Charles Schwab
SCHW
1,565 hedge funds and large institutions have $112B invested in Charles Schwab in 2022 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 603 increasing their positions, 588 reducing their positions, and 90 closing their positions.
86% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 90
9% more funds holding in top 10
Funds holding in top 10: 81 → 88 (+7)
4% more funds holding
Funds holding: 1,503 → 1,565 (+62)
3% more repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 588
1% more capital invested
Capital invested by funds: $112B → $112B (+$870M)
0.14% more ownership
Funds ownership: 73.6% → 73.74% (+0.14%)
20% less call options, than puts
Call options by funds: $633M | Put options by funds: $787M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$2.02B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.03B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$644M |
| 4 |
D.E. Shaw & Co
New York
|
+$319M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$265M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.24B |
| 2 |
Primecap Management
Pasadena,
California
|
-$929M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$378M |
| 4 |
Citigroup
New York
|
-$330M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$296M |
SCHW Hedge Fund Activity: Q1 2022 in Review
1,565 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q1 2022, worth a combined $112B — up 0.78% from $112B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new SCHW positions and 90 closed out — a net gain of 77 holders — while 603 added to existing stakes and 588 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $2.02B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.24B.
- 1,565 institutional investors held Charles Schwab (SCHW) as of Q1 2022, up from 1,503 in Q4 2021.
- Funds reported $112B of Charles Schwab stock for Q1 2022, up 0.78% quarter-over-quarter.
- 167 funds opened new Charles Schwab positions in Q1 2022 and 90 closed out, a net change of +77 holders.
- The largest Charles Schwab buyer in Q1 2022 was Capital Research Global Investors, an estimated $2.02B added.
- The largest Charles Schwab seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.24B sold.
Based on aggregated 13F filings for Q1 2022.