Charles Schwab
SCHW
SCHW
1,307 hedge funds and large institutions have $84.9B invested in Charles Schwab in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 444 increasing their positions, 493 reducing their positions, and 70 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 in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
0.55% less ownership
Funds ownership: 72.9% → 72.35% (-0.55%)
10% less repeat investments, than reductions
Existing positions increased: 444 | Existing positions reduced: 493
10% less call options, than puts
Call options by funds: $496M | Put options by funds: $552M
Holders
1,307
Holding in Top 10
79
Calls
$496M
Puts
$552M
Top Buyers
| 1 | +$457M | |
| 2 | +$349M | |
| 3 | +$322M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$291M |
| 5 |
JP Morgan Chase
New York
|
+$241M |
Top Sellers
| 1 | -$626M | |
| 2 | -$475M | |
| 3 | -$322M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$263M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$197M |