Charles Schwab
SCHW
SCHW
1,730 hedge funds and large institutions have $80.4B invested in Charles Schwab in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 743 increasing their positions, 630 reducing their positions, and 157 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less call options, than puts
Call options by funds: $ | Put options by funds: $
8% less first-time investments, than exits
New positions opened: 144 | Existing positions closed: 157
2% less funds holding
Funds holding: 1,767 → 1,730 (-37)
15% less funds holding in top 10
Funds holding in top 10: 68 → 58 (-10)
Holders
1,730
Holding in Top 10
58
Calls
$1.71B
Puts
$1.86B
Top Buyers
| 1 | +$920M | |
| 2 | +$470M | |
| 3 | +$374M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$279M |
| 5 |
VanEck Associates
New York
|
+$184M |
Top Sellers
| 1 | -$448M | |
| 2 | -$393M | |
| 3 | -$389M | |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$366M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$261M |