Charles Schwab
SCHW
SCHW
1,205 hedge funds and large institutions have $69.7B invested in Charles Schwab in 2020 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 529 increasing their positions, 318 reducing their positions, and 68 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:
15% more funds holding
Funds holding: 1,047 → 1,205 (+158)
14% less call options, than puts
Call options by funds: $589M | Put options by funds: $683M
14.18% less ownership
Funds ownership: 87.09% → 72.91% (-14%)
Holders
1,205
Holding in Top 10
68
Calls
$589M
Puts
$683M
Top Buyers
| 1 | +$1.86B | |
| 2 | +$1.13B | |
| 3 | +$770M | |
| 4 |
State Street
Boston,
Massachusetts
|
+$666M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$590M |
Top Sellers
| 1 | -$482M | |
| 2 | -$481M | |
| 3 | -$306M | |
| 4 |
D.E. Shaw & Co
New York
|
-$139M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$110M |