Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
9 hedge funds and large institutions have $7.66M invested in Charles Schwab 5.95% Series D Preferred Stock in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
0.98% more ownership
Funds ownership: 0% → 0.98% (+0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meritage Portfolio Management
Overland Park,
Kansas
|
+$3.57M |
| 2 |
CIM
CIM Investment Management
Pittsburgh,
Pennsylvania
|
+$1.02M |
| 3 |
HH
HWG Holdings
Houston,
Texas
|
+$1.02M |
| 4 |
Mengis Capital Management
Portland,
Oregon
|
+$476K |
| 5 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$386K |
Top Sellers
SCHW.PRD Hedge Fund Activity: Q1 2016 in Review
9 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q1 2016, worth a combined $7.66M.
Buyers outnumbered sellers: 9 funds opened new SCHW.PRD positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $3.57M.
- 9 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q1 2016, up from 0 in Q4 2015.
- Funds reported $7.66M of Charles Schwab 5.95% Series D Preferred Stock stock for Q1 2016.
- 9 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q1 2016 and 0 closed out, a net change of +9 holders.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q1 2016 was Meritage Portfolio Management, an estimated $3.57M added.
Based on aggregated 13F filings for Q1 2016.