Charles Schwab
SCHW
SCHW
651 hedge funds and large institutions have $30.8B invested in Charles Schwab in 2015 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 244 increasing their positions, 237 reducing their positions, and 58 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
0.41% more ownership
Funds ownership: 76.82% → 77.23% (+0.41%)
0% more funds holding
Funds holding: 649 → 651 (+2)
14% less call options, than puts
Call options by funds: $59M | Put options by funds: $68.3M
Holders
651
Holding in Top 10
33
Calls
$59M
Puts
$68.3M
Top Buyers
| 1 | +$160M | |
| 2 | +$116M | |
| 3 | +$108M | |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$97.6M |
| 5 |
VAM
Vontobel Asset Management
New York
|
+$85.5M |
Top Sellers
| 1 | -$147M | |
| 2 | -$84.2M | |
| 3 | -$66.7M | |
| 4 |
State Street
Boston,
Massachusetts
|
-$65.8M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$62.5M |