Charles Schwab
SCHW
1,309 hedge funds and large institutions have $85B invested in Charles Schwab in 2021 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 446 increasing their positions, 493 reducing their positions, and 70 closing their positions.
164% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 70
22% more capital invested
Capital invested by funds: $69.4B → $85B (+$15.5B)
16% more funds holding in top 10
Funds holding in top 10: 68 → 79 (+11)
8% more funds holding
Funds holding: 1,207 → 1,309 (+102)
0.57% less ownership
Funds ownership: 72.9% → 72.34% (-0.57%)
10% less repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 493
10% less call options, than puts
Call options by funds: $496M | Put options by funds: $552M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$457M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$349M |
| 3 |
BlackRock
New York
|
+$322M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$291M |
| 5 |
JP Morgan Chase
New York
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$626M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$475M |
| 3 |
Lazard Asset Management
New York
|
-$322M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$263M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$197M |
SCHW Hedge Fund Activity: Q1 2021 in Review
1,309 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q1 2021, worth a combined $85B — up 22% from $69.4B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new SCHW positions and 70 closed out — a net gain of 115 holders — while 446 added to existing stakes and 493 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $457M. The largest seller was Generation Investment Management, cutting an estimated $626M.
- 1,309 institutional investors held Charles Schwab (SCHW) as of Q1 2021, up from 1,207 in Q4 2020.
- Funds reported $85B of Charles Schwab stock for Q1 2021, up 22% quarter-over-quarter.
- 185 funds opened new Charles Schwab positions in Q1 2021 and 70 closed out, a net change of +115 holders.
- The largest Charles Schwab buyer in Q1 2021 was Artisan Partners, an estimated $457M added.
- The largest Charles Schwab seller in Q1 2021 was Generation Investment Management, an estimated $626M sold.
Based on aggregated 13F filings for Q1 2021.