730
Rothschild Investment LLC
Illinois
$182K +$4.6K +18 +3%
DMBA
731
Deseret Mutual Benefit Administrators
Utah
$182K +$17.4K +68 +11%
GRP
732
Global Retirement Partners
California
$182K +$18.2K +71 +11%
CWM
733
Compass Wealth Management
Connecticut
$180K
SIM
734
Sentry Investment Management
Wisconsin
$180K
HB
735
Horizon Bancorp
Indiana
$169K +$4.35K +17 +3%
LS
736
Livforsakringsbolaget Skandia
Sweden
$167K
GEA
737
Glen Eagle Advisors
New Jersey
$165K -$38.4K -150 -19%
AssetMark Inc
738
AssetMark Inc
California
$164K +$33.5K +131 +26%
PCM
739
Penserra Capital Management
California
$160K -$150K -588 -48%
GAA
740
Global Assets Advisory
Florida
$155K +$155K +39,224 New
CUAMC
741
China Universal Asset Management Company
China
$155K +$86.7K +339 +127%
Federated Hermes
742
Federated Hermes
Pennsylvania
$154K +$6.14K +24 +4%
PA
743
Parallel Advisors
California
$146K +$32.2K +126 +28%
GC
744
Globeflex Capital
California
$145K
WT
745
Whittier Trust
California
$141K
JWA
746
JFS Wealth Advisors
Pennsylvania
$138K
MSWM
747
Mowery & Schoenfeld Wealth Management
Illinois
$136K +$116K +455 +583%
Optiver Holding
748
Optiver Holding
Netherlands
$132K +$132K +515 New
AA
749
Alta Advisers
United Kingdom
$128K
JSAM
750
J. Safra Asset Management
New York
$123K -$31.5K -123 -20%