Charles Schwab
SCHW
900 hedge funds and large institutions have $46.1B invested in Charles Schwab in 2017 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 393 increasing their positions, 287 reducing their positions, and 71 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 287
13% more call options, than puts
Call options by funds: $211M | Put options by funds: $187M
10% more funds holding in top 10
Funds holding in top 10: 50 → 55 (+5)
7% more capital invested
Capital invested by funds: $43.3B → $46.1B (+$2.83B)
8% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 71
0.8% more ownership
Funds ownership: 79.47% → 80.27% (+0.8%)
0% less funds holding
Funds holding: 903 → 900 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$449M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$355M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$164M |
| 4 |
Edgewood Management
Greenwich,
Connecticut
|
+$148M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$432M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$313M |
| 3 |
Lazard Asset Management
New York
|
-$263M |
| 4 |
SIG
Senator Investment Group
New York
|
-$122M |
| 5 |
SA
SPO Advisory
San Anselmo,
California
|
-$78.5M |
SCHW Hedge Fund Activity: Q2 2017 in Review
900 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2017, worth a combined $46.1B — up 6.5% from $43.3B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SCHW positions and 71 closed out — a net gain of 6 holders — while 393 added to existing stakes and 287 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $449M. The largest seller was Viking Global Investors, exiting entirely with an estimated $432M sold.
- 900 institutional investors held Charles Schwab (SCHW) as of Q2 2017, down from 903 in Q1 2017.
- Funds reported $46.1B of Charles Schwab stock for Q2 2017, up 6.5% quarter-over-quarter.
- 77 funds opened new Charles Schwab positions in Q2 2017 and 71 closed out, a net change of +6 holders.
- The largest Charles Schwab buyer in Q2 2017 was Capital Research Global Investors, an estimated $449M added.
- The largest Charles Schwab seller in Q2 2017 was Viking Global Investors, an estimated $432M sold.
Based on aggregated 13F filings for Q2 2017.