Charles Schwab
SCHW
SCHW
1,617 hedge funds and large institutions have $130B invested in Charles Schwab in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 648 increasing their positions, 541 reducing their positions, and 78 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
10.98% more ownership
Funds ownership: 75.06% → 86.04% (+11%)
7% more funds holding
Funds holding: 1,511 → 1,617 (+106)
1% less call options, than puts
Call options by funds: $1.19B | Put options by funds: $1.2B
Holders
1,617
Holding in Top 10
130
Calls
$1.19B
Puts
$1.2B
Top Buyers
| 1 | +$18.8B | |
| 2 | +$713M | |
| 3 | +$697M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$369M |
| 5 |
BlackRock
New York
|
+$325M |
Top Sellers
| 1 | -$989M | |
| 2 | -$911M | |
| 3 | -$366M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$310M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$257M |