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Charles Schwab
SCHW

Overview Fund Activity

533 hedge funds and large institutions have $21B invested in Charles Schwab in 2013 Q2 according to their latest regulatory filings, with 533 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+533
Holders Change %
–
% of All Funds
17.4%
Holding in Top 10
31
Holding in Top 10 Change
+31
Holding in Top 10 Change %
%
% of All Funds
1.01%
New
533
Increased
–
Reduced
–
Closed
–
Calls
$124M
Puts
$70.1M
Net Calls
+$54.2M
Net Calls Change
+$54.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SONJCPFA
151
State of New Jersey Common Pension Fund A
New Jersey
$9.98M +$9.98M +470,000 New
ILIM
152
Irish Life Investment Managers
Ireland
$9.97M +$9.97M +469,971 New
Ameriprise
153
Ameriprise
Minnesota
$9.84M +$9.84M +463,295 New
GT
154
Glenmede Trust
Pennsylvania
$9.65M +$9.65M +454,387 New
VOYA Investment Management
155
VOYA Investment Management
Georgia
$9.57M +$9.57M +450,661 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$9.31M +$9.31M +438,265 New
OCM
157
Otter Creek Management
Florida
$9.24M +$9.24M +435,000 New
CC
158
Curian Capital
Colorado
$8.7M +$8.7M +409,665 New
AIG
159
American International Group
New York
$8.7M +$8.7M +409,653 New
CBOA
160
Commonwealth Bank of Australia
Australia
$8.55M +$8.55M +402,605 New
TRSOTSOK
161
Teachers Retirement System of the State of Kentucky
Kentucky
$8.52M +$8.52M +401,446 New
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$8.27M +$8.27M +389,486 New
Public Sector Pension Investment Board (PSP Investments)
163
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.04M +$8.04M +378,742 New
TSU
164
TD Securities (USA)
New York
$7.97M +$7.97M +375,336 New
HighTower Advisors
165
HighTower Advisors
Illinois
$7.96M +$7.96M +375,159 New
FAF
166
Fjarde Ap-fonden
Sweden
$7.76M +$7.76M +365,470 New
EWM
167
Evercore Wealth Management
New York
$7.74M +$7.74M +364,392 New
Korea Investment Corp
168
Korea Investment Corp
South Korea
$7.73M +$7.73M +363,900 New
Nuveen Asset Management
169
Nuveen Asset Management
Illinois
$7.69M +$7.69M +362,091 New
CCMH
170
Cornerstone Capital Management Holdings
New York
$7.68M +$7.68M +361,922 New
AO
171
Allen Operations
New York
$7.56M +$7.56M +356,068 New
MC
172
MIG Capital
California
$7.5M +$7.5M +353,300 New
ProShare Advisors
173
ProShare Advisors
Maryland
$7.41M +$7.41M +348,785 New
HIMCH
174
Hartford Investment Management Co (HIMCO)
Connecticut
$7.35M +$7.35M +346,299 New
BCM
175
Boltwood Capital Management
California
$7.27M +$7.27M +342,350 New
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