Charles Schwab
SCHW
SCHW
1,033 hedge funds and large institutions have $57.5B invested in Charles Schwab in 2018 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 416 reducing their positions, and 72 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
3% more capital invested
Capital invested by funds: $55.8B → $57.5B (+$1.66B)
0.65% more ownership
Funds ownership: 81.09% → 81.74% (+0.65%)
13% less repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 416
Holders
1,033
Holding in Top 10
66
Calls
$244M
Puts
$188M
Top Buyers
| 1 | +$951M | |
| 2 | +$408M | |
| 3 | +$299M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$295M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$162M |
Top Sellers
| 1 | -$330M | |
| 2 | -$180M | |
| 3 | -$158M | |
| 4 |
Primecap Management
Pasadena,
California
|
-$133M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$132M |