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 %
UIA
826
Ulland Investment Advisors
Minnesota
$16K
AWM
827
Abound Wealth Management
Tennessee
$11.8K +$257 +1 +2%
FRA
828
Front Row Advisors
California
$11.8K +$4.09K +16 +53%
CAL
829
Capital Advisors Ltd
Ohio
$11K +$750 +3 +7%
FG
830
Fairman Group
Pennsylvania
$11K
WPA
831
West Paces Advisors
Georgia
$10.7K +$10.2K +40 +2,000%
FIM
832
Fernwood Investment Management
Massachusetts
$10.2K +$10.2K +40 New
FCA
833
FinTrust Capital Advisors
South Carolina
$9.98K
FFO
834
Fortitude Family Office
Arizona
$9.72K
CA
835
Centerpoint Advisors
Massachusetts
$9K
RS
836
Rakuten Securities
Japan
$8.95K +$7.67K +30 +600%
SA
837
SRH Advisors
Kansas
$8.7K
HIA
838
Harbor Investment Advisory
Maryland
$8.7K +$3.33K +13 +62%
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.13K +$7.13K +30 New
PWMG
840
Private Wealth Management Group
New Jersey
$6.91K -$1.02K -4 -13%
SIC
841
Salem Investment Counselors
North Carolina
$6.91K
BCMLT
842
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.91K +$6.39K +25 +1,250%
WIA
843
Wetzel Investment Advisors
Indiana
$6.84K +$1.41K +6 +26%
IGWM
844
ICA Group Wealth Management
Colorado
$6.42K +$2.83K +11 +79%
WT
845
Washington Trust
Rhode Island
$6.4K
FWM
846
FSA Wealth Management
Massachusetts
$6.4K
FPF
847
First Pacific Financial
Washington
$6.4K +$1.79K +7 +39%
HCM
848
Hollencrest Capital Management
California
$5.63K
CSB
849
City State Bank
Iowa
$5K
RWPA
850
Richard W. Paul & Associates
Michigan
$4.86K