788 hedge funds and large institutions have $23.1B invested in CDW in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 256 increasing their positions, 349 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-24
Holders Change %
-2.96%
% of All Funds
12.43%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.22%
New
74
Increased
256
Reduced
349
Closed
96
Calls
$19.3M
Puts
$16.3M
Net Calls
+$3.07M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
851
Mission Wealth Management
California
-$228K -1,168 Closed
CWP
852
Cyndeo Wealth Partners
Florida
-$226K -1,161 Closed
PWM
853
Perigon Wealth Management
California
-$226K -1,159 Closed
JWCA
854
J.W. Cole Advisors
Florida
-$218K -1,119 Closed
CWM
855
Curi Wealth Management
North Carolina
-$214K -1,098 Closed
VFA
856
Voya Financial Advisors
Connecticut
-$208K -1,094 Closed
Koshinski Asset Management
857
Koshinski Asset Management
Illinois
-$209K -1,074 Closed
RWM
858
Ritholtz Wealth Management
New York
-$200K -1,028 Closed
CFB
859
Cullen/Frost Bankers
Texas
-$149K -766 Closed
CMBA
860
C.M. Bidwell & Associates
Hawaii
-$144K -741 Closed
BAM
861
Belpointe Asset Management
Nevada
-$134K -689 Closed
CMF
862
Counterpoint Mutual Funds
California
-$107K -550 Closed
WSCM
863
Wellington Shields Capital Management
New York
-$97.4K -500 Closed
TWA
864
TCI Wealth Advisors
Arizona
-$93K -477 Closed
BHWM
865
Bay Harbor Wealth Management
Maryland
-$81.1K -416 Closed
MIA
866
Milestone Investment Advisors
Wisconsin
-$52K -267 Closed
WBC
867
West Branch Capital
Massachusetts
-$39K -200 Closed
PI
868
PEAK6 Investments
Illinois
-$34.1K -175 Closed
OCM
869
Orion Capital Management
California
-$33.7K -173 Closed
AS
870
Altshuler Shaham
Israel
-$29.4K -151 Closed
BBPWM
871
Blue Bell Private Wealth Management
Pennsylvania
-$24.2K -124 Closed
CSPAM
872
Cary Street Partners Asset Management
Virginia
-$17.7K -91 Closed
WPWM
873
Western Pacific Wealth Management
Illinois
-$16.8K -86 Closed
AAS
874
Ameritas Advisory Services
Nebraska
-$11.4K -59 Closed
CP
875
Castleview Partners
Texas
-$10.9K -56 Closed