Charles Schwab
SCHW
SCHW
1,500 hedge funds and large institutions have $111B invested in Charles Schwab in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 563 increasing their positions, 487 reducing their positions, and 67 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
12% more funds holding
Funds holding: 1,343 → 1,500 (+157)
1.21% more ownership
Funds ownership: 72.35% → 73.55% (+1.2%)
5% less call options, than puts
Call options by funds: $977M | Put options by funds: $1.02B
Holders
1,500
Holding in Top 10
81
Calls
$977M
Puts
$1.02B
Top Buyers
| 1 | +$607M | |
| 2 | +$388M | |
| 3 | +$348M | |
| 4 |
Barclays
London,
United Kingdom
|
+$185M |
| 5 |
D.E. Shaw & Co
New York
|
+$153M |
Top Sellers
| 1 | -$373M | |
| 2 | -$232M | |
| 3 | -$154M | |
| 4 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$133M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$115M |