Charles Schwab
SCHW
SCHW
1,059 hedge funds and large institutions have $56.1B invested in Charles Schwab in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 425 increasing their positions, 387 reducing their positions, and 63 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 funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.37% less ownership
Funds ownership: 81.77% → 81.41% (-0.37%)
2% less capital invested
Capital invested by funds: $57.5B → $56.1B (-$1.42B)
19% less funds holding in top 10
Funds holding in top 10: 67 → 54 (-13)
Holders
1,059
Holding in Top 10
54
Calls
$345M
Puts
$254M
Top Buyers
| 1 | +$1.61B | |
| 2 | +$436M | |
| 3 | +$162M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$91.2M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$87.2M |
Top Sellers
| 1 | -$485M | |
| 2 | -$428M | |
| 3 | -$420M | |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
-$198M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$177M |