Charles Schwab
SCHW
SCHW
628 hedge funds and large institutions have $27B invested in Charles Schwab in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 236 increasing their positions, 236 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 236
1% less capital invested
Capital invested by funds: $27.2B → $27B (-$239M)
35% less funds holding in top 10
Funds holding in top 10: 37 → 24 (-13)
Holders
628
Holding in Top 10
24
Calls
$66.5M
Puts
$44.5M
Top Buyers
| 1 | +$246M | |
| 2 | +$145M | |
| 3 | +$94.5M | |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$81.7M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$71.4M |
Top Sellers
| 1 | -$446M | |
| 2 | -$80.4M | |
| 3 | -$80.3M | |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$78.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.7M |