Charles Schwab
SCHW
SCHW
627 hedge funds and large institutions have $29.3B invested in Charles Schwab in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 197 increasing their positions, 273 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
0.34% less ownership
Funds ownership: 76.98% → 76.63% (-0.34%)
28% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 273
37% less call options, than puts
Call options by funds: $79.5M | Put options by funds: $126M
Holders
627
Holding in Top 10
39
Calls
$79.5M
Puts
$126M
Top Buyers
| 1 | +$126M | |
| 2 | +$108M | |
| 3 | +$75.3M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.7M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$69.8M |
Top Sellers
| 1 | -$121M | |
| 2 | -$104M | |
| 3 | -$68.5M | |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$57.3M |
| 5 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
-$51.5M |