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 %
CSB
776
City State Bank
Iowa
$4K
RWPA
777
Richard W. Paul & Associates
Michigan
$3.83K
WTA
778
Washington Trust Advisors
Massachusetts
$3.81K -$1K -5 -21%
CB
779
CNB Bank
Pennsylvania
$3.23K
GGI
780
Godsey & Gibb Inc
Virginia
$3.03K
WWM
781
Wolff Wiese Magana
California
$3.03K
CTWM
782
Cherry Tree Wealth Management
Minnesota
$2.32K
HGERS
783
Householder Group Estate & Retirement Specialist
Arizona
$2.28K +$2.28K +11 New
UFF
784
USA Financial Formulas
Michigan
$2.22K
Group One Trading
785
Group One Trading
Illinois
$2.22K +$2.22K +11 New
WTG
786
West Tower Group
Virginia
$2.22K +$2.22K +11 New
AW
787
Avion Wealth
Texas
$2K +$2K +14 New
VCM
788
Versant Capital Management
Arizona
$1.82K
RCM
789
Raleigh Capital Management
North Carolina
$1.24K +$1.24K +6 New
FSWA
790
Financial Synergies Wealth Advisors
Texas
$1.01K
FMP
791
Financial Management Professionals
Texas
$1K
CAM
792
ClariVest Asset Management
California
$1K +$1K +3 New
GJIA
793
Glass Jacobson Investment Advisors
Maryland
$808
GBT
794
Grove Bank & Trust
Florida
$807 -$605 -3 -43%
CTA
795
Colonial Trust Advisors
South Carolina
$807
SWA
796
SOA Wealth Advisors
New York
$620
TWD
797
True Wealth Design
Ohio
$606
M
798
MOTCO
Texas
$404
BCMLT
799
Beacon Capital Management LLC (Tennessee)
Tennessee
$367
TWP
800
TFO Wealth Partners
Ohio
$367 +$184 +1 +100%