Charles Schwab
SCHW
SCHW
862 hedge funds and large institutions have $41.3B invested in Charles Schwab in 2016 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 279 increasing their positions, 315 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
11% more funds holding
Funds holding: 780 → 862 (+82)
0.85% more ownership
Funds ownership: 77.95% → 78.8% (+0.85%)
11% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 315
Holders
862
Holding in Top 10
65
Calls
$489M
Puts
$314M
Top Buyers
| 1 | +$697M | |
| 2 | +$438M | |
| 3 | +$331M | |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$318M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$242M |
Top Sellers
| 1 | -$605M | |
| 2 | -$293M | |
| 3 | -$204M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$204M |
| 5 |
SA
SPO Advisory
San Anselmo,
California
|
-$198M |