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 %
CIA
776
Cape Investment Advisory
Georgia
$5.85K +$5.85K +30 New
MWM
777
Mascoma Wealth Management
New Hampshire
$5.43K
SIC
778
Salem Investment Counselors
North Carolina
$5.26K +$5.26K +27 New
SWA
779
Sutton Wealth Advisors
Florida
$5.26K
RTL
780
Red Tortoise LLC
Georgia
$4.68K
GBT
781
Grove Bank & Trust
Florida
$4.68K +$3.31K +17 +243%
HIA
782
Harbor Investment Advisory
Maryland
$4.48K
HCM
783
Hollencrest Capital Management
California
$4.29K +$4.29K +22 New
CSB
784
City State Bank
Iowa
$4K
SIC
785
SJS Investment Consulting
Ohio
$3.9K +$195 +1 +5%
WT
786
Washington Trust
Rhode Island
$3.9K
SIS
787
Sound Income Strategies
Florida
$3.9K +$2.14K +11 +122%
BWA
788
BDO Wealth Advisors
Florida
$3.7K
DI
789
Disciplined Investments
Oklahoma
$3.31K +$390 +2 +13%
AWM
790
Abound Wealth Management
Tennessee
$3.12K
CB
791
CNB Bank
Pennsylvania
$3.12K
GGI
792
Godsey & Gibb Inc
Virginia
$2.92K
WWM
793
Wolff Wiese Magana
California
$2.92K
FCA
794
Fortis Capital Advisors
Kansas
$2.73K -$1.17K -6 -30%
AP
795
Arlington Partners
Alabama
$2.34K +$2.34K +12 New
UFF
796
USA Financial Formulas
Michigan
$2.14K +$2.14K +11 New
TAIM
797
TD Ameritrade Investment Management
Nebraska
$2K
CT
798
Cambridge Trust
Massachusetts
$1.95K -$6.63K -34 -77%
WP
799
WealthPLAN Partners
Nebraska
$1.95K +$1.95K +10 New
Commonwealth Equity Services
800
Commonwealth Equity Services
Massachusetts
$1.87K -$99 -510 -5%