Charles Schwab
SCHW
SCHW
1,837 hedge funds and large institutions have $96B invested in Charles Schwab in 2024 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 732 increasing their positions, 739 reducing their positions, and 167 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
13% less capital invested
Capital invested by funds: $110B → $96B (-$14.1B)
24% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.72B
32% less funds holding in top 10
Funds holding in top 10: 78 → 53 (-25)
Holders
1,837
Holding in Top 10
53
Calls
$1.31B
Puts
$1.72B
Top Buyers
| 1 | +$344M | |
| 2 | +$336M | |
| 3 | +$336M | |
| 4 |
JP Morgan Chase
New York
|
+$280M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$246M |
Top Sellers
| 1 | -$2.63B | |
| 2 | -$795M | |
| 3 | -$450M | |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$307M |
| 5 |
Millennium Management
New York
|
-$299M |