803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
751
Lee Financial
Texas
$15.9K
OIA
752
Optimum Investment Advisors
Illinois
$15.1K
ADL
753
Asset Dedication LLC
California
$15K +$15K +72 New
EARNEST Partners
754
EARNEST Partners
Georgia
$14.9K
CWM
755
Cranbrook Wealth Management
Michigan
$14.1K
MCM
756
MV Capital Management
Maryland
$13.5K +$3.23K +16 +31%
UIA
757
Ulland Investment Advisors
Minnesota
$13K
CT
758
Cambridge Trust
Massachusetts
$12.9K +$12.9K +64 New
CFGS
759
Concourse Financial Group Securities
Alabama
$10.1K -$807 -4 -7%
SIS
760
Sound Income Strategies
Florida
$10.1K
FRA
761
Front Row Advisors
California
$9.28K
AWM
762
Abound Wealth Management
Tennessee
$8.69K +$1.62K +8 +23%
CAL
763
Capital Advisors Ltd
Ohio
$8K
CA
764
Centerpoint Advisors
Massachusetts
$8K
SWA
765
Sutton Wealth Advisors
Florida
$7.47K +$2.02K +10 +37%
HWP
766
Highline Wealth Partners
California
$7.06K +$7.06K +35 New
SA
767
SRH Advisors
Kansas
$6.86K
First Manhattan
768
First Manhattan
New York
$6.05K -$58.3K -289 -91%
SIC
769
Salem Investment Counselors
North Carolina
$5.45K
WT
770
Washington Trust
Rhode Island
$5.04K
CWP
771
Concord Wealth Partners
Virginia
$5.04K
HIA
772
Harbor Investment Advisory
Maryland
$4.64K -$5.85K -29 -56%
MIM
773
Macroview Investment Management
Maryland
$4.48K +$4.48K +22 New
HCM
774
Hollencrest Capital Management
California
$4.44K
SIC
775
SJS Investment Consulting
Ohio
$4.04K +$404 +2 +11%