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Charles Schwab

1,014 hedge funds and large institutions have $55.8B invested in Charles Schwab in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 349 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
+97
Holders Change %
+10.58%
% of All Funds
23.03%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.48%
New
158
Increased
364
Reduced
349
Closed
56
Calls
$298M
Puts
$295M
Net Calls
+$3.48M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
576
LS Investment Advisors
Michigan
$1.21M -$18.8K -365 -2%
BPM
577
Blue Pool Management
Hong Kong
$1.21M +$1.21M +23,500 New
EP
578
Elkfork Partners
Oregon
$1.2M +$176K +3,432 +17%
PO
579
Private Ocean
California
$1.2M -$143K -2,780 -11%
CIM
580
CIM Investment Management
Pennsylvania
$1.2M -$19.4K -378 -2%
IB
581
Intrust Bank
Kansas
$1.18M -$33.6K -655 -3%
QI
582
QS Investors
New York
$1.15M -$76.7K -1,494 -6%
SGCA
583
Steel Grove Capital Advisors
Tennessee
$1.14M
ZCA
584
Zeke Capital Advisors
Pennsylvania
$1.13M +$51.1K +994 +5%
MCM
585
MAI Capital Management
Ohio
$1.1M +$1.1M +21,416 New
Cambridge Investment Research Advisors
586
Cambridge Investment Research Advisors
Iowa
$1.09M +$98.8K +1,923 +10%
CS
587
Comerica Securities
Michigan
$1.08M +$19.1K +371 +2%
AT
588
Arden Trust
Delaware
$1.08M -$12.9K -252 -1%
AC
589
Arjuna Capital
North Carolina
$1.08M +$1.08M +20,917 New
RC
590
RegentAtlantic Capital
New Jersey
$1.06M -$40.5K -788 -4%
Hudson Bay Capital Management
591
Hudson Bay Capital Management
Connecticut
$1.06M +$1.06M +20,683 New
Tudor Investment Corp
592
Tudor Investment Corp
Connecticut
$1.05M -$873K -17,004 -45%
VF
593
Virtu Financial
New York
$1.05M +$1.05M +20,438 New
Holocene Advisors
594
Holocene Advisors
New York
$1.04M +$1.04M +20,221 New
KIA
595
KCM Investment Advisors
California
$1.04M +$6.73K +131 +0.7%
BCAM
596
Boston Common Asset Management
Massachusetts
$1.04M -$19.3K -375 -2%
ZIC
597
ZWJ Investment Counsel
Georgia
$1.03M +$86K +1,675 +9%
PTC
598
Private Trust Company
Ohio
$1.03M +$26.1K +509 +3%
NB
599
Nicolet Bankshares
Wisconsin
$1.02M -$77.8K -1,515 -7%
HPC
600
HM Payson & Co
Maine
$990K +$19.8K +385 +2%