Charles Schwab
SCHW
1,772 hedge funds and large institutions have $82.9B invested in Charles Schwab in 2023 Q2 according to their latest regulatory filings, with 253 funds opening new positions, 801 increasing their positions, 559 reducing their positions, and 144 closing their positions.
76% more first-time investments, than exits
New positions opened: 253 | Existing positions closed: 144
43% more repeat investments, than reductions
Existing positions increased: 801 | Existing positions reduced: 559
31% more funds holding in top 10
Funds holding in top 10: 52 → 68 (+16)
7% more capital invested
Capital invested by funds: $77.4B → $82.9B (+$5.58B)
6% more funds holding
Funds holding: 1,671 → 1,772 (+101)
0.26% less ownership
Funds ownership: 82.99% → 82.73% (-0.26%)
13% less call options, than puts
Call options by funds: $1.73B | Put options by funds: $1.98B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$404M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$346M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$272M |
| 4 |
Lazard Asset Management
New York
|
+$214M |
| 5 |
Jane Street
New York
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$678M |
| 2 |
BlackRock
New York
|
-$507M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$493M |
| 4 |
D.E. Shaw & Co
New York
|
-$490M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$426M |
SCHW Hedge Fund Activity: Q2 2023 in Review
1,772 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2023, worth a combined $82.9B — up 7.2% from $77.4B a quarter earlier.
Buyers outnumbered sellers: 253 funds opened new SCHW positions and 144 closed out — a net gain of 109 holders — while 801 added to existing stakes and 559 trimmed.
The largest buyer was DZ Bank, adding an estimated $404M. The largest seller was Wellington Management Group, cutting an estimated $678M.
- 1,772 institutional investors held Charles Schwab (SCHW) as of Q2 2023, up from 1,671 in Q1 2023.
- Funds reported $82.9B of Charles Schwab stock for Q2 2023, up 7.2% quarter-over-quarter.
- 253 funds opened new Charles Schwab positions in Q2 2023 and 144 closed out, a net change of +109 holders.
- The largest Charles Schwab buyer in Q2 2023 was DZ Bank, an estimated $404M added.
- The largest Charles Schwab seller in Q2 2023 was Wellington Management Group, an estimated $678M sold.
Based on aggregated 13F filings for Q2 2023.