Charles Schwab
SCHW
SCHW
1,515 hedge funds and large institutions have $97.9B invested in Charles Schwab in 2022 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 646 increasing their positions, 488 reducing their positions, and 105 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
11% more call options, than puts
Call options by funds: $923M | Put options by funds: $829M
2% more funds holding
Funds holding: 1,486 → 1,515 (+29)
1.75% more ownership
Funds ownership: 73.35% → 75.1% (+1.8%)
Holders
1,515
Holding in Top 10
111
Calls
$923M
Puts
$829M
Top Buyers
| 1 | +$1.37B | |
| 2 | +$1.15B | |
| 3 | +$1.07B | |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$194M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$187M |
Top Sellers
| 1 | -$866M | |
| 2 | -$418M | |
| 3 | -$310M | |
| 4 |
Goldman Sachs
New York
|
-$233M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$216M |