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Charles Schwab
SCHW

Overview Fund Activity

533 hedge funds and large institutions have $21B invested in Charles Schwab in 2013 Q2 according to their latest regulatory filings, with 533 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+533
Holders Change %
–
% of All Funds
17.4%
Holding in Top 10
31
Holding in Top 10 Change
+31
Holding in Top 10 Change %
%
% of All Funds
1.01%
New
533
Increased
–
Reduced
–
Closed
–
Calls
$124M
Puts
$70.1M
Net Calls
+$54.2M
Net Calls Change
+$54.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
O
26
OppenheimerFunds
New York
$158M +$158M +7,432,060 New
SA
27
SQ Advisors
Florida
$155M +$155M +7,307,325 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$154M +$154M +7,274,732 New
WP
29
Wedgewood Partners
Missouri
$151M +$151M +7,135,138 New
Boston Partners
30
Boston Partners
Massachusetts
$151M +$151M +7,119,953 New
BG
31
BlackRock Group
United Kingdom
$148M +$148M +6,990,424 New
TG
32
TCW Group
California
$148M +$148M +6,949,442 New
Goldman Sachs
33
Goldman Sachs
New York
$142M +$142M +6,674,580 New
FP
34
FPR Partners
California
$126M +$126M +5,953,245 New
TP
35
Theleme Partners
United Kingdom
$126M +$126M +5,915,500 New
SSM
36
Sound Shore Management
Connecticut
$122M +$122M +5,744,647 New
Diamond Hill Capital Management
37
Diamond Hill Capital Management
Ohio
$122M +$122M +5,741,763 New
WPSC
38
W.P. Stewart & Co
New York
$115M +$115M +5,435,357 New
Capital Research Global Investors
39
Capital Research Global Investors
California
$115M +$115M +5,420,572 New
MAA
40
Managed Account Advisors
New Jersey
$109M +$109M +5,125,348 New
Norges Bank
41
Norges Bank
Norway
$104M +$104M +4,920,772 New
ClearBridge Investments
42
ClearBridge Investments
New York
$104M +$104M +4,884,209 New
Legal & General Group
43
Legal & General Group
United Kingdom
$101M +$101M +4,777,618 New
EC
44
Eminence Capital
New York
$95.5M +$95.5M +4,496,345 New
AllianceBernstein
45
AllianceBernstein
Tennessee
$93.4M +$93.4M +4,397,428 New
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$92M +$92M +4,331,873 New
WRF
47
Waddell & Reed Financial
Kansas
$90.8M +$90.8M +4,278,900 New
TCIM
48
TIAA CREF Investment Management
New York
$88.5M +$88.5M +4,167,298 New
PC
49
PointState Capital
New York
$87.3M +$87.3M +4,112,800 New
AIM
50
abrdn Investment Management
United Kingdom
$86.3M +$86.3M +4,065,791 New
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