Charles Schwab
SCHW
533 hedge funds and large institutions have $21B invested in Charles Schwab in 2013 Q2 according to their latest regulatory filings, with 533 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
77% more call options, than puts
Call options by funds: $124M | Put options by funds: $70.1M
77.11% more ownership
Funds ownership: 0% → 77.11% (+77%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
526
Delta Asset Management
Memphis,
Tennessee
| $2K | +$1.96K | +106 | New |
|
|
KTC
527
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $2K | +$2.07K | +112 | New |
|
|
EWM
528
Edge Wealth Management
New York
| $1K | +$591 | +32 | New |
|
|
WCM
529
Windsor Capital Management
Phoenix,
Arizona
| $1K | +$924 | +50 | New |
|
|
JAM
530
Jolley Asset Management
Rocky Mount,
North Carolina
| $1K | +$1.29K | +70 | New |
|
531
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $806 | +$701K | +37,950 | New |
|
|
UB
532
UMB Bank
Kansas City,
Missouri
| $636 | +$553K | +29,954 | New |
|
|
FMII
533
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | +$406 | +22 | New |
|
SCHW Hedge Fund Activity: Q2 2013 in Review
533 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2013, worth a combined $21B.
Buyers outnumbered sellers: 533 funds opened new SCHW positions and 0 closed out — a net gain of 533 holders — while 0 added to existing stakes and 0 trimmed.
- 533 institutional investors held Charles Schwab (SCHW) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $21B of Charles Schwab stock for Q2 2013.
- 533 funds opened new Charles Schwab positions in Q2 2013 and 0 closed out, a net change of +533 holders.
Based on aggregated 13F filings for Q2 2013.