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 %
JWM
776
Janiczek Wealth Management
Colorado
$1.1K
FMP
777
Financial Management Professionals
Texas
$1K
TAIM
778
TD Ameritrade Investment Management
Nebraska
$1K
FSWA
779
Financial Synergies Wealth Advisors
Texas
$918 +$918 +5 New
CTA
780
Colonial Trust Advisors
South Carolina
$734 +$184 +1 +33%
GJIA
781
Glass Jacobson Investment Advisors
Maryland
$734 +$734 +4 New
SWA
782
SOA Wealth Advisors
New York
$562
TWD
783
True Wealth Design
Ohio
$551
BCMLT
784
Beacon Capital Management LLC (Tennessee)
Tennessee
$367
M
785
MOTCO
Texas
$367 +$367 +2 New
NC
786
NewSquare Capital
Pennsylvania
$184 -$920 -5 -83%
TWP
787
TFO Wealth Partners
Ohio
$184
Comerica Bank
788
Comerica Bank
Texas
$6 +$6 +289,973 New
WCM
789
Wedge Capital Management
North Carolina
-$69.9M -358,522 Closed
RBCM
790
Raub Brock Capital Management
California
-$23.4M -119,849 Closed
MNG
791
Manning & Napier Group
New York
-$17.2M -88,249 Closed
TC
792
Taika Capital
Florida
-$10.4M -53,355 Closed
Voloridge Investment Management
793
Voloridge Investment Management
Florida
-$9.53M -48,894 Closed
CS
794
Comerica Securities
Michigan
-$7.27M -37,294 Closed
ECM
795
ExodusPoint Capital Management
New York
-$5.86M -30,052 Closed
PCM
796
Prelude Capital Management
New York
-$4.77M -24,494 Closed
WEG
797
World Equity Group
Illinois
-$21.5K -21,540 Closed
EFI
798
EHP Funds Inc
Canada
-$3.22M -16,500 Closed
SCA
799
Snowden Capital Advisors
New York
-$2.98M -15,272 Closed
DA
800
Duality Advisers
Florida
-$2.62M -13,467 Closed