Charles Schwab
SCHW
609 hedge funds and large institutions have $25.8B invested in Charles Schwab in 2013 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 248 reducing their positions, and 40 closing their positions.
125% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 40
68% more call options, than puts
Call options by funds: $161M | Put options by funds: $96M
26% more funds holding in top 10
Funds holding in top 10: 23 → 29 (+6)
22% more capital invested
Capital invested by funds: $21.2B → $25.8B (+$4.64B)
9% more funds holding
Funds holding: 561 → 609 (+48)
0.87% less ownership
Funds ownership: 77.88% → 77.01% (-0.87%)
22% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 248
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
+$585M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$227M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$204M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$107M |
| 5 |
State Street
Boston,
Massachusetts
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$219M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$169M |
| 3 |
JP Morgan Chase
New York
|
-$135M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$131M |
| 5 |
WP
Wedgewood Partners
St Louis,
Missouri
|
-$105M |
SCHW Hedge Fund Activity: Q4 2013 in Review
609 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2013, worth a combined $25.8B — up 22% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SCHW positions and 40 closed out — a net gain of 50 holders — while 194 added to existing stakes and 248 trimmed.
The largest buyer was Sands Capital Management, adding an estimated $585M. The largest seller was OppenheimerFunds, cutting an estimated $219M.
- 609 institutional investors held Charles Schwab (SCHW) as of Q4 2013, up from 561 in Q3 2013.
- Funds reported $25.8B of Charles Schwab stock for Q4 2013, up 22% quarter-over-quarter.
- 90 funds opened new Charles Schwab positions in Q4 2013 and 40 closed out, a net change of +50 holders.
- The largest Charles Schwab buyer in Q4 2013 was Sands Capital Management, an estimated $585M added.
- The largest Charles Schwab seller in Q4 2013 was OppenheimerFunds, an estimated $219M sold.
Based on aggregated 13F filings for Q4 2013.