Charles Schwab
SCHW
SCHW
1,664 hedge funds and large institutions have $77.3B invested in Charles Schwab in 2023 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 791 increasing their positions, 459 reducing their positions, and 215 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
17% less call options, than puts
Call options by funds: $1.83B | Put options by funds: $2.22B
40% less capital invested
Capital invested by funds: $130B → $77.3B (-$52.6B)
61% less funds holding in top 10
Funds holding in top 10: 130 → 51 (-79)
Holders
1,664
Holding in Top 10
51
Calls
$1.83B
Puts
$2.22B
Top Buyers
| 1 | +$431M | |
| 2 | +$285M | |
| 3 | +$236M | |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$190M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$156M |
Top Sellers
| 1 | -$2.58B | |
| 2 | -$1.45B | |
| 3 | -$791M | |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$473M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$473M |