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Charles Schwab
SCHW

Overview Fund Activity

1,067 hedge funds and large institutions have $37.3B invested in Charles Schwab in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 403 increasing their positions, 432 reducing their positions, and 200 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-100
Holders Change %
-8.57%
% of All Funds
23.57%
Holding in Top 10
32
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.91%
% of All Funds
0.71%
New
114
Increased
403
Reduced
432
Closed
200
Calls
$172M
Puts
$178M
Net Calls
-$5.96M
Net Calls Change
-$13.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$801M
2
Goldman Sachs
Goldman Sachs
New York
+$399M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
BlackRock
BlackRock
New York
+$165M
5
Dodge & Cox
Dodge & Cox
California
+$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$167M
3
ClearBridge Investments
ClearBridge Investments
New York
-$157M
4
EIP
Epoch Investment Partners
New York
-$134M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
176
Millennium Management
New York
$16.4M -$25.5M -759,830 -61%
VOYA Investment Management
177
VOYA Investment Management
Georgia
$16.2M -$170K -5,066 -1%
IPGDR
178
Investidor Profissional Gestao de Recursos
Brazil
$16.1M -$1.78M -52,872 -10%
Royal London Asset Management
179
Royal London Asset Management
United Kingdom
$15.6M -$25.1K -731 -0.2%
AAM
180
Aureus Asset Management
Massachusetts
$15.5M +$480K +14,278 +3%
CAG
181
Crestwood Advisors Group
Massachusetts
$15.4M -$471K -13,999 -3%
HP
182
Hosking Partners
United Kingdom
$15.3M +$15.3M +454,227 New
Calamos Advisors
183
Calamos Advisors
Illinois
$15.2M +$10.3M +306,639 +209%
VDI
184
Vaughan David Investments
Illinois
$14.8M +$591K +17,572 +4%
ACM
185
Academy Capital Management
Texas
$14.6M -$396K -11,769 -3%
CFM
186
Coronation Fund Managers
South Africa
$14.6M +$14.6M +433,373 New
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$14.5M +$8.6M +255,873 +147%
AIG
188
American International Group
New York
$14.4M -$794K -23,612 -5%
CIM
189
Courant Investment Management
Tennessee
$14.4M -$1.34M -40,000 -9%
Ensign Peak Advisors
190
Ensign Peak Advisors
Utah
$14.3M +$2.02M +60,020 +16%
BIM
191
Bridges Investment Management
Nebraska
$14.3M +$1.84M +54,855 +15%
SCM
192
Stamina Capital Management
New York
$14.1M +$3.7M +110,000 +36%
TFP
193
Triple Frond Partners
California
$13.9M -$75.2M -2,237,700 -84%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$13.8M -$123K -3,665 -0.9%
CS
195
Central Securities
New York
$13.6M +$6.56M +195,000 +93%
Aviva
196
Aviva
United Kingdom
$13.6M -$50.8K -1,510 -0.4%
ERIM
197
Eagle Ridge Investment Management
Connecticut
$13.6M -$201K -5,992 -1%
SM
198
Soapstone Management
Maryland
$13.4M +$5.04M +150,000 +60%
Two Sigma Investments
199
Two Sigma Investments
New York
$13.3M +$12.1M +359,955 +1,007%
HCM
200
Horan Capital Management
Maryland
$13.2M -$105K -3,121 -0.8%
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