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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 %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$7.27M +$7.27M +342,312 New
FMT
177
First Mercantile Trust
Tennessee
$7.07M +$7.07M +333,200 New
Aviva
178
Aviva
United Kingdom
$6.89M +$6.89M +324,538 New
SLF
179
Sun Life Financial
Ontario, Canada
$6.81M +$6.81M +320,836 New
MLL
180
Moody Lynn & Lieberson
Massachusetts
$6.7M +$6.7M +315,605 New
EA
181
Euclid Advisors
Connecticut
$6.7M +$6.7M +315,393 New
ASRS
182
Arizona State Retirement System
Arizona
$6.68M +$6.68M +314,682 New
ERIM
183
Eagle Ridge Investment Management
Connecticut
$6.65M +$6.65M +313,422 New
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$6.51M +$6.51M +306,615 New
EIM
185
ExxonMobil Investment Management
Texas
$6.49M +$6.49M +305,880 New
OCM
186
Olstein Capital Management
New York
$6.35M +$6.35M +299,000 New
ACI
187
AMP Capital Investors
Australia
$6.26M +$6.26M +298,911 New
KS
188
Karpas Strategies
Connecticut
$6.24M +$6.24M +294,105 New
USAA
189
United Services Automobile Association
Texas
$6.19M +$6.19M +291,557 New
SAM
190
Shell Asset Management
Netherlands
$6.12M +$6.12M +288,366 New
Grantham, Mayo, Van Otterloo & Co (GMO)
191
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.05M +$6.05M +285,000 New
ANI
192
American National Insurance
Texas
$6.05M +$6.05M +285,000 New
CHA
193
Cedar Hill Associates
Illinois
$5.99M +$5.99M +282,300 New
GIP
194
Granite Investment Partners
California
$5.91M +$5.91M +278,345 New
LBG
195
Lloyds Banking Group
United Kingdom
$5.83M +$5.83M +274,625 New
VW
196
Vantage Wealth
California
$5.6M +$5.6M +263,570 New
CCP
197
Clarkston Capital Partners
Michigan
$5.55M +$5.55M +261,404 New
OTPPB
198
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.54M +$5.54M +261,141 New
IG
199
ING Group
Netherlands
$5.52M +$5.52M +260,300 New
Royal London Asset Management
200
Royal London Asset Management
United Kingdom
$5.36M +$5.36M +256,211 New
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