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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$161M +$160M +3,747,581 +33,062%
HMP
52
HS Management Partners
New York
$158M +$7.25M +169,442 +5%
Allianz Asset Management
53
Allianz Asset Management
Germany
$151M -$25.3M -591,995 -14%
BRIM
54
Broad Run Investment Management
Virginia
$149M -$20.1M -470,159 -12%
Morgan Stanley
55
Morgan Stanley
New York
$148M +$5.09M +118,931 +4%
BWA
56
Brave Warrior Advisors
New York
$148M -$108M -2,529,765 -42%
Macquarie Group
57
Macquarie Group
Australia
$145M -$6.77M -158,247 -4%
EC
58
Eminence Capital
New York
$139M +$58.8M +1,373,980 +74%
Millennium Management
59
Millennium Management
New York
$139M +$75.2M +1,758,294 +119%
WCM Investment Management
60
WCM Investment Management
California
$132M +$66.4M +1,553,184 +102%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$127M +$10.7M +249,115 +9%
SA
62
SQ Advisors
Florida
$126M -$141M -3,289,125 -53%
Renaissance Technologies
63
Renaissance Technologies
New York
$122M +$122M +2,856,300 New
American Century Companies
64
American Century Companies
Missouri
$119M +$45.5M +1,064,417 +62%
PPA
65
Parametric Portfolio Associates
Washington
$119M +$8.03M +187,814 +7%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$113M -$1.18M -27,527 -1%
TFP
67
Triple Frond Partners
California
$112M – – –
Russell Investments Group
68
Russell Investments Group
United Kingdom
$107M +$27.2M +636,097 +34%
Citadel Advisors
69
Citadel Advisors
Florida
$104M +$50.4M +1,179,775 +94%
O
70
OppenheimerFunds
New York
$104M +$1.07M +25,059 +1%
TA
71
Teachers Advisors
New York
$100M -$928K -21,703 -0.9%
MC
72
Maverick Capital
Texas
$99.4M -$227M -5,298,303 -70%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$92.8M -$9.94M -232,372 -10%
TG
74
TCW Group
California
$92.8M +$3.2M +74,917 +4%
Barclays
75
Barclays
United Kingdom
$91.6M +$47.8M +1,118,543 +109%
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