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Charles Schwab

607 hedge funds and large institutions have $25.8B invested in Charles Schwab in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 249 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+46
Holders Change %
+8.2%
% of All Funds
17.63%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
88
Increased
193
Reduced
249
Closed
40
Calls
$161M
Puts
$96M
Net Calls
+$65.1M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NES
576
New England Securities
New York
$21K +$19.1K +720 +986%
TFO
577
Tarbox Family Office
California
$21K +$21K +813 New
WEC
578
Winslow Evans & Crocker
Massachusetts
$20K +$20K +743 New
RA
579
Rational Advisors
New York
$19K -$1.27K -49 -6%
FBT
580
Founders Bank & Trust
Michigan
$19K +$19K +813 New
TCOV
581
Trust Company of Vermont
Vermont
$18K
HR
582
Howe & Rusling
New York
$16K
HCM
583
Highlander Capital Management
New Jersey
$15.8K -$13K -500 -45%
PSI
584
Pinnacle Summer Investments
Virginia
$15K +$26 +1 +0.2%
BAM
585
Barrett Asset Management
New York
$14K +$7.25K +271 +108%
LNB
586
Ledyard National Bank
$13K +$13K +491 New
MFS
587
MSI Financial Services
Massachusetts
$11K -$1.73K -65 -14%
MWP
588
MYCIO Wealth Partners
Pennsylvania
$9K
DBT
589
Dubuque Bank & Trust
Iowa
$8K
Bessemer Group
590
Bessemer Group
New Jersey
$8K
ACM
591
Aviance Capital Management
Florida
$8K
PAS
592
Partnervest Advisory Services
California
$7K
TCM
593
Tradewinds Capital Management
Washington
$7K +$7K +262 New
LWA
594
Lenox Wealth Advisors
New York
$7K +$7K +266 New
FPCG
595
Fort Pitt Capital Group
Pennsylvania
$6.16K -$26 -1 -0.4%
ASN
596
Advisory Services Network
Georgia
$6K +$6K +221 New
ECM
597
Exchange Capital Management
Michigan
$5K +$5K +195 New
NC
598
NewSquare Capital
Pennsylvania
$4K
MFBTD
599
MB Financial Bank - Trust Department
Illinois
$4K +$4K +149 New
AA
600
Apriem Advisors
California
$3K