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 %
SWA
751
Sutton Wealth Advisors
Florida
$4.96K
SIC
752
Salem Investment Counselors
North Carolina
$4.96K
RI
753
Ridgewood Investments
New Jersey
$4.77K -$3.3K -18 -41%
WT
754
Washington Trust
Rhode Island
$4.59K +$918 +5 +25%
CWP
755
Concord Wealth Partners
Virginia
$4.59K +$3.49K +19 +317%
WTA
756
Washington Trust Advisors
Massachusetts
$4.4K -$6.42K -35 -59%
RTL
757
Red Tortoise LLC
Georgia
$4.4K
FCB
758
First Command Bank
Texas
$4.22K +$4.22K +23 New
FCFS
759
First Command Financial Services
Texas
$4.22K +$4.22K +23 New
HCM
760
Hollencrest Capital Management
California
$4.04K
RWPA
761
Richard W. Paul & Associates
Michigan
$3.49K -$352K -1,918 -99%
BWA
762
BDO Wealth Advisors
Florida
$3.49K
SIC
763
SJS Investment Consulting
Ohio
$3.3K -$367 -2 -10%
CSB
764
City State Bank
Iowa
$3K
BG
765
Bollard Group
Massachusetts
$3K +$3K +15 New
CB
766
CNB Bank
Pennsylvania
$2.94K
DI
767
Disciplined Investments
Oklahoma
$2.75K -$367 -2 -12%
GGI
768
Godsey & Gibb Inc
Virginia
$2.75K
WWM
769
Wolff Wiese Magana
California
$2.75K
CTWM
770
Cherry Tree Wealth Management
Minnesota
$2.11K +$2.11K +12 New
UFF
771
USA Financial Formulas
Michigan
$2.02K
VCM
772
Versant Capital Management
Arizona
$1.65K +$1.65K +9 New
GI
773
Gradient Investments
Minnesota
$1.47K +$1.47K +8 New
FGAM
774
Financial Gravity Asset Management
Texas
$1.37K +$1.37K +184 New
GBT
775
Grove Bank & Trust
Florida
$1.29K -$3.12K -17 -71%