Charles Schwab
SCHW
SCHW
1,485 hedge funds and large institutions have $84B invested in Charles Schwab in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 643 increasing their positions, 509 reducing their positions, and 180 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
17% less funds holding in top 10
Funds holding in top 10: 88 → 73 (-15)
25% less capital invested
Capital invested by funds: $112B → $84B (-$28.4B)
31% less first-time investments, than exits
New positions opened: 125 | Existing positions closed: 180
Holders
1,485
Holding in Top 10
73
Calls
$640M
Puts
$640M
Top Buyers
| 1 | +$602M | |
| 2 | +$469M | |
| 3 | +$434M | |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$332M |
| 5 |
Two Sigma Investments
New York
|
+$185M |
Top Sellers
| 1 | -$1.12B | |
| 2 | -$462M | |
| 3 | -$447M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$415M |
| 5 |
JP Morgan Chase
New York
|
-$382M |