Charles Schwab
SCHW
SCHW
1,335 hedge funds and large institutions have $95.4B invested in Charles Schwab in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 500 increasing their positions, 483 reducing their positions, and 84 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.33% more ownership
Funds ownership: 72.3% → 72.63% (+0.33%)
15% less call options, than puts
Call options by funds: $592M | Put options by funds: $699M
19% less funds holding in top 10
Funds holding in top 10: 78 → 63 (-15)
Holders
1,335
Holding in Top 10
63
Calls
$592M
Puts
$699M
Top Buyers
| 1 | +$459M | |
| 2 | +$340M | |
| 3 | +$278M | |
| 4 |
JP Morgan Chase
New York
|
+$263M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$202M |
Top Sellers
| 1 | -$283M | |
| 2 | -$249M | |
| 3 | -$222M | |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$218M |
| 5 |
Millennium Management
New York
|
-$174M |