Charles Schwab
SCHW
1,100 hedge funds and large institutions have $45.7B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 478 increasing their positions, 329 reducing their positions, and 78 closing their positions.
81% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 78
45% more repeat investments, than reductions
Existing positions increased: 478 | Existing positions reduced: 329
4% more funds holding
Funds holding: 1,053 → 1,100 (+47)
3% more capital invested
Capital invested by funds: $44.2B → $45.7B (+$1.49B)
3% more call options, than puts
Call options by funds: $179M | Put options by funds: $174M
0.92% more ownership
Funds ownership: 79.27% → 80.19% (+0.92%)
13% less funds holding in top 10
Funds holding in top 10: 48 → 42 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$308M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$169M |
| 3 |
ClearBridge Investments
New York
|
+$130M |
| 4 |
Renaissance Technologies
New York
|
+$129M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$96.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$538M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
-$239M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$239M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$163M |
| 5 |
TP
Theleme Partners
London,
United Kingdom
|
-$152M |
SCHW Hedge Fund Activity: Q1 2019 in Review
1,100 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q1 2019, worth a combined $45.7B — up 3.4% from $44.2B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SCHW positions and 78 closed out — a net gain of 63 holders — while 478 added to existing stakes and 329 trimmed.
The largest buyer was Generation Investment Management, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $538M.
- 1,100 institutional investors held Charles Schwab (SCHW) as of Q1 2019, up from 1,053 in Q4 2018.
- Funds reported $45.7B of Charles Schwab stock for Q1 2019, up 3.4% quarter-over-quarter.
- 141 funds opened new Charles Schwab positions in Q1 2019 and 78 closed out, a net change of +63 holders.
- The largest Charles Schwab buyer in Q1 2019 was Generation Investment Management, an estimated $308M added.
- The largest Charles Schwab seller in Q1 2019 was Fidelity Investments, an estimated $538M sold.
Based on aggregated 13F filings for Q1 2019.