803 hedge funds and large institutions have $25.3B invested in CDW in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+15
Holders Change %
+1.9%
% of All Funds
12.8%
Holding in Top 10
25
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+78.57%
% of All Funds
0.4%
New
94
Increased
277
Reduced
310
Closed
67
Calls
$93.7M
Puts
$71.5M
Net Calls
+$22.1M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
KI
851
Kapitalo Investimentos
Brazil
-$63.3K -345 Closed
PI
852
PineBridge Investments
New York
-$45.3K -247 Closed
AWM
853
AllSquare Wealth Management
New York
-$41.9K -240 Closed
FGAM
854
Financial Gravity Asset Management
Texas
-$1.37K -184 Closed
SSG
855
Summit Securities Group
New York
-$32K -175 Closed
OP
856
ORG Partners
Indiana
-$28.8K -157 Closed
FCA
857
FinTrust Capital Advisors
South Carolina
-$22.9K -128 Closed
UCB
858
United Community Bank
South Carolina
-$18.7K -102 Closed
FA
859
Fiduciary Alliance
South Carolina
-$18.2K -99 Closed
WPA
860
West Paces Advisors
Georgia
-$14.5K -79 Closed
AWM
861
Avior Wealth Management
Nebraska
-$11.9K -65 Closed
CWA
862
Clearview Wealth Advisors
Oregon
-$10.8K -59 Closed
OC
863
Oakworth Capital
Alabama
-$8.99K -49 Closed
HF
864
Halpern Financial
Virginia
-$7.98K -44 Closed
RI
865
Ridgewood Investments
New Jersey
-$4.77K -26 Closed
RTL
866
Red Tortoise LLC
Georgia
-$4.4K -24 Closed
BG
867
Bollard Group
Massachusetts
-$3K -15 Closed
DI
868
Disciplined Investments
Oklahoma
-$2.75K -15 Closed
GI
869
Gradient Investments
Minnesota
-$1.47K -8 Closed
TAIM
870
TD Ameritrade Investment Management
Nebraska
-$1K -8 Closed