Charles Schwab
SCHW
SCHW
650 hedge funds and large institutions have $30.3B invested in Charles Schwab in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 234 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
0.23% more ownership
Funds ownership: 76.63% → 76.86% (+0.23%)
15% less funds holding in top 10
Funds holding in top 10: 39 → 33 (-6)
27% less call options, than puts
Call options by funds: $52.7M | Put options by funds: $71.9M
Holders
650
Holding in Top 10
33
Calls
$52.7M
Puts
$71.9M
Top Buyers
| 1 | +$236M | |
| 2 | +$103M | |
| 3 | +$92.5M | |
| 4 |
Franklin Resources
San Mateo,
California
|
+$91.3M |
| 5 |
Goldman Sachs
New York
|
+$82.6M |
Top Sellers
| 1 | -$317M | |
| 2 | -$269M | |
| 3 | -$222M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$112M |
| 5 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$83.7M |