Charles Schwab
SCHW
SCHW
1,097 hedge funds and large institutions have $42B invested in Charles Schwab in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 465 increasing their positions, 387 reducing their positions, and 91 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $45.7B → $42B (-$3.66B)
15% less call options, than puts
Call options by funds: $185M | Put options by funds: $219M
26% less funds holding in top 10
Funds holding in top 10: 42 → 31 (-11)
Holders
1,097
Holding in Top 10
31
Calls
$185M
Puts
$219M
Top Buyers
| 1 | +$299M | |
| 2 | +$297M | |
| 3 | +$137M | |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$123M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$88.5M |
Top Sellers
| 1 | -$836M | |
| 2 | -$742M | |
| 3 | -$275M | |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
-$107M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$99.4M |