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Charles Schwab

779 hedge funds and large institutions have $32.4B invested in Charles Schwab in 2016 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 289 increasing their positions, 283 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 761779 (+18)

1.05% more ownership

Funds ownership: 76.89%77.94% (+1.1%)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 283

Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$352M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
501
$735K
502
$731K
503
$730K
504
$726K
505
$723K
506
$721K
507
$720K
508
$720K
509
$711K
510
$701K
511
$695K
512
$695K
513
$685K
514
$672K
515
$659K
516
$650K
517
$644K
518
$635K
519
$631K
520
$617K
521
$604K
522
$603K
523
$595K
524
$583K
525
$582K