Charles Schwab
SCHW
SCHW
1,863 hedge funds and large institutions have $105B invested in Charles Schwab in 2023 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 758 increasing their positions, 638 reducing their positions, and 120 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+137
Holders Change %
+7.94%
% of All Funds
27.31%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.28%
New
283
Increased
758
Reduced
638
Closed
120
Calls
$2.42B
Puts
$2.26B
Net Calls
+$159M
Net Calls Change
+$311M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.87B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.19B |
| 3 |
JPMorgan Chase & Co
New York
|
+$605M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$563M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$247M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$285M |
| 2 |
D.E. Shaw & Co
New York
|
-$227M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$219M |
| 4 |
Renaissance Technologies
New York
|
-$184M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$170M |