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Charles Schwab

1,014 hedge funds and large institutions have $55.8B invested in Charles Schwab in 2017 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 364 increasing their positions, 349 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
+97
Holders Change %
+10.58%
% of All Funds
23.03%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.48%
New
158
Increased
364
Reduced
349
Closed
56
Calls
$298M
Puts
$295M
Net Calls
+$3.48M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
176
VOYA Investment Management
Georgia
$22.3M -$997K -19,411 -4%
SFM
177
Stack Financial Management
Montana
$22.3M -$355K -6,902 -2%
ERIM
178
Eagle Ridge Investment Management
Connecticut
$22.2M +$72.7K +1,416 +0.3%
AAM
179
Aureus Asset Management
Massachusetts
$21.9M +$440K +8,561 +2%
MCM
180
Maryland Capital Management
Maryland
$21.7M -$890K -17,335 -4%
BAPIM
181
British Airways Pensions Investment Management
United Kingdom
$21.3M -$16M -310,969 -43%
ECAM
182
East Coast Asset Management
Massachusetts
$21.2M -$954K -18,575 -4%
Wellington Management Group
183
Wellington Management Group
Massachusetts
$21.1M +$17.5M +341,345 +489%
ASRS
184
Arizona State Retirement System
Arizona
$21M +$588K +11,455 +3%
Victory Capital Management
185
Victory Capital Management
Texas
$20.8M -$725K -14,112 -3%
VanEck Associates
186
VanEck Associates
New York
$20.7M -$591K -11,514 -3%
DLA
187
Douglas Lane & Associates
New York
$20.7M -$156K -3,035 -0.7%
PPC
188
Park Presidio Capital
California
$20.5M +$20.5M +400,000 New
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$20.3M +$27K +525 +0.1%
CCM
190
Covington Capital Management
California
$20.1M +$284K +5,526 +1%
MWAC
191
Mariner Wealth Advisors (Cincinnati)
Ohio
$19.7M +$521K +10,152 +3%
GIBU
192
Gulf International Bank (UK)
United Kingdom
$19.6M
YL
193
YCG LLC
Texas
$19.6M -$381K -7,417 -2%
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$19.5M -$14.1K -275 -0.1%
Comerica Bank
195
Comerica Bank
Texas
$19.3M -$97.4K -1,759 -0.5%
WBC
196
Westpac Banking Corp
Australia
$19.2M +$5.67M +110,308 +42%
ERSOT
197
Employees Retirement System of Texas
Texas
$19M -$2.93M -57,000 -13%
MIM
198
MetLife Investment Management
New Jersey
$19M +$19M +369,159 New
Stifel Financial
199
Stifel Financial
Missouri
$18.8M +$786K +15,339 +4%
WAM
200
Winslow Asset Management
Ohio
$18.6M -$712K -13,855 -4%