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Charles Schwab
SCHW

Overview Fund Activity

1,096 hedge funds and large institutions have $45.6B invested in Charles Schwab in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 475 increasing their positions, 329 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+47
Holders Change %
+4.48%
% of All Funds
23.76%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.89%
New
141
Increased
475
Reduced
329
Closed
78
Calls
$179M
Puts
$174M
Net Calls
+$5.02M
Net Calls Change
-$66.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$292M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M
3
ClearBridge Investments
ClearBridge Investments
New York
+$123M
4
Renaissance Technologies
Renaissance Technologies
New York
+$122M
5
Deutsche Bank
Deutsche Bank
Germany
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MC
Maverick Capital
Texas
-$227M
3
Ameriprise
Ameriprise
Minnesota
-$226M
4
Sands Capital Management
Sands Capital Management
Virginia
-$154M
5
TP
Theleme Partners
United Kingdom
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
1126
Winton Group
United Kingdom
– -$283K -6,810 Closed
NFA
1127
Nuveen Fund Advisors
Illinois
– -$275K -6,623 Closed
GLA
1128
Good Life Advisors
Pennsylvania
– -$271K -6,531 Closed
IIC
1129
Integrated Investment Consultants
Michigan
– -$269K -6,469 Closed
BSPF
1130
British Steel Pension Fund
United Kingdom
– -$301K -6,116 Closed
YMRC
1131
Yorktown Management & Research Company
Virginia
– -$245K -5,900 Closed
SS
1132
Simplicity Solutions
Minnesota
– -$235K -5,669 Closed
BFM
1133
Boothbay Fund Management
New York
– -$223K -5,363 Closed
CCM
1134
Compton Capital Management
Rhode Island
– -$219K -5,266 Closed
1WA
1135
180 Wealth Advisors
Washington
– -$254K -5,163 Closed
AWM
1136
Altium Wealth Management
New York
– -$212K -5,113 Closed
MAM
1137
Mark Asset Management
New York
– -$207K -4,982 Closed
JA
1138
JOYN Advisors
Georgia
– -$167K -4,024 Closed
ACA
1139
Atlas Capital Advisors
Wyoming
– -$142K -3,420 Closed
KCM
1140
Karp Capital Management
California
– -$130K -3,142 Closed
CC
1141
Claybrook Capital
Massachusetts
– -$108K -2,594 Closed
WDL
1142
Well Done LLC
Michigan
– -$108K -2,594 Closed
KF
1143
Krilogy Financial
Missouri
– -$105K -2,536 Closed
CA
1144
Claro Advisors
Massachusetts
– -$112K -2,279 Closed
LFASL
1145
Lugano Financial Advisors SA (LFA)
Switzerland
– -$111K -2,263 Closed
WANY
1146
Wealthspire Advisors (New York)
New York
– -$75K -1,810 Closed
CG
1147
Cutler Group
California
– -$67K -1,626 Closed
LNB
1148
Ledyard National Bank
– -$54K -1,295 Closed
TAIM
1149
TD Ameritrade Investment Management
Nebraska
– -$42K -1,000 Closed
HT
1150
Heritage Trust
Oklahoma
– -$33K -800 Closed
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