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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
401
Daiwa Securities Group
Japan
$3.67M -$167K -3,910 -4%
TAF
402
Tredje AP-fonden
Sweden
$3.64M +$384K +8,989 +12%
CB
403
Commerce Bank
Missouri
$3.57M +$291K +6,818 +9%
WSFS
404
Wilmington Savings Fund Society
Delaware
$3.56M -$12.1K -282 -0.3%
FWIA
405
Fort Washington Investment Advisors
Ohio
$3.54M -$2.29M -53,500 -39%
KAH
406
Kathryn A. Hall
$3.51M – – –
AW
407
ACG Wealth
Georgia
$3.5M +$3.5M +81,887 New
UCFA
408
United Capital Financial Advisors
Texas
$3.46M +$465K +10,876 +16%
II
409
IFM Investors
Australia
$3.45M +$440K +10,293 +15%
WSTAM
410
Wilbanks Smith & Thomas Asset Management
Virginia
$3.45M +$193K +4,520 +6%
WAM
411
World Asset Management
Michigan
$3.42M +$31.5K +737 +0.9%
GAM
412
Gotham Asset Management
New York
$3.4M +$1.57M +36,640 +85%
EWA
413
Exencial Wealth Advisors
Oklahoma
$3.39M +$133K +3,099 +4%
LCM
414
Laurion Capital Management
New York
$3.38M +$3.24M +75,784 +2,365%
NCM
415
Nelson Capital Management
California
$3.36M +$151K +3,538 +5%
MIM
416
Marco Investment Management
Georgia
$3.36M -$342K -8,000 -9%
CM
417
Capital Management
Virginia
$3.34M +$471K +11,010 +16%
MWNA
418
Marshall Wace North America
New York
$3.33M +$3.33M +77,724 New
TCM
419
Tuttle Capital Management
Connecticut
$3.27M +$1.1M +25,731 +51%
MJRIC
420
Mogy Joel R Investment Counsel
California
$3.25M +$398K +9,300 +14%
AMM
421
American Money Management
California
$3.25M +$449K +10,508 +16%
DWT
422
Dorsey & Whitney Trust
South Dakota
$3.24M +$321K +7,517 +11%
SCA
423
Spearhead Capital Advisors
Florida
$3.23M +$1.82M +42,494 +128%
OI
424
Oakbrook Investments
Illinois
$3.22M +$1.21M +28,280 +60%
NIT
425
NumerixS Investment Technologies
British Columbia, Canada
$3.2M +$2.72M +63,674 +559%
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