Charles Schwab
SCHW
1,016 hedge funds and large institutions have $55.8B invested in Charles Schwab in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 350 reducing their positions, and 56 closing their positions.
182% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 56
27% more funds holding in top 10
Funds holding in top 10: 52 → 66 (+14)
19% more capital invested
Capital invested by funds: $47.1B → $55.8B (+$8.77B)
11% more funds holding
Funds holding: 919 → 1,016 (+97)
4% more repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 350
1% more call options, than puts
Call options by funds: $298M | Put options by funds: $295M
0.75% more ownership
Funds ownership: 80.38% → 81.13% (+0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$813M |
| 2 |
BlackRock
New York
|
+$185M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$148M |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
+$101M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$93.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SPO Advisory
San Anselmo,
California
|
-$186M |
| 2 |
Primecap Management
Pasadena,
California
|
-$135M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$106M |
| 4 |
JP Morgan Chase
New York
|
-$93.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$91.5M |
SCHW Hedge Fund Activity: Q4 2017 in Review
1,016 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2017, worth a combined $55.8B — up 19% from $47.1B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new SCHW positions and 56 closed out — a net gain of 102 holders — while 365 added to existing stakes and 350 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $813M. The largest seller was SPO Advisory, cutting an estimated $186M.
- 1,016 institutional investors held Charles Schwab (SCHW) as of Q4 2017, up from 919 in Q3 2017.
- Funds reported $55.8B of Charles Schwab stock for Q4 2017, up 19% quarter-over-quarter.
- 158 funds opened new Charles Schwab positions in Q4 2017 and 56 closed out, a net change of +102 holders.
- The largest Charles Schwab buyer in Q4 2017 was Fidelity Investments, an estimated $813M added.
- The largest Charles Schwab seller in Q4 2017 was SPO Advisory, an estimated $186M sold.
Based on aggregated 13F filings for Q4 2017.