Charles Schwab
SCHW
SCHW
1,051 hedge funds and large institutions have $44.2B invested in Charles Schwab in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 392 increasing their positions, 407 reducing their positions, and 124 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less first-time investments, than exits
New positions opened: | Existing positions closed:
1.32% less ownership
Funds ownership: 80.58% → 79.26% (-1.3%)
2% less funds holding
Funds holding: 1,071 → 1,051 (-20)
17% less capital invested
Capital invested by funds: $53.5B → $44.2B (-$9.34B)
Holders
1,051
Holding in Top 10
48
Calls
$259M
Puts
$188M
Top Buyers
| 1 | +$418M | |
| 2 | +$219M | |
| 3 | +$215M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$160M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$137M |
Top Sellers
| 1 | -$483M | |
| 2 | -$410M | |
| 3 | -$319M | |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$299M |
| 5 |
JP Morgan Chase
New York
|
-$289M |