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Funds Holding CWS

On this page, we present all of the funds holding CWS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CWS, with a link to that fund's top holdings. The next columns indicate the amount of CWS stock held by each of the funds holding CWS, followed by the CWS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding CWS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jane Street Group LLC. For more details on the positions held by Jane Street Group LLC (or by any of the other funds holding CWS), click the fund name in the "Holder" column of the funds-holding-CWS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC $5,901 12/31/2023
     Call1,757,500$12,320 12/31/2023
     Put423,200$6,703 12/31/2023
     CWS4,788$284 12/31/2023
CIBC World Markets Inc.46,974$2,786 12/31/2023
     CWS46,974$2,786 12/31/2023
LPL Financial LLC46,230$2,742 12/31/2023
     CWS46,230$2,742 12/31/2023
Advisor Group Holdings Inc.29,128$1,728 12/31/2023
     CWS29,128$1,728 12/31/2023
Cetera Advisor Networks LLC21,730$1,289 12/31/2023
     CWS21,730$1,289 12/31/2023
Zimmermann Investment Management & Planning LLC21,594$1,281 12/31/2023
     CWS21,594$1,281 12/31/2023
Thrivent Financial for Lutherans16,055$952 12/31/2023
     CWS16,055$952 12/31/2023
Cerity Partners LLC13,407$795 12/31/2023
     CWS13,407$795 12/31/2023
Spreng Capital Management Inc.9,498$563 12/31/2023
     CWS9,498$563 12/31/2023
Equitable Holdings Inc.8,796$522 12/31/2023
     CWS8,796$522 12/31/2023
Proequities Inc.7,061$419 12/31/2023
     CWS7,061$419 12/31/2023
AE Wealth Management LLC6,792$404 12/31/2023
     CWS6,792$404 12/31/2023
Kovack Advisors Inc.4,990$296 12/31/2023
     CWS4,990$296 12/31/2023
Iron Financial LLC4,000$237 12/31/2023
     CWS4,000$237 12/31/2023
Cetera Advisors LLC3,507$208 12/31/2023
     CWS3,507$208 12/31/2023
Royal Bank of Canada860$51 12/31/2023
     CWS860$51 12/31/2023
Ronald Blue Trust Inc.411$24 12/31/2023
     CWS411$24 12/31/2023
CWM LLC245$16 03/31/2024
     CWS245$16 03/31/2024
Harbour Investments Inc.261$15 12/31/2023
     CWS261$15 12/31/2023
GWM Advisors LLC200$12 12/31/2023
     CWS200$12 12/31/2023
Morgan Stanley52$3 12/31/2023
     CWS52$3 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     CWS1$0 12/31/2023

See Summary: Institutional Holders of CWS
See Details: Top 10 Hedge Funds Holding CWS

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