896 hedge funds and large institutions have $27.3B invested in CDW in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 355 increasing their positions, 314 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
13.03%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.25%
New
92
Increased
355
Reduced
314
Closed
78
Calls
$136M
Puts
$47M
Net Calls
+$88.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OIAM
801
OFI Invest Asset Management
France
$28K
AF
802
Allworth Financial
California
$27.7K +$4.81K +21 +21%
TCOV
803
Trust Company of Vermont
Vermont
$26.9K +$1.79K +8 +7%
JGIA
804
Jackson Grant Investment Advisers
Connecticut
$26.6K
SIC
805
SJS Investment Consulting
Ohio
$26.4K
BIA
806
Bell Investment Advisors
California
$25.3K
HIIFS
807
Harel Insurance Investments & Financial Services
Israel
$25K -$223K -1,001 -90%
WTC
808
WhitTier Trust Company
Nevada
$24.4K
TFGT
809
TS Financial Group (TSFG)
Illinois
$23K +$228 +1 +1%
CFGS
810
Concourse Financial Group Securities
Alabama
$21.7K +$672 +3 +3%
FMII
811
Farmers & Merchants Investments Inc
Nebraska
$21.5K
TCM
812
Tradewinds Capital Management
Washington
$21.3K
CMP
813
Coston McIsaac & Partners
Maine
$21K
GKIM
814
GW&K Investment Management
Massachusetts
$20K +$1.78K +8 +10%
WB
815
Webster Bank
Connecticut
$18.4K
DIP
816
DT Investment Partners
Pennsylvania
$17.9K
SSB
817
Sandy Spring Bank
Maryland
$17.7K
SC
818
Steph & Co
Wisconsin
$17.5K +$1.34K +6 +8%
RTC
819
Riverview Trust Company
Washington
$17.2K -$245K -1,093 -93%
OIA
820
Optimum Investment Advisors
Illinois
$16.8K
HNB
821
Hilltop National Bank
Wyoming
$16.8K +$16.8K +75 New
ADL
822
Asset Dedication LLC
California
$16.1K
HCP
823
Hexagon Capital Partners
Arkansas
$16.1K
MCM
824
MV Capital Management
Maryland
$16.1K +$224 +1 +1%
APC
825
Aspire Private Capital
North Carolina
$16.1K -$6.04K -27 -27%