692 hedge funds and large institutions have $21.5B invested in CDW in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 253 increasing their positions, 263 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-7
Holders Change %
-1%
% of All Funds
12.19%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
83
Increased
253
Reduced
263
Closed
85
Calls
$38.6M
Puts
$18.4M
Net Calls
+$20.2M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
751
Pittenger & Anderson Inc
Nebraska
-$132K -1,000 Closed
PWM
752
Perigon Wealth Management
California
-$128K -968 Closed
RWA
753
Ropes Wealth Advisors
Massachusetts
-$122K -927 Closed
PWPS
754
Pinnacle Wealth Planning Services
Ohio
-$84K -640 Closed
LGA
755
Lebenthal Global Advisors
New York
-$79K -603 Closed
KCM
756
Kathmere Capital Management
Pennsylvania
-$54K -409 Closed
ICP
757
Interchange Capital Partners
Pennsylvania
-$53K -407 Closed
VCG
758
Vantage Consulting Group
Virginia
-$51K -384 Closed
RA
759
Rational Advisors
New York
-$50K -376 Closed
CCA
760
Column Capital Advisors
Indiana
-$31K -239 Closed
M
761
MOTCO
Texas
-$15K -116 Closed
CCA
762
Childress Capital Advisors
Texas
-$15K -112 Closed
FTDI
763
First Trust Direct Indexing
Massachusetts
-$15K -111 Closed
PFO
764
Pathstone Family Office
New Jersey
-$14K -104 Closed
RPWA
765
Regent Peak Wealth Advisors
Georgia
-$12K -92 Closed
IRC
766
Investors Research Corp
Georgia
-$12K -88 Closed
ONST
767
Old North State Trust
North Carolina
-$6K -43 Closed
PCA
768
Providence Capital Advisors
North Carolina
-$6K -43 Closed
CA
769
Crewe Advisors
Utah
-$5K -36 Closed
SSWG
770
Seven Springs Wealth Group
Tennessee
-$5K -36 Closed
GI
771
Gradient Investments
Minnesota
-$2K -15 Closed
NFSG
772
Newbridge Financial Services Group
Florida
-$1K -9 Closed
RA
773
Resolute Advisors
California
-$1K -5 Closed
CAM
774
CenterStar Asset Management
Illinois
-$428K