Charles Schwab
SCHW
SCHW
1,061 hedge funds and large institutions have $42.7B invested in Charles Schwab in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 404 increasing their positions, 421 reducing their positions, and 121 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: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
4% less repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 421
3% less funds holding
Funds holding: 1,097 → 1,061 (-36)
23% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 121
Holders
1,061
Holding in Top 10
38
Calls
$422M
Puts
$286M
Top Buyers
| 1 | +$339M | |
| 2 | +$250M | |
| 3 | +$224M | |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$189M |
| 5 |
First Eagle Investment Management
New York
|
+$188M |
Top Sellers
| 1 | -$889M | |
| 2 | -$388M | |
| 3 | -$332M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$263M |
| 5 |
BlackRock
New York
|
-$242M |