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Charles Schwab
SCHW

Overview Fund Activity

649 hedge funds and large institutions have $30.2B invested in Charles Schwab in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+23
Holders Change %
+3.67%
% of All Funds
17.32%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
78
Increased
242
Reduced
234
Closed
49
Calls
$52.7M
Puts
$71.9M
Net Calls
-$19.2M
Net Calls Change
+$26.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$251M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
3
AIM
abrdn Investment Management
United Kingdom
+$98.2M
4
Franklin Resources
Franklin Resources
California
+$97.1M
5
Goldman Sachs
Goldman Sachs
New York
+$87.7M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$406M
2
SA
SPO Advisory
California
-$285M
3
Capital World Investors
Capital World Investors
California
-$236M
4
Invesco
Invesco
Georgia
-$119M
5
PHS
PFM Health Sciences
California
-$83.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
$1.51M -$3.51M -116,225 -70%
WG
352
Winton Group
United Kingdom
$1.51M -$20.4M -675,750 -93%
PCTC
353
Perkins Coie Trust Company
Washington
$1.48M -$334K -11,075 -18%
SCM
354
SOL Capital Management
Maryland
$1.47M -$18.3K -606 -1%
CYG
355
Clean Yield Group
Vermont
$1.47M -$33.7K -1,115 -2%
Robeco Institutional Asset Management
356
Robeco Institutional Asset Management
Netherlands
$1.45M -$183K -6,070 -11%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$1.45M +$777K +25,760 +115%
DekaBank Deutsche Girozentrale
358
DekaBank Deutsche Girozentrale
Germany
$1.43M +$79.1K +2,600 +6%
CBB
359
Citizens Business Bank
California
$1.39M -$408K -13,500 -23%
CIM
360
Calvert Investment Management
Maryland
$1.37M +$98.8K +3,274 +8%
NCM
361
Neumann Capital Management
California
$1.34M +$1.34M +44,385 New
AT
362
Arden Trust
Delaware
$1.31M -$46.4K -1,538 -3%
PA
363
Profund Advisors
Maryland
$1.29M +$99.1K +3,283 +8%
HPC
364
HM Payson & Co
Maine
$1.29M – – –
FNBT
365
FineMark National Bank & Trust
Florida
$1.28M +$191K +6,322 +18%
CNC
366
Citizens & Northern Corp
Pennsylvania
$1.27M -$1.32M -43,708 -51%
SLI
367
Sumitomo Life Insurance
Japan
$1.26M -$70.7K -2,340 -5%
PSUF
368
People's United Financial
Connecticut
$1.25M -$72.5K -2,400 -5%
Nordea Investment Management
369
Nordea Investment Management
Sweden
$1.24M -$284K -9,395 -19%
KRSITF
370
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.23M -$7.76K -257 -0.6%
KIA
371
KCM Investment Advisors
California
$1.23M +$725K +24,000 +144%
MERSOM
372
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M – – –
BVDMP
373
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.21M – – –
ALA
374
Atherton Lane Advisers
California
$1.21M +$7.55K +250 +0.6%
ANRIA
375
American National Registered Investment Advisor
Texas
$1.21M -$6.79K -225 -0.6%
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