Charles Schwab
SCHW
919 hedge funds and large institutions have $47.1B invested in Charles Schwab in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 344 increasing their positions, 356 reducing their positions, and 48 closing their positions.
58% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 48
13% more call options, than puts
Call options by funds: $267M | Put options by funds: $236M
2% more funds holding
Funds holding: 900 → 919 (+19)
2% more capital invested
Capital invested by funds: $46.1B → $47.1B (+$968M)
0.11% more ownership
Funds ownership: 80.27% → 80.38% (+0.11%)
3% less repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 356
5% less funds holding in top 10
Funds holding in top 10: 55 → 52 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$773M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$189M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$150M |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$123M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$656M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$271M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$97.9M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$92M |
| 5 |
Primecap Management
Pasadena,
California
|
-$88.8M |
SCHW Hedge Fund Activity: Q3 2017 in Review
919 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q3 2017, worth a combined $47.1B — up 2.1% from $46.1B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SCHW positions and 48 closed out — a net gain of 28 holders — while 344 added to existing stakes and 356 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $773M. The largest seller was T. Rowe Price Associates, cutting an estimated $656M.
- 919 institutional investors held Charles Schwab (SCHW) as of Q3 2017, up from 900 in Q2 2017.
- Funds reported $47.1B of Charles Schwab stock for Q3 2017, up 2.1% quarter-over-quarter.
- 76 funds opened new Charles Schwab positions in Q3 2017 and 48 closed out, a net change of +28 holders.
- The largest Charles Schwab buyer in Q3 2017 was Capital Research Global Investors, an estimated $773M added.
- The largest Charles Schwab seller in Q3 2017 was T. Rowe Price Associates, an estimated $656M sold.
Based on aggregated 13F filings for Q3 2017.