Charles Schwab
SCHW
1,077 hedge funds and large institutions have $37.5B invested in Charles Schwab in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 396 increasing their positions, 424 reducing their positions, and 98 closing their positions.
16% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 98
1% more funds holding
Funds holding: 1,071 → 1,077 (+6)
1% more capital invested
Capital invested by funds: $37.3B → $37.5B (+$205M)
0.22% more ownership
Funds ownership: 86.21% → 86.42% (+0.22%)
7% less repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 424
21% less funds holding in top 10
Funds holding in top 10: 33 → 26 (-7)
34% less call options, than puts
Call options by funds: $178M | Put options by funds: $270M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$450M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$135M |
| 3 |
GA
Greenhaven Associates
Purchase,
New York
|
+$131M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$117M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$347M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$268M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$210M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$193M |
| 5 |
Janus Henderson Group
London,
|
-$147M |
SCHW Hedge Fund Activity: Q2 2020 in Review
1,077 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2020, worth a combined $37.5B — up 0.55% from $37.3B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new SCHW positions and 98 closed out — a net gain of 16 holders — while 396 added to existing stakes and 424 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $450M. The largest seller was ClearBridge Investments, cutting an estimated $347M.
- 1,077 institutional investors held Charles Schwab (SCHW) as of Q2 2020, up from 1,071 in Q1 2020.
- Funds reported $37.5B of Charles Schwab stock for Q2 2020, up 0.55% quarter-over-quarter.
- 114 funds opened new Charles Schwab positions in Q2 2020 and 98 closed out, a net change of +16 holders.
- The largest Charles Schwab buyer in Q2 2020 was Wellington Management Group, an estimated $450M added.
- The largest Charles Schwab seller in Q2 2020 was ClearBridge Investments, an estimated $347M sold.
Based on aggregated 13F filings for Q2 2020.