Charles Schwab
SCHW
SCHW
1,765 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 251 funds opening new positions, 798 increasing their positions, 557 reducing their positions, and 143 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
6% more funds holding
Funds holding: 1,665 → 1,765 (+100)
0.27% less ownership
Funds ownership: 82.93% → 82.66% (-0.27%)
13% less call options, than puts
Call options by funds: $1.73B | Put options by funds: $1.98B
Holders
1,765
Holding in Top 10
67
Calls
$1.73B
Puts
$1.98B
Top Buyers
| 1 | +$437M | |
| 2 | +$374M | |
| 3 | +$294M | |
| 4 |
Lazard Asset Management
New York
|
+$232M |
| 5 |
Jane Street
New York
|
+$226M |
Top Sellers
| 1 | -$734M | |
| 2 | -$549M | |
| 3 | -$534M | |
| 4 |
D.E. Shaw & Co
New York
|
-$531M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$461M |