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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 %
FCBT
276
First Citizens Bank & Trust
North Carolina
$2.1M +$2.1M +99,114 New
Franklin Resources
277
Franklin Resources
California
$2.1M +$2.1M +99,050 New
SAM
278
Securian Asset Management
Minnesota
$2.1M +$2.1M +98,831 New
BCM
279
Birmingham Capital Management
Alabama
$2.06M +$2.06M +97,204 New
CNC
280
Citizens & Northern Corp
Pennsylvania
$2.03M +$2.03M +95,734 New
FAAS
281
First Allied Advisory Services
California
$2M +$2M +94,500 New
SFP
282
Santa Fe Partners
New Mexico
$1.98M +$1.98M +93,189 New
PWP
283
Private Wealth Partners
California
$1.97M +$1.97M +93,000 New
GG
284
Gofen & Glossberg
Illinois
$1.95M +$1.95M +92,021 New
KJHP
285
K.J. Harrison & Partners
Ontario, Canada
$1.95M +$1.95M +92,000 New
AIM
286
Allen Investment Management
New York
$1.88M +$1.88M +88,635 New
AQR Capital Management
287
AQR Capital Management
Connecticut
$1.86M +$1.86M +87,647 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$1.86M +$1.86M +87,521 New
DC
289
Deere & Company
Illinois
$1.82M +$1.82M +85,884 New
ECAM
290
East Coast Asset Management
Massachusetts
$1.8M +$1.8M +84,549 New
NSAM
291
North Star Asset Management
Wisconsin
$1.8M +$1.8M +84,562 New
PAM
292
Panagora Asset Management
Massachusetts
$1.78M +$1.78M +84,050 New
AT
293
Arden Trust
Delaware
$1.72M +$1.72M +81,173 New
CBB
294
Citizens Business Bank
California
$1.72M +$1.72M +81,100 New
NG
295
NatWest Group
United Kingdom
$1.72M +$1.72M +80,929 New
KBC Group
296
KBC Group
Belgium
$1.71M +$1.71M +80,744 New
MSR
297
Main Street Research
Connecticut
$1.7M +$1.7M +79,827 New
RFC
298
Regions Financial Corp
Alabama
$1.69M +$1.69M +79,501 New
AAC
299
Asset Advisors Corp
Georgia
$1.62M +$1.62M +76,328 New
PPSG
300
Princeton Portfolio Strategies Group
New Jersey
$1.56M +$1.56M +73,655 New
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