Charles Schwab
SCHW
SCHW
736 hedge funds and large institutions have $34.1B invested in Charles Schwab in 2015 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 298 increasing their positions, 252 reducing their positions, and 52 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: $ → $
16% more call options, than puts
Call options by funds: $135M | Put options by funds: $117M
5% more funds holding
Funds holding: 703 → 736 (+33)
0.28% more ownership
Funds ownership: 78.6% → 78.88% (+0.28%)
Holders
736
Holding in Top 10
47
Calls
$135M
Puts
$117M
Top Buyers
| 1 | +$385M | |
| 2 | +$339M | |
| 3 | +$307M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$204M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$189M |
Top Sellers
| 1 | -$383M | |
| 2 | -$239M | |
| 3 | -$228M | |
| 4 |
SA
SPO Advisory
San Anselmo,
California
|
-$188M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$153M |