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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 %
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$54M -$6.79M -158,700 -11%
National Pension Service
102
National Pension Service
South Korea
$53.3M +$1.98M +46,292 +4%
Canada Life
103
Canada Life
Manitoba, Canada
$52.3M +$8.74M +204,937 +20%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$51.3M +$1.46M +34,220 +3%
Schroder Investment Management Group
105
Schroder Investment Management Group
United Kingdom
$50.2M +$15.3M +357,795 +44%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$48.6M -$3.49M -81,567 -7%
Prudential Financial
107
Prudential Financial
New Jersey
$47.3M -$9.04M -211,479 -16%
ECM
108
Ensemble Capital Management
California
$46.6M +$2.03M +47,375 +5%
ZCI
109
Zevenbergen Capital Investments
Washington
$46.6M -$25.9M -605,460 -36%
OA
110
Oak Associates
Ohio
$46.4M -$407K -9,521 -0.9%
MPI
111
Mairs & Power Inc
Minnesota
$46.3M +$5.21M +121,957 +13%
MG
112
Markel Group
Virginia
$45.2M – – –
CAM
113
Congress Asset Management
Massachusetts
$44.9M +$7.91M +184,940 +21%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$44.4M +$15.9K +371 +0%
Korea Investment Corp
115
Korea Investment Corp
South Korea
$44.3M +$1.48M +34,709 +3%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$44.2M +$2.9M +67,763 +7%
Boston Partners
117
Boston Partners
Massachusetts
$41.9M -$3.31M -77,434 -7%
Citigroup
118
Citigroup
New York
$41.6M +$7.9M +184,806 +23%
BHC
119
Bowen Hanes & Co
Florida
$41.1M +$1.77M +41,339 +4%
Arrowstreet Capital
120
Arrowstreet Capital
Massachusetts
$40.7M -$26.4M -617,316 -39%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$40.1M -$1.41M -32,865 -3%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$40M +$85.3K +1,997 +0.2%
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$39.7M +$18.3M +426,936 +85%
SIM
124
Sadoff Investment Management
Wisconsin
$39M -$11.4K -267 -0%
ACM
125
Atlanta Capital Management
Georgia
$38.9M +$654K +15,304 +2%
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5
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