Charles Schwab
SCHW
1,488 hedge funds and large institutions have $84.2B invested in Charles Schwab in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 644 increasing their positions, 509 reducing their positions, and 178 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 644 | Existing positions reduced: 509
1% more capital inflows, than outflows
Capital inflows: $6.21B | Capital outflows: $6.15B
1% more call options, than puts
Call options by funds: $636M | Put options by funds: $629M
0.35% less ownership
Funds ownership: 73.73% → 73.38% (-0.35%)
5% less funds holding
Funds holding: 1,563 → 1,488 (-75)
17% less funds holding in top 10
Funds holding in top 10: 88 → 73 (-15)
30% less first-time investments, than exits
New positions opened: 125 | Existing positions closed: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Putnam Investments
Boston,
Massachusetts
|
+$602M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$469M |
| 3 |
Morgan Stanley
New York
|
+$434M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$332M |
| 5 |
Two Sigma Investments
New York
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.12B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$462M |
| 3 |
Primecap Management
Pasadena,
California
|
-$447M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$415M |
| 5 |
JP Morgan Chase
New York
|
-$382M |
SCHW Hedge Fund Activity: Q2 2022 in Review
1,488 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2022, worth a combined $84.2B — down 25% from $113B a quarter earlier.
Sellers outnumbered buyers: 178 funds closed out of SCHW and 125 opened new positions — a net loss of 53 holders — while 509 trimmed existing stakes and 644 added.
The largest buyer was Putnam Investments, adding an estimated $602M. The largest seller was Capital Research Global Investors, cutting an estimated $1.12B.
- 1,488 institutional investors held Charles Schwab (SCHW) as of Q2 2022, down from 1,563 in Q1 2022.
- Funds reported $84.2B of Charles Schwab stock for Q2 2022, down 25% quarter-over-quarter.
- 125 funds opened new Charles Schwab positions in Q2 2022 and 178 closed out, a net change of -53 holders.
- The largest Charles Schwab buyer in Q2 2022 was Putnam Investments, an estimated $602M added.
- The largest Charles Schwab seller in Q2 2022 was Capital Research Global Investors, an estimated $1.12B sold.
Based on aggregated 13F filings for Q2 2022.