858 hedge funds and large institutions have $30B invested in CDW in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 314 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+55
Holders Change %
+6.85%
% of All Funds
12.58%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.31%
New
130
Increased
314
Reduced
298
Closed
66
Calls
$82.8M
Puts
$59.2M
Net Calls
+$23.6M
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
901
Moody National Bank Trust Division
Texas
-$278K -1,377 Closed
FSA
902
Franklin Street Advisors
North Carolina
-$268K -1,326 Closed
DTL
903
Dynamic Technology Lab
Singapore
-$265K -1,313 Closed
EAM
904
Empirical Asset Management
Massachusetts
-$231K -1,146 Closed
PCS
905
Personal CFO Solutions
New Jersey
-$227K -1,124 Closed
ZIM
906
Zacks Investment Management
Illinois
-$220K -1,091 Closed
SC
907
Steph & Co
Wisconsin
-$185K -915 Closed
IUHSA
908
Itau Unibanco Holding S.A.
Brazil
-$179K -886 Closed
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$142K -705 Closed
MIA
910
Milestone Investment Advisors
Wisconsin
-$53.9K -267 Closed
HL
911
HeadInvest LLC
Maine
-$20.1K -100 Closed
EARNEST Partners
912
EARNEST Partners
Georgia
-$14.9K -74 Closed
CT
913
Cambridge Trust
Massachusetts
-$12.9K -64 Closed
HWP
914
Highline Wealth Partners
California
-$7.06K -35 Closed
CWP
915
Concord Wealth Partners
Virginia
-$5.04K -25 Closed
WTA
916
Washington Trust Advisors
Massachusetts
-$3.81K -19 Closed
AW
917
Avion Wealth
Texas
-$2K -14 Closed
Group One Trading
918
Group One Trading
Illinois
-$2.22K -11 Closed
WTG
919
West Tower Group
Virginia
-$2.22K -11 Closed
UFF
920
USA Financial Formulas
Michigan
-$2.22K -11 Closed
FSWA
921
Financial Synergies Wealth Advisors
Texas
-$1.01K -5 Closed
GJIA
922
Glass Jacobson Investment Advisors
Maryland
-$808 -4 Closed
GBT
923
Grove Bank & Trust
Florida
-$807 -4 Closed
PCTC
924
Perkins Coie Trust Company
Washington
-$201 -1 Closed
NC
925
NewSquare Capital
Pennsylvania
-$202 -1 Closed