Charles Schwab
SCHW
SCHW
620 hedge funds and large institutions have $27.2B invested in Charles Schwab in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 222 increasing their positions, 256 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
2% more funds holding
Funds holding: 607 → 620 (+13)
0.21% less ownership
Funds ownership: 76.97% → 76.77% (-0.21%)
13% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 256
Holders
620
Holding in Top 10
36
Calls
$169M
Puts
$40.1M
Top Buyers
| 1 | +$456M | |
| 2 | +$136M | |
| 3 | +$135M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$96M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$74.3M |
Top Sellers
| 1 | -$319M | |
| 2 | -$103M | |
| 3 | -$101M | |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$91.1M |
| 5 |
Primecap Management
Pasadena,
California
|
-$80.8M |