Charles Schwab
SCHW
1,049 hedge funds and large institutions have $40.6B invested in Charles Schwab in 2020 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 385 increasing their positions, 406 reducing their positions, and 120 closing their positions.
35% more funds holding in top 10
Funds holding in top 10: 26 → 35 (+9)
8% more capital invested
Capital invested by funds: $37.5B → $40.6B (+$3.05B)
0.68% more ownership
Funds ownership: 86.44% → 87.12% (+0.68%)
5% less repeat investments, than reductions
Existing positions increased: 385 | Existing positions reduced: 406
3% less funds holding
Funds holding: 1,077 → 1,049 (-28)
16% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 120
32% less call options, than puts
Call options by funds: $220M | Put options by funds: $322M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$375M |
| 2 |
Lazard Asset Management
New York
|
+$202M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$175M |
| 4 |
BlackRock
New York
|
+$146M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$216M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$186M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$112M |
| 4 |
Renaissance Technologies
New York
|
-$95.9M |
| 5 |
Goldman Sachs
New York
|
-$91.9M |
SCHW Hedge Fund Activity: Q3 2020 in Review
1,049 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q3 2020, worth a combined $40.6B — up 8.1% from $37.5B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of SCHW and 101 opened new positions — a net loss of 19 holders — while 406 trimmed existing stakes and 385 added.
The largest buyer was Wellington Management Group, adding an estimated $375M. The largest seller was Sands Capital Management, exiting entirely with an estimated $216M sold.
- 1,049 institutional investors held Charles Schwab (SCHW) as of Q3 2020, down from 1,077 in Q2 2020.
- Funds reported $40.6B of Charles Schwab stock for Q3 2020, up 8.1% quarter-over-quarter.
- 101 funds opened new Charles Schwab positions in Q3 2020 and 120 closed out, a net change of -19 holders.
- The largest Charles Schwab buyer in Q3 2020 was Wellington Management Group, an estimated $375M added.
- The largest Charles Schwab seller in Q3 2020 was Sands Capital Management, an estimated $216M sold.
Based on aggregated 13F filings for Q3 2020.