SCHW icon

Charles Schwab

901 hedge funds and large institutions have $43.2B invested in Charles Schwab in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 319 increasing their positions, 347 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+40
Holders Change %
+4.65%
% of All Funds
22.46%
Holding in Top 10
49
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-24.62%
% of All Funds
1.22%
New
115
Increased
319
Reduced
347
Closed
64
Calls
$328M
Puts
$264M
Net Calls
+$63.2M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$154M -$7.13M -174,821 -4%
Charles Schwab
52
Charles Schwab
California
$149M +$8.36M +204,779 +6%
WP
53
Wedgewood Partners
Missouri
$148M -$36.6M -896,108 -20%
American Century Companies
54
American Century Companies
Missouri
$141M +$3.12M +76,553 +2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$141M +$1.61M +39,330 +1%
APG Asset Management
56
APG Asset Management
Netherlands
$135M -$30.6M -751,018 -18%
UBS AM
57
UBS AM
Illinois
$132M +$14.2M +348,865 +12%
Allianz Asset Management
58
Allianz Asset Management
Germany
$131M +$66.9M +1,640,094 +104%
ROIC
59
Route One Investment Company
California
$127M +$60.2M +1,475,000 +91%
Deutsche Bank
60
Deutsche Bank
Germany
$127M -$28.4M -695,121 -18%
Macquarie Group
61
Macquarie Group
Australia
$126M +$33.7M +825,972 +36%
SIG
62
Senator Investment Group
New York
$122M +$122M +3,000,000 New
TA
63
Teachers Advisors
New York
$121M +$46.8M +1,147,025 +64%
TG
64
TCW Group
California
$115M -$25.5M -624,952 -18%
AAMU
65
Amundi Asset Management US
Massachusetts
$109M -$1.68M -41,081 -2%
Principal Financial Group
66
Principal Financial Group
Iowa
$108M +$4.23M +103,753 +4%
Westfield Capital Management
67
Westfield Capital Management
Massachusetts
$103M +$42.4M +1,038,361 +70%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$102M +$5.35M +131,030 +6%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$100M +$22.4M +549,900 +29%
NC
70
Nicholas Company
Wisconsin
$97.4M -$3.75M -91,990 -4%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$97.1M +$9.75K +239 +0%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$95.5M -$1.35M -33,000 -1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$95.3M -$4.33M -106,200 -4%
PTC
74
Provident Trust Company
Wisconsin
$88.9M +$579K +14,185 +0.7%
PPA
75
Parametric Portfolio Associates
Washington
$86.6M -$11M -269,317 -11%