Charles Schwab
SCHW
SCHW
1,015 hedge funds and large institutions have $55.8B invested in Charles Schwab in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 365 increasing their positions, 349 reducing their positions, and 56 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
5% more repeat investments, than reductions
Existing positions increased: 365 | Existing positions reduced: 349
1% more call options, than puts
Call options by funds: $298M | Put options by funds: $295M
0.75% more ownership
Funds ownership: 80.35% → 81.09% (+0.75%)
Holders
1,015
Holding in Top 10
65
Calls
$298M
Puts
$295M
Top Buyers
| 1 | +$889M | |
| 2 | +$203M | |
| 3 | +$162M | |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
+$111M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$102M |
Top Sellers
| 1 | -$203M | |
| 2 | -$148M | |
| 3 | -$115M | |
| 4 |
JP Morgan Chase
New York
|
-$102M |
| 5 |
State Street
Boston,
Massachusetts
|
-$100M |