858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
751
North Star Investment Management
Illinois
$50.3K +$227 +1 +0.5%
PIM
752
Plato Investment Management
Australia
$50K +$50K +220 New
FHA
753
First Horizon Advisors
Tennessee
$47.9K -$2.74K -12 -5%
BWP
754
Baldwin Wealth Partners
Massachusetts
$45.7K
DA
755
Denali Advisors
California
$45.5K
TCWA
756
Turtle Creek Wealth Advisors
Texas
$43.9K +$43.9K +193 New
SAG
757
Spotlight Asset Group
Illinois
$40.4K
OCM
758
Orion Capital Management
California
$39.3K
OC
759
Oakworth Capital
Alabama
$36.4K +$36.4K +160 New
HIIFS
760
Harel Insurance Investments & Financial Services
Israel
$36K -$26.5K -117 -42%
OP
761
ORG Partners
Indiana
$35.7K +$35.7K +157 New
PB
762
Pinnacle Bancorp
Nebraska
$35.2K
TFM
763
TFC Financial Management
Massachusetts
$33K
TFIPS
764
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.3K +$32.3K +142 New
GWS
765
Glassman Wealth Services
Virginia
$31.6K +$455 +2 +1%
CP
766
Castleview Partners
Texas
$31.5K +$31.5K +138 New
CA
767
Clearstead Advisors
Ohio
$30.2K -$58.2K -256 -66%
LFG
768
Larson Financial Group
Missouri
$30.2K +$30.2K +133 New
CT
769
Clearstead Trust
Maine
$28K -$10K -44 -26%
JGIA
770
Jackson Grant Investment Advisers
Connecticut
$27.1K
BIA
771
Bell Investment Advisors
California
$26.4K -$227 -1 -0.9%
OIAM
772
OFI Invest Asset Management
France
$25.9K -$1.03K -5 -4%
PFBT
773
Parkside Financial Bank & Trust
Missouri
$25.7K +$2.5K +11 +11%
TCOV
774
Trust Company of Vermont
Vermont
$25.5K +$2.73K +12 +12%
MHR
775
Matthew Hamilton Rosenberg
$22.7K