Charles Schwab
SCHW
SCHW
607 hedge funds and large institutions have $25.8B invested in Charles Schwab in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 193 increasing their positions, 249 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
8% more funds holding
Funds holding: 561 → 607 (+46)
0.33% less ownership
Funds ownership: 77.31% → 76.97% (-0.33%)
22% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 249
Holders
607
Holding in Top 10
28
Calls
$161M
Puts
$96M
Top Buyers
| 1 | +$637M | |
| 2 | +$248M | |
| 3 | +$222M | |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$117M |
| 5 |
State Street
Boston,
Massachusetts
|
+$45.8M |
Top Sellers
| 1 | -$184M | |
| 2 | -$147M | |
| 3 | -$143M | |
| 4 |
WP
Wedgewood Partners
St Louis,
Missouri
|
-$105M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$95M |