Charles Schwab
SCHW
1,172 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 78 closing their positions.
164% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 78
26% more funds holding in top 10
Funds holding in top 10: 38 → 48 (+10)
17% more capital invested
Capital invested by funds: $42.7B → $50.1B (+$7.38B)
10% more funds holding
Funds holding: 1,061 → 1,172 (+111)
3.84% more ownership
Funds ownership: 78.27% → 82.1% (+3.8%)
2% more call options, than puts
Call options by funds: $341M | Put options by funds: $334M
15% less repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 452
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$404M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$259M |
| 3 |
BlackRock
New York
|
+$250M |
| 4 |
JP Morgan Chase
New York
|
+$228M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$442M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$238M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$159M |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
-$141M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$106M |
SCHW Hedge Fund Activity: Q4 2019 in Review
1,172 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2019, worth a combined $50.1B — up 17% from $42.7B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new SCHW positions and 78 closed out — a net gain of 128 holders — while 384 added to existing stakes and 452 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $404M. The largest seller was T. Rowe Price Associates, cutting an estimated $442M.
- 1,172 institutional investors held Charles Schwab (SCHW) as of Q4 2019, up from 1,061 in Q3 2019.
- Funds reported $50.1B of Charles Schwab stock for Q4 2019, up 17% quarter-over-quarter.
- 206 funds opened new Charles Schwab positions in Q4 2019 and 78 closed out, a net change of +128 holders.
- The largest Charles Schwab buyer in Q4 2019 was Massachusetts Financial Services, an estimated $404M added.
- The largest Charles Schwab seller in Q4 2019 was T. Rowe Price Associates, an estimated $442M sold.
Based on aggregated 13F filings for Q4 2019.