Charles Schwab
SCHW
SCHW
1,069 hedge funds and large institutions have $53.5B invested in Charles Schwab in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 448 increasing their positions, 368 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
0.83% less ownership
Funds ownership: 81.34% → 80.51% (-0.83%)
5% less capital invested
Capital invested by funds: $56B → $53.5B (-$2.56B)
15% less funds holding in top 10
Funds holding in top 10: 53 → 45 (-8)
Holders
1,069
Holding in Top 10
45
Calls
$307M
Puts
$287M
Top Buyers
| 1 | +$366M | |
| 2 | +$231M | |
| 3 | +$115M | |
| 4 |
BlackRock
New York
|
+$107M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$93.3M |
Top Sellers
| 1 | -$1.27B | |
| 2 | -$205M | |
| 3 | -$118M | |
| 4 |
JPMorgan Chase & Co
New York
|
-$114M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$82.1M |