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Tidewater

254 hedge funds and large institutions have $3.65B invested in Tidewater in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-9
Holders Change %
-3.42%
% of All Funds
3.72%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
48
Increased
72
Reduced
98
Closed
52
Calls
$106M
Puts
$48.7M
Net Calls
+$57.6M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Shares
Change %
SWS
226
SYSTM Wealth Solutions
Illinois
$24.2K +$24.2K +336 New
PA
227
Parallel Advisors
California
$23.1K +$13.1K +181 +130%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$19K -$4.46K -61 -19%
C
229
Covestor
United Kingdom
$19K -$73 -1 -0.4%
ITFISA
230
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.3K +$721 +10 +4%
SFM
231
Spartan Fund Management
Canada
$14.4K
BG
232
Bollard Group
Massachusetts
$14K
PVH
233
Psagot Value Holdings
Israel
$9K +$151 +2 +2%
GI
234
GAMMA Investing
California
$6.65K +$6.65K +99 New
HIM
235
Hillsdale Investment Management
Ontario, Canada
$6.49K -$721 -10 -10%
CAL
236
Capital Advisors Ltd
Ohio
$5K
OP
237
ORG Partners
Indiana
$4.33K -$24.5K -340 -85%
WIA
238
Wetzel Investment Advisors
Indiana
$4K +$4K +57 New
CFD
239
Creative Financial Designs
Indiana
$3.61K +$3.61K +50 New
WTA
240
Washington Trust Advisors
Massachusetts
$3.39K
TWM
241
Tradition Wealth Management
Minnesota
$3K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$2.02K
JWA
243
JFS Wealth Advisors
Pennsylvania
$1.15K +$72 +1 +7%
FFO
244
Fortitude Family Office
Arizona
$1.08K +$1.08K +15 New
AW
245
Avion Wealth
Texas
$1K
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$577
SIC
247
SJS Investment Consulting
Ohio
$505 -$72 -1 -13%
FFA
248
Farther Finance Advisors
California
$433 +$433 +6 New
ASN
249
Advisory Services Network
Georgia
$433 +$433 +6 New
AF
250
Advisornet Financial
Minnesota
$361