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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
226
Victory Capital Management
Texas
$12.7M +$684 +16 +0%
William Blair & Company
227
William Blair & Company
Illinois
$12.7M +$1.6M +37,336 +14%
Axa
228
Axa
France
$12.6M -$1.31M -30,673 -9%
LIC
229
Lodestar Investment Counsel
Illinois
$12.5M +$83.4K +1,950 +0.7%
PAM
230
Premier Asset Management
Illinois
$12.5M +$69.2K +1,618 +0.6%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$12.3M -$187K -4,362 -1%
Comerica Bank
232
Comerica Bank
Texas
$12.2M +$172K +3,885 +1%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$12.2M +$66.5K +1,555 +0.5%
PWLP
234
Prio Wealth Limited Partnership
Massachusetts
$12.1M +$1.33M +31,164 +12%
TAM
235
Tocqueville Asset Management
New York
$12.1M +$2.92M +68,305 +32%
ZIG
236
Zurich Insurance Group
Switzerland
$12.1M +$1.95M +45,627 +19%
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$12M -$13.3M -311,546 -53%
FPCG
238
Fort Pitt Capital Group
Pennsylvania
$12M -$82.3K -1,925 -0.7%
CC
239
Cipher Capital
New York
$11.8M +$11.3M +264,729 +2,269%
ANI
240
American National Insurance
Texas
$11.7M – – –
MIS
241
Morningstar Investment Services
Illinois
$11.7M -$296K -6,923 -2%
WJA
242
Williams Jones & Associates
New York
$11.7M +$128K +2,991 +1%
CIC
243
Carnegie Investment Counsel
Ohio
$11.6M -$176K -4,110 -1%
BAAM
244
Baker Avenue Asset Management
California
$11.6M -$418K -9,770 -3%
MNBTD
245
Moody National Bank Trust Division
Texas
$11.5M -$4.28K -100 -0%
SCC
246
Steel Canyon Capital
Arizona
$11.4M -$527K -12,322 -4%
SYBT
247
Stock Yards Bank & Trust
Kentucky
$11.4M +$314K +7,335 +3%
ARTA
248
A.R.T. Advisors
New York
$11.3M +$11.3M +263,440 New
GG
249
Gofen & Glossberg
Illinois
$11.2M +$100K +2,344 +0.9%
PWP
250
Private Wealth Partners
California
$11.2M +$654K +15,293 +6%
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