Charles Schwab
SCHW
SCHW
762 hedge funds and large institutions have $25.7B invested in Charles Schwab in 2016 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 318 increasing their positions, 246 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
10% less capital invested
Capital invested by funds: $28.5B → $25.7B (-$2.81B)
31% less funds holding in top 10
Funds holding in top 10: 32 → 22 (-10)
40% less call options, than puts
Call options by funds: $103M | Put options by funds: $171M
Holders
762
Holding in Top 10
22
Calls
$103M
Puts
$171M
Top Buyers
| 1 | +$232M | |
| 2 | +$193M | |
| 3 | +$122M | |
| 4 |
JP Morgan Chase
New York
|
+$118M |
| 5 |
SA
SPO Advisory
San Anselmo,
California
|
+$86.5M |
Top Sellers
| 1 | -$561M | |
| 2 | -$267M | |
| 3 | -$234M | |
| 4 |
Royal London Asset Management
United Kingdom
|
-$184M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$106M |