Charles Schwab
SCHW
SCHW
1,559 hedge funds and large institutions have $112B invested in Charles Schwab in 2022 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 602 increasing their positions, 585 reducing their positions, and 90 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1% more capital invested
Capital invested by funds: $111B → $112B (+$880M)
0.15% more ownership
Funds ownership: 73.5% → 73.65% (+0.15%)
20% less call options, than puts
Call options by funds: $633M | Put options by funds: $787M
Holders
1,559
Holding in Top 10
87
Calls
$633M
Puts
$787M
Top Buyers
| 1 | +$1.94B | |
| 2 | +$988M | |
| 3 | +$617M | |
| 4 |
D.E. Shaw & Co
New York
|
+$305M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$254M |
Top Sellers
| 1 | -$1.19B | |
| 2 | -$890M | |
| 3 | -$362M | |
| 4 |
Citigroup
New York
|
-$316M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$284M |