Charles Schwab
SCHW
1,207 hedge funds and large institutions have $69.8B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 531 increasing their positions, 318 reducing their positions, and 68 closing their positions.
250% more first-time investments, than exits
New positions opened: 238 | Existing positions closed: 68
94% more funds holding in top 10
Funds holding in top 10: 35 → 68 (+33)
72% more capital invested
Capital invested by funds: $40.6B → $69.8B (+$29.2B)
67% more repeat investments, than reductions
Existing positions increased: 531 | Existing positions reduced: 318
15% more funds holding
Funds holding: 1,049 → 1,207 (+158)
14% less call options, than puts
Call options by funds: $589M | Put options by funds: $683M
14.18% less ownership
Funds ownership: 87.12% → 72.94% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.86B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.13B |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$770M |
| 4 |
State Street
Boston,
Massachusetts
|
+$666M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$590M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$482M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$481M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$306M |
| 4 |
D.E. Shaw & Co
New York
|
-$139M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$110M |
SCHW Hedge Fund Activity: Q4 2020 in Review
1,207 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2020, worth a combined $69.8B — up 72% from $40.6B a quarter earlier.
Buyers outnumbered sellers: 238 funds opened new SCHW positions and 68 closed out — a net gain of 170 holders — while 531 added to existing stakes and 318 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.86B. The largest seller was Goldman Sachs, cutting an estimated $482M.
- 1,207 institutional investors held Charles Schwab (SCHW) as of Q4 2020, up from 1,049 in Q3 2020.
- Funds reported $69.8B of Charles Schwab stock for Q4 2020, up 72% quarter-over-quarter.
- 238 funds opened new Charles Schwab positions in Q4 2020 and 68 closed out, a net change of +170 holders.
- The largest Charles Schwab buyer in Q4 2020 was T. Rowe Price Associates, an estimated $1.86B added.
- The largest Charles Schwab seller in Q4 2020 was Goldman Sachs, an estimated $482M sold.
Based on aggregated 13F filings for Q4 2020.