Charles Schwab
SCHW
SCHW
1,070 hedge funds and large institutions have $37.3B invested in Charles Schwab in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 406 increasing their positions, 432 reducing their positions, and 200 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
26% less capital invested
Capital invested by funds: $50.1B → $37.3B (-$12.8B)
31% less funds holding in top 10
Funds holding in top 10: 48 → 33 (-15)
43% less first-time investments, than exits
New positions opened: 114 | Existing positions closed: 200
Holders
1,070
Holding in Top 10
33
Calls
$172M
Puts
$178M
Top Buyers
| 1 | +$999M | |
| 2 | +$499M | |
| 3 | +$245M | |
| 4 |
BlackRock
New York
|
+$206M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$200M |
Top Sellers
| 1 | -$214M | |
| 2 | -$208M | |
| 3 | -$195M | |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$139M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$134M |