844 hedge funds and large institutions have $21.4B invested in CDW in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 272 increasing their positions, 363 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-42
Holders Change %
-4.74%
% of All Funds
11.23%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
109
Increased
272
Reduced
363
Closed
135
Calls
$70.1M
Puts
$81.2M
Net Calls
-$11M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KWAG
751
Kiely Wealth Advisory Group
North Carolina
$12.8K
MCM
752
MV Capital Management
Maryland
$12.7K -$348 -2 -3%
ADL
753
Asset Dedication LLC
California
$12.5K
HWM
754
Hemington Wealth Management
Virginia
$12K -$333 -2 -3%
UIA
755
Ulland Investment Advisors
Minnesota
$11K
SS
756
SBI Securities
Japan
$10.8K +$10.8K +62 New
MHR
757
Matthew Hamilton Rosenberg
$10.4K -$17.4K -100 -63%
PWMG
758
Private Wealth Management Group
New Jersey
$9.92K -$5.05K -29 -34%
HCP
759
Hexagon Capital Partners
Arkansas
$9.92K -$1.74K -10 -15%
AWM
760
Abound Wealth Management
Tennessee
$9.25K +$1.57K +9 +20%
SC
761
Steph & Co
Wisconsin
$9.05K -$4.53K -26 -33%
SIM
762
Synergy Investment Management
Florida
$8.65K +$8.65K +50 New
GIA
763
GHP Investment Advisors
Colorado
$8.35K +$8.35K +48 New
CAL
764
Capital Advisors Ltd
Ohio
$7K
WTA
765
Washington Trust Advisors
Massachusetts
$6.44K +$6.44K +37 New
CPA
766
Compass Planning Associates
Massachusetts
$6.32K +$6.32K +36 New
CT
767
Colonial Trust
South Carolina
$6.06K +$2.42K +14 +67%
CA
768
Centerpoint Advisors
Massachusetts
$6K
SA
769
SRH Advisors
Kansas
$5.92K
LWMI
770
Legacy Wealth Management (Idaho)
Idaho
$5.76K +$5.76K +30 New
LIS
771
Legacy Investment Solutions
Idaho
$5.76K +$5.76K +30 New
SS
772
Sunbelt Securities
Texas
$5.7K -$114K -662 -95%
EBA
773
Eagle Bay Advisors
New York
$5.55K +$1.91K +11 +52%
KIM
774
Kestra Investment Management
Texas
$5.4K +$5.4K +31 New
FRA
775
Front Row Advisors
California
$5.22K