Charles Schwab
SCHW
SCHW
900 hedge funds and large institutions have $46.1B invested in Charles Schwab in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 393 increasing their positions, 287 reducing their positions, and 71 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
8% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 71
0.8% more ownership
Funds ownership: 79.47% → 80.27% (+0.8%)
0% less funds holding
Funds holding: 903 → 900 (-3)
Holders
900
Holding in Top 10
55
Calls
$211M
Puts
$187M
Top Buyers
| 1 | +$449M | |
| 2 | +$355M | |
| 3 | +$164M | |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
+$148M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$125M |
Top Sellers
| 1 | -$432M | |
| 2 | -$313M | |
| 3 | -$263M | |
| 4 |
SIG
Senator Investment Group
New York
|
-$122M |
| 5 |
SA
SPO Advisory
San Anselmo,
California
|
-$78.5M |