Charles Schwab
SCHW
SCHW
695 hedge funds and large institutions have $33.8B invested in Charles Schwab in 2015 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 232 increasing their positions, 241 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
1.78% more ownership
Funds ownership: 77.24% → 79.02% (+1.8%)
4% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 241
Holders
695
Holding in Top 10
35
Calls
$106M
Puts
$67.4M
Top Buyers
| 1 | +$199M | |
| 2 | +$163M | |
| 3 | +$159M | |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$138M |
| 5 |
SA
SQ Advisors
Naples,
Florida
|
+$127M |
Top Sellers
| 1 | -$146M | |
| 2 | -$139M | |
| 3 | -$101M | |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$99M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$76.6M |