895 hedge funds and large institutions have $31.6B invested in CDW in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 341 increasing their positions, 320 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
12.97%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
100
Increased
341
Reduced
320
Closed
55
Calls
$86.7M
Puts
$52M
Net Calls
+$34.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
776
Smartleaf Asset Management
Massachusetts
$56.7K +$47.7K +185 +529%
NSIM
777
North Star Investment Management
Illinois
$56.7K +$255 +1 +0.5%
PIM
778
Plato Investment Management
Australia
$56.3K
SHIM
779
Stone House Investment Management
Pennsylvania
$55.8K +$55.8K +218 New
PMFA
780
Plante Moran Financial Advisors
Michigan
$54K +$54K +211 New
First Manhattan
781
First Manhattan
New York
$51.9K +$43.5K +170 +515%
BWP
782
Baldwin Wealth Partners
Massachusetts
$51.4K
SAG
783
Spotlight Asset Group
Illinois
$51.2K
BTI
784
Blue Trust Inc
Georgia
$46K -$23.3K -91 -34%
PFBT
785
Parkside Financial Bank & Trust
Missouri
$45.3K +$16.4K +64 +57%
OCM
786
Orion Capital Management
California
$44.3K
RFG
787
RFP Financial Group
Georgia
$42.7K -$18.9K -74 -31%
OC
788
Oakworth Capital
Alabama
$40.9K
MHR
789
Matthew Hamilton Rosenberg
$40.5K +$15.2K +60 +60%
PB
790
Pinnacle Bancorp
Nebraska
$39.6K
CYG
791
Clean Yield Group
Vermont
$38.4K -$38.4K -150 -50%
TFM
792
TFC Financial Management
Massachusetts
$37.3K +$256 +1 +0.7%
LFG
793
Larson Financial Group
Missouri
$36.1K +$2.05K +8 +6%
CP
794
Castleview Partners
Texas
$35.5K +$255 +1 +0.7%
RA
795
Rise Advisors
New York
$33.6K +$33.6K +131 New
FFC
796
First Financial Corp
Indiana
$33.5K -$83.1K -325 -71%
CCA
797
Catalyst Capital Advisors
New York
$32.7K +$32.7K +128 New
OIAM
798
OFI Invest Asset Management
France
$31.7K +$1.9K +8 +6%
JGIA
799
Jackson Grant Investment Advisers
Connecticut
$30.4K
SIC
800
SJS Investment Consulting
Ohio
$30.2K +$25.1K +98 +490%