812 hedge funds and large institutions have $24.8B invested in CDW in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 309 increasing their positions, 320 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
-10
Holders Change %
-1.22%
% of All Funds
13%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
68
Increased
309
Reduced
320
Closed
67
Calls
$20.1M
Puts
$13.1M
Net Calls
+$7.04M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
751
TFC Financial Management
Massachusetts
$18.1K +$585 +3 +3%
CMP
752
Coston McIsaac & Partners
Maine
$18K
CSPAM
753
Cary Street Partners Asset Management
Virginia
$17.7K
WPWM
754
Western Pacific Wealth Management
Illinois
$16.8K
CT
755
Clearstead Trust
Maine
$16.4K
WB
756
Webster Bank
Connecticut
$16K
SSB
757
Sandy Spring Bank
Maryland
$15.4K +$1.36K +7 +10%
LF
758
Lee Financial
Texas
$15.4K
WPA
759
West Paces Advisors
Georgia
$15.4K
EARNEST Partners
760
EARNEST Partners
Georgia
$14.4K
CAL
761
Capital Advisors Ltd
Ohio
$14K -$986 -5 -7%
DIP
762
DT Investment Partners
Pennsylvania
$13.6K
AWM
763
Avior Wealth Management
Nebraska
$12.7K
UIA
764
Ulland Investment Advisors
Minnesota
$12K
MCM
765
MV Capital Management
Maryland
$11.9K +$1.75K +9 +17%
WTA
766
Washington Trust Advisors
Massachusetts
$11.5K -$974 -5 -8%
AAS
767
Ameritas Advisory Services
Nebraska
$11.4K +$11.4K +59 New
CP
768
Castleview Partners
Texas
$10.9K
CA
769
Clearstead Advisors
Ohio
$10.1K
FRA
770
Front Row Advisors
California
$9K +$5.87K +30 +188%
GFWA
771
Grey Fox Wealth Advisors
Delaware
$8.58K +$6.63K +34 +340%
RI
772
Ridgewood Investments
New Jersey
$8.5K +$8.5K +44 New
CA
773
Centerpoint Advisors
Massachusetts
$8K +$1K +5 +14%
SC
774
Schubert & Co
Texas
$7.8K
SA
775
SRH Advisors
Kansas
$7K