Charles Schwab
SCHW
SCHW
918 hedge funds and large institutions have $47B invested in Charles Schwab in 2017 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 344 increasing their positions, 356 reducing their positions, and 48 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 capital invested
Capital invested by funds: $ → $
0.11% more ownership
Funds ownership: 80.24% → 80.35% (+0.11%)
3% less repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 356
6% less funds holding in top 10
Funds holding in top 10: 54 → 51 (-3)
Holders
918
Holding in Top 10
51
Calls
$267M
Puts
$236M
Top Buyers
| 1 | +$814M | |
| 2 | +$199M | |
| 3 | +$158M | |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$130M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
Top Sellers
| 1 | -$691M | |
| 2 | -$285M | |
| 3 | -$97.9M | |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$96.9M |
| 5 |
Primecap Management
Pasadena,
California
|
-$93.6M |