Charles Schwab
SCHW
SCHW
901 hedge funds and large institutions have $43.2B invested in Charles Schwab in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 319 increasing their positions, 347 reducing their positions, and 64 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.63% more ownership
Funds ownership: 78.78% → 79.41% (+0.63%)
8% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 347
25% less funds holding in top 10
Funds holding in top 10: 65 → 49 (-16)
Holders
901
Holding in Top 10
49
Calls
$328M
Puts
$264M
Top Buyers
| 1 | +$2.79B | |
| 2 | +$336M | |
| 3 | +$219M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$125M |
Top Sellers
| 1 | -$266M | |
| 2 | -$158M | |
| 3 | -$143M | |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
-$138M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$88.7M |