Charles Schwab
SCHW
SCHW
1,170 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 78 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.84% more ownership
Funds ownership: 78.26% → 82.1% (+3.8%)
2% more call options, than puts
Call options by funds: $341M | Put options by funds: $334M
15% less repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 452
Holders
1,170
Holding in Top 10
48
Calls
$341M
Puts
$334M
Top Buyers
| 1 | +$404M | |
| 2 | +$259M | |
| 3 | +$250M | |
| 4 |
JP Morgan Chase
New York
|
+$228M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$209M |
Top Sellers
| 1 | -$442M | |
| 2 | -$238M | |
| 3 | -$159M | |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
-$141M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$106M |