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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
676
$132K
677
$128K
678
$126K
679
$124K
680
$121K
681
$118K
682
$114K
683
$112K
684
$112K
685
$108K
686
$103K
687
$98K
688
$97K
689
$95K
690
$83K
691
$80.5K
692
$79K
693
$79K
694
$77K
695
$76K
696
$67.9K
697
$65K
698
$58K
699
$57K
700
$51K