The Charles Schwab Corporation
SCHW.PRB.CL
SCHW.PRB.CL was delisted on the 30th of November, 2017.
10 hedge funds and large institutions have $4.02M invested in The Charles Schwab Corporation in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
19% less capital invested
Capital invested by funds: $4.94M → $4.02M (-$923K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$148K |
| 2 |
PR
Payden & Rygel
Los Angeles,
California
|
+$87K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$63.6K |
| 4 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
+$22.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
Delaware
|
-$718K |
| 2 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
-$213K |
| 3 |
DA
Dunvegan Associates
Santa Barbara,
California
|
-$89.5K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$54.8K |
| 5 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$40.6K |
SCHW.PRB.CL Hedge Fund Activity: Q4 2013 in Review
10 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in The Charles Schwab Corporation (SCHW.PRB.CL) for Q4 2013, worth a combined $4.02M — down 19% from $4.94M a quarter earlier.
Fund positioning in SCHW.PRB.CL was balanced in Q4 2013: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Ameriprise, adding an estimated $148K. The largest seller was City National Bank, cutting an estimated $718K.
- 10 institutional investors held The Charles Schwab Corporation (SCHW.PRB.CL) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $4.02M of The Charles Schwab Corporation stock for Q4 2013, down 19% quarter-over-quarter.
- 1 fund opened new The Charles Schwab Corporation positions in Q4 2013 and 1 closed out, a net change of 0 holders.
- The largest The Charles Schwab Corporation buyer in Q4 2013 was Ameriprise, an estimated $148K added.
- The largest The Charles Schwab Corporation seller in Q4 2013 was City National Bank, an estimated $718K sold.
Based on aggregated 13F filings for Q4 2013.