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Charles Schwab

779 hedge funds and large institutions have $32.4B invested in Charles Schwab in 2016 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 289 increasing their positions, 283 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

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: $ → $

2% more funds holding

Funds holding: 761779 (+18)

1.05% more ownership

Funds ownership: 76.89%77.94% (+1.1%)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 283

Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$352M
Puts
$202M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
601
$320K
602
$320K
603
$318K
604
$314K
605
$314K
606
$311K
607
$310K
608
$309K
609
$308K
610
$303K
611
$298K
612
$294K
613
$294K
614
$286K
615
$286K
616
$281K
617
$280K
618
$279K
619
$279K
620
$277K
621
$277K
622
$273K
623
$264K
624
$261K
625
$261K