Charles Schwab
SCHW
SCHW
740 hedge funds and large institutions have $28.5B invested in Charles Schwab in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 317 increasing their positions, 238 reducing their positions, and 78 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
0.46% less ownership
Funds ownership: 78.88% → 78.41% (-0.46%)
16% less capital invested
Capital invested by funds: $34.1B → $28.5B (-$5.6B)
32% less funds holding in top 10
Funds holding in top 10: 47 → 32 (-15)
Holders
740
Holding in Top 10
32
Calls
$164M
Puts
$101M
Top Buyers
| 1 | +$333M | |
| 2 | +$176M | |
| 3 | +$161M | |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$128M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$124M |
Top Sellers
| 1 | -$307M | |
| 2 | -$298M | |
| 3 | -$227M | |
| 4 |
Goldman Sachs
New York
|
-$149M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$129M |