Charles Schwab
SCHW
SCHW
1,867 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 762 increasing their positions, 681 reducing their positions, and 147 closing their positions.
New
Increased
Maintained
Reduced
Closed
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: $ → $
more funds holding
Funds holding: →
1.62% less ownership
Funds ownership: 85.83% → 84.2% (-1.6%)
10% less funds holding in top 10
Funds holding in top 10: 88 → 79 (-9)
31% less call options, than puts
Call options by funds: $1.68B | Put options by funds: $2.44B
Holders
1,867
Holding in Top 10
79
Calls
$1.68B
Puts
$2.44B
Top Buyers
| 1 | +$661M | |
| 2 | +$300M | |
| 3 | +$287M | |
| 4 |
Millennium Management
New York
|
+$263M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$254M |
Top Sellers
| 1 | -$1.75B | |
| 2 | -$456M | |
| 3 | -$370M | |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
-$196M |
| 5 |
JP Morgan Chase
New York
|
-$188M |