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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
326
West Coast Financial
California
$6.45M +$660K +15,441 +11%
PNC
327
Park National Corp
Ohio
$6.45M +$1.32M +30,804 +26%
HIMCH
328
Hartford Investment Management Co (HIMCO)
Connecticut
$6.39M +$312K +7,306 +5%
CIP
329
Chartwell Investment Partners
Pennsylvania
$6.31M +$2.89M +67,545 +84%
BB
330
Busey Bank
Illinois
$6.26M -$76K -1,778 -1%
ONB
331
Old National Bancorp
Indiana
$6.26M +$1.44M +33,739 +30%
JPC
332
Jabodon PT Co
Nevada
$6.14M +$1.83M +42,825 +43%
RA
333
RiverPark Advisors
New York
$6.04M -$2.78M -64,975 -32%
FBB
334
Fulton Breakefield Broenniman
Maryland
$5.96M +$378K +8,837 +7%
CSS
335
Cubist Systematic Strategies
Connecticut
$5.94M +$3.43M +80,178 +136%
ARMC
336
American Research & Management Company
Massachusetts
$5.94M +$101K +2,366 +2%
CA
337
Cullinan Associates
Kentucky
$5.93M +$1.36M +31,900 +30%
CC
338
Cadinha & Co
Hawaii
$5.91M +$4.01M +93,895 +211%
DILIC
339
Dai-ichi Life Insurance Company
Japan
$5.83M – – –
MYAM
340
Meiji Yasuda Asset Management
Japan
$5.79M -$212K -4,959 -4%
NAM
341
Nissay Asset Management
Japan
$5.74M -$312K -7,296 -5%
SWM
342
SVA Wealth Management
Wisconsin
$5.7M +$533K +12,457 +10%
CCM
343
CWH Capital Management
Washington
$5.69M -$33.4K -780 -0.6%
CFG
344
Citizens Financial Group
Rhode Island
$5.69M +$5.31M +124,128 +1,400%
DnB Asset Management
345
DnB Asset Management
Norway
$5.53M -$7.26M -169,723 -57%
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$5.39M -$925K -21,631 -15%
CBT
347
Central Bank & Trust
Kentucky
$5.38M -$1.25M -29,196 -19%
JC
348
Jacobs & Co
California
$5.34M +$311K +7,272 +6%
MCM
349
Mitchell Capital Management
Kansas
$5.33M -$561K -13,119 -10%
Bessemer Group
350
Bessemer Group
New Jersey
$5.32M +$810K +18,955 +18%
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