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Charles Schwab

779 hedge funds and large institutions have $32.4B invested in Charles Schwab in 2016 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 289 increasing their positions, 283 reducing their positions, and 58 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 761779 (+18)

1.05% more ownership

Funds ownership: 76.89%77.94% (+1.1%)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 283

Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$352M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
451
$972K
452
$967K
453
$963K
454
$962K
455
$960K
456
$950K
457
$949K
458
$939K
459
$939K
460
$936K
461
$932K
462
$923K
463
$912K
464
$909K
465
$909K
466
$907K
467
$902K
468
$898K
469
$895K
470
$890K
471
$881K
472
$874K
473
$873K
474
$872K
475
$869K