Charles Schwab
SCHW
SCHW
1,075 hedge funds and large institutions have $37.5B invested in Charles Schwab in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 394 increasing their positions, 423 reducing their positions, and 99 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
7% less repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 423
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
34% less call options, than puts
Call options by funds: $178M | Put options by funds: $268M
Holders
1,075
Holding in Top 10
26
Calls
$178M
Puts
$268M
Top Buyers
| 1 | +$450M | |
| 2 | +$135M | |
| 3 | +$131M | |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$117M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$107M |
Top Sellers
| 1 | -$347M | |
| 2 | -$268M | |
| 3 | -$210M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$193M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$147M |