Charles Schwab
SCHW
1,502 hedge funds and large institutions have $113B invested in Charles Schwab in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 562 increasing their positions, 490 reducing their positions, and 67 closing their positions.
255% more first-time investments, than exits
New positions opened: 238 | Existing positions closed: 67
21% more funds holding in top 10
Funds holding in top 10: 67 → 81 (+14)
18% more capital invested
Capital invested by funds: $95.3B → $113B (+$17.6B)
15% more repeat investments, than reductions
Existing positions increased: 562 | Existing positions reduced: 490
12% more funds holding
Funds holding: 1,346 → 1,502 (+156)
1.87% more ownership
Funds ownership: 72.39% → 74.26% (+1.9%)
5% less call options, than puts
Call options by funds: $977M | Put options by funds: $1.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$983M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$607M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$388M |
| 4 |
State Street
Boston,
Massachusetts
|
+$348M |
| 5 |
Barclays
London,
United Kingdom
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$373M |
| 2 |
BlackRock
New York
|
-$232M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$154M |
| 4 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$133M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$115M |
SCHW Hedge Fund Activity: Q4 2021 in Review
1,502 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q4 2021, worth a combined $113B — up 18% from $95.3B a quarter earlier.
Buyers outnumbered sellers: 238 funds opened new SCHW positions and 67 closed out — a net gain of 171 holders — while 562 added to existing stakes and 490 trimmed.
The largest buyer was DZ Bank, adding an estimated $983M. The largest seller was Diamond Hill Capital Management, exiting entirely with an estimated $373M sold.
- 1,502 institutional investors held Charles Schwab (SCHW) as of Q4 2021, up from 1,346 in Q3 2021.
- Funds reported $113B of Charles Schwab stock for Q4 2021, up 18% quarter-over-quarter.
- 238 funds opened new Charles Schwab positions in Q4 2021 and 67 closed out, a net change of +171 holders.
- The largest Charles Schwab buyer in Q4 2021 was DZ Bank, an estimated $983M added.
- The largest Charles Schwab seller in Q4 2021 was Diamond Hill Capital Management, an estimated $373M sold.
Based on aggregated 13F filings for Q4 2021.