Charles Schwab
SCHW
SCHW
1,864 hedge funds and large institutions have $105B invested in Charles Schwab in 2023 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 758 increasing their positions, 639 reducing their positions, and 120 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
8% more funds holding
Funds holding: 1,727 → 1,864 (+137)
3.02% more ownership
Funds ownership: 82.75% → 85.77% (+3%)
7% more call options, than puts
Call options by funds: $2.42B | Put options by funds: $2.26B
Holders
1,864
Holding in Top 10
87
Calls
$2.42B
Puts
$2.26B
Top Buyers
| 1 | +$1.87B | |
| 2 | +$1.19B | |
| 3 | +$605M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$563M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$247M |
Top Sellers
| 1 | -$285M | |
| 2 | -$227M | |
| 3 | -$219M | |
| 4 |
Renaissance Technologies
New York
|
-$184M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$170M |