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Charles Schwab

1,168 hedge funds and large institutions have $50.1B invested in Charles Schwab in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 384 increasing their positions, 451 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: $ → $

more funds holding

Funds holding:

3.84% more ownership

Funds ownership: 78.2%82.04% (+3.8%)

2% more call options, than puts

Call options by funds: $341M | Put options by funds: $334M

15% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 451

Holders
1,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341M
Puts
$334M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$4.58B
2
$4.23B
3
$4.13B
4
$2.37B
5
$2.11B
6
$1.43B
7
$1.41B
8
$1.17B
9
$772M
10
$754M
11
$752M
12
$732M
13
$699M
14
$696M
15
$683M
16
$637M
17
$560M
18
$560M
19
$545M
20
$520M
21
$499M
22
$457M
23
$454M
24
$451M
25
$438M