Charles Schwab
SCHW
SCHW
1,882 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 687 increasing their positions, 786 reducing their positions, and 113 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 funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.01% less ownership
Funds ownership: 84.2% → 84.19% (-0.01%)
13% less repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 786
25% less call options, than puts
Call options by funds: $1.53B | Put options by funds: $2.05B
Holders
1,882
Holding in Top 10
79
Calls
$1.53B
Puts
$2.05B
Top Buyers
| 1 | +$977M | |
| 2 | +$952M | |
| 3 | +$233M | |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$200M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$187M |
Top Sellers
| 1 | -$280M | |
| 2 | -$240M | |
| 3 | -$214M | |
| 4 |
VanEck Associates
New York
|
-$213M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$148M |