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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
551
Mastrapasqua Asset Management
Tennessee
$1.5M -$3.38M -79,130 -69%
DWM
552
Destination Wealth Management
California
$1.49M +$257 +6 +0%
FMT
553
First Mercantile Trust
Tennessee
$1.47M -$330K -7,728 -18%
CI
554
Cigna Investments
Connecticut
$1.47M -$40.6K -950 -3%
CCM
555
Coe Capital Management
Illinois
$1.47M -$239K -5,587 -14%
GAM
556
Gemmer Asset Management
California
$1.44M -$4.28K -100 -0.3%
RFC
557
Regions Financial Corp
Alabama
$1.43M +$181K +4,220 +15%
NICM
558
Neo Ivy Capital Management
New York
$1.42M +$1.42M +33,315 New
AT
559
Arden Trust
Delaware
$1.38M +$106K +2,471 +8%
LCM
560
Leisure Capital Management
California
$1.37M -$46.5K -1,087 -3%
BCM
561
Birmingham Capital Management
Alabama
$1.37M -$29.9K -700 -2%
SPIA
562
Steward Partners Investment Advisory
New York
$1.37M +$85.9K +2,011 +7%
LCM
563
Liberty Capital Management
Michigan
$1.37M +$386K +9,029 +39%
PCA
564
Personal Capital Advisors
California
$1.36M +$1.36M +31,846 New
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$1.36M -$136K -3,174 -9%
EOJOAM
566
E. Ohman J:or Asset Management
Sweden
$1.36M -$128K -3,000 -9%
PRS
567
Pinkerton Retirement Specialists
Idaho
$1.35M +$46.4K +1,084 +4%
BCA
568
Bray Capital Advisors
Florida
$1.35M +$609K +14,241 +82%
LHC
569
Little House Capital
Massachusetts
$1.33M +$19.9K +465 +2%
PP
570
Paloma Partners
Connecticut
$1.33M +$225K +5,255 +20%
PC
571
Permanens Capital
New York
$1.33M +$556K +13,000 +72%
TRCT
572
Tower Research Capital (TRC)
New York
$1.32M +$937K +21,912 +242%
GAM
573
Griffin Asset Management
New York
$1.32M -$71.5K -1,671 -5%
CFM
574
Coronation Fund Managers
South Africa
$1.32M +$1.32M +30,790 New
EP
575
Elkfork Partners
Oregon
$1.31M -$84.6K -1,980 -6%
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