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Charles Schwab

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
Holders
901
Holders Change
+40
Holders Change %
+4.65%
% of All Funds
22.46%
Holding in Top 10
49
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-24.62%
% of All Funds
1.22%
New
115
Increased
319
Reduced
347
Closed
64
Calls
$328M
Puts
$264M
Net Calls
+$63.2M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
476
Mirae Asset Global Investments
South Korea
$1.6M +$1.6M +39,182 New
QC
477
Quadrature Capital
United Kingdom
$1.6M -$19.3M -473,254 -92%
MERSOM
478
Municipal Employees' Retirement System of Michigan
Michigan
$1.59M +$18K +440 +1%
AC
479
Argentiere Capital
Switzerland
$1.58M -$2.5M -61,200 -61%
BVDMP
480
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.58M
AC
481
Allstate Corporation
Illinois
$1.58M -$1.46M -35,786 -48%
GJIC
482
Gamble Jones Investment Counsel
California
$1.57M -$53.9K -1,320 -3%
FG
483
Fiduciary Group
Georgia
$1.54M -$9.92K -243 -0.6%
Fayez Sarofim & Co
484
Fayez Sarofim & Co
Texas
$1.54M
CTA
485
Chesley Taft & Associates
Illinois
$1.54M
WIS
486
Wright Investors Service
Connecticut
$1.5M -$418K -10,235 -22%
JIC
487
Johnson Investment Counsel
Ohio
$1.5M -$27K -663 -2%
ANRIA
488
American National Registered Investment Advisor
Texas
$1.49M
BBHC
489
Brown Brothers Harriman & Co
New York
$1.49M +$815K +19,965 +121%
BC
490
Bartlett & Co
Ohio
$1.49M -$30.6K -750 -2%
ACP
491
Aviance Capital Partners
Florida
$1.48M +$92.9K +2,275 +7%
AA
492
Ancora Advisors
Ohio
$1.48M -$376K -9,213 -20%
ICRM
493
Insight Capital Research & Management
California
$1.48M +$183K +4,488 +14%
PAM
494
Panagora Asset Management
Massachusetts
$1.46M -$8.16K -200 -0.6%
NIPH
495
NN Investment Partners Holdings
Netherlands
$1.44M +$1.03M +25,193 +252%
GAM
496
Gemmer Asset Management
California
$1.43M +$41 +1 +0%
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$1.42M -$116K -2,847 -8%
PCM
498
Penserra Capital Management
California
$1.39M +$612K +15,009 +79%
MNBTD
499
Moody National Bank Trust Division
Texas
$1.38M
NCM
500
Northside Capital Management
Oregon
$1.38M +$1.38M +33,689 New