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 %
HCP
776
Hexagon Capital Partners
Arkansas
$22.5K -$4.96K -22 -18%
APC
777
Aspire Private Capital
North Carolina
$22.4K
FMII
778
Farmers & Merchants Investments Inc
Nebraska
$21.8K
TCM
779
Tradewinds Capital Management
Washington
$21.6K
CMP
780
Coston McIsaac & Partners
Maine
$21K
AS
781
Altshuler Shaham
Israel
$19.8K +$19.8K +87 New
GKIM
782
GW&K Investment Management
Massachusetts
$19K +$224 +1 +1%
WB
783
Webster Bank
Connecticut
$18.6K
DIP
784
DT Investment Partners
Pennsylvania
$18.4K
ITIM
785
Indiana Trust & Investment Management
Indiana
$18.2K
AF
786
Allworth Financial
California
$18K -$4.77K -21 -21%
SSB
787
Sandy Spring Bank
Maryland
$18K
MCM
788
MV Capital Management
Maryland
$18K +$2.73K +12 +18%
MSWM
789
Mowery & Schoenfeld Wealth Management
Illinois
$17.7K +$17.7K +78 New
OIA
790
Optimum Investment Advisors
Illinois
$17K
ADL
791
Asset Dedication LLC
California
$16K
CWM
792
Cranbrook Wealth Management
Michigan
$15.9K
KWAG
793
Kiely Wealth Advisory Group
North Carolina
$15.4K +$15.4K +67 New
CFGS
794
Concourse Financial Group Securities
Alabama
$14.3K +$2.96K +13 +26%
UIA
795
Ulland Investment Advisors
Minnesota
$14K
WCM
796
Winthrop Capital Management
Indiana
$13.2K +$13.2K +58 New
SIS
797
Sound Income Strategies
Florida
$11.4K
GWMIA
798
Global Wealth Management Investment Advisory
Florida
$10.2K +$10.2K +45 New
AWM
799
Abound Wealth Management
Tennessee
$10.2K +$453 +2 +5%
FG
800
Fairman Group
Pennsylvania
$9.78K +$9.78K +43 New