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Charles Schwab
SCHW

Overview Fund Activity

533 hedge funds and large institutions have $21B invested in Charles Schwab in 2013 Q2 according to their latest regulatory filings, with 533 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+533
Holders Change %
–
% of All Funds
17.4%
Holding in Top 10
31
Holding in Top 10 Change
+31
Holding in Top 10 Change %
%
% of All Funds
1.01%
New
533
Increased
–
Reduced
–
Closed
–
Calls
$124M
Puts
$70.1M
Net Calls
+$54.2M
Net Calls Change
+$54.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Wisconsin Capital Management
Wisconsin
$2.92M +$2.92M +137,650 New
CCM
252
Covington Capital Management
California
$2.92M +$2.92M +137,503 New
SB
253
Suntrust Banks
Georgia
$2.92M +$2.92M +137,440 New
LMF
254
LMR Master Fund
Cayman Islands
$2.9M +$2.9M +136,799 New
FLII
255
First Long Island Investors
New York
$2.87M +$2.87M +135,300 New
SI
256
SII Investments
Wisconsin
$2.77M +$2.77M +130,433 New
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$2.74M +$2.74M +129,047 New
GIM
258
Goelzer Investment Management
Indiana
$2.71M +$2.71M +127,594 New
IGIM
259
I.G. Investment Management
Manitoba, Canada
$2.65M +$2.65M +124,749 New
RA
260
Royce & Associates
New York
$2.62M +$2.62M +123,600 New
William Blair & Company
261
William Blair & Company
Illinois
$2.62M +$2.62M +123,317 New
Neuberger Berman Group
262
Neuberger Berman Group
New York
$2.61M +$2.61M +123,132 New
Nordea Investment Management
263
Nordea Investment Management
Sweden
$2.6M +$2.6M +122,409 New
LC
264
Loews Corp
New York
$2.55M +$2.55M +120,000 New
EAM
265
EULAV Asset Management
Florida
$2.55M +$2.55M +120,000 New
PSUF
266
People's United Financial
Connecticut
$2.52M +$2.52M +118,829 New
MOACM
267
Mutual of America Capital Management
New York
$2.41M +$2.41M +113,454 New
IIC
268
Ironwood Investment Counsel
Arizona
$2.41M +$2.41M +113,426 New
CIC
269
Carnegie Investment Counsel
Ohio
$2.37M +$2.37M +111,765 New
GH
270
GAM Holding
Switzerland
$2.34M +$2.34M +110,400 New
RA
271
RiverPark Advisors
New York
$2.3M +$2.3M +108,309 New
MIM
272
Marco Investment Management
Georgia
$2.29M +$2.29M +107,646 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$2.22M +$2.22M +104,647 New
BOH
274
Bank of Hawaii
Hawaii
$2.19M +$2.19M +103,130 New
TMAM
275
Tokio Marine Asset Management
Japan
$2.13M +$2.13M +100,471 New
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