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Charles Schwab

901 hedge funds and large institutions have $43.2B invested in Charles Schwab in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 319 increasing their positions, 347 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+40
Holders Change %
+4.65%
% of All Funds
22.46%
Holding in Top 10
49
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-24.62%
% of All Funds
1.22%
New
115
Increased
319
Reduced
347
Closed
64
Calls
$328M
Puts
$264M
Net Calls
+$63.2M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$981K +$353K +8,640 +56%
Cerity Partners
552
Cerity Partners
New York
$981K +$981K +24,049 New
II
553
IFM Investors
Australia
$976K +$361K +8,857 +59%
Los Angeles Capital Management
554
Los Angeles Capital Management
California
$969K +$586K +14,345 +153%
GEM
555
Global Endowment Management
North Carolina
$968K -$3.27K -80 -0.3%
MCIM
556
Meadow Creek Investment Management
Georgia
$968K +$135K +3,304 +16%
NAMA
557
Nikko Asset Management Americas
New York
$959K +$322K +7,900 +51%
TCOV
558
Trust Company of Vermont
Vermont
$954K +$23.4K +573 +3%
HCMT
559
Highland Capital Management (Tennessee)
Tennessee
$949K -$148K -3,627 -13%
BCAM
560
Boston Common Asset Management
Massachusetts
$937K
DCM
561
Dynamic Capital Management
Jersey
$937K +$937K +22,960 New
LIA
562
LS Investment Advisors
Michigan
$928K +$55.9K +1,370 +6%
LS
563
Livforsakringsbolaget Skandia
Sweden
$927K -$1.77M -43,400 -66%
JCM
564
Janney Capital Management
Pennsylvania
$924K
QI
565
QS Investors
New York
$921K
RC
566
RegentAtlantic Capital
New Jersey
$903K -$127K -3,113 -12%
RA
567
Royce & Associates
New York
$898K
CCA
568
Covey Capital Advisors
Georgia
$886K
PIM
569
Partner Investment Management
California
$884K +$433K +10,610 +96%
Simplex Trading
570
Simplex Trading
Illinois
$872K +$872K +21,387 New
BTNA
571
Bremer Trust National Association
Minnesota
$866K +$39.2K +961 +5%
AT
572
Arden Trust
Delaware
$865K -$421K -10,316 -33%
CFG
573
Citizens Financial Group
Rhode Island
$852K -$66.5K -1,630 -7%
Connor, Clark & Lunn Investment Management (CC&L)
574
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$845K -$5.69M -139,275 -87%
CG
575
Cutler Group
California
$844K +$844K +20,687 New