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Charter Communications

785 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 824785 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
785
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.34%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
326
Simplicity Wealth
New Jersey
$1.28M -$46.7K -171 -4%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$1.27M +$77K +282 +8%
AssetMark Inc
328
AssetMark Inc
California
$1.26M +$125K +457 +12%
Neuberger Berman Group
329
Neuberger Berman Group
New York
$1.24M +$163K +596 +17%
MGP
330
Metis Global Partners
California
$1.24M +$5.46K +20 +0.5%
CGH
331
Crossmark Global Holdings
Texas
$1.22M -$43.4K -159 -4%
RJFSA
332
Raymond James Financial Services Advisors
Florida
$1.21M +$8.19K +30 +0.7%
BMSSC
333
B. Metzler seel. Sohn & Co
Germany
$1.2M +$25.1K +92 +2%
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$1.19M +$29.2K +107 +3%
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
$1.19M -$505K -1,849 -32%
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$1.18M -$20.5K -75 -2%
ET
337
Entropy Technologies
New York
$1.15M -$4.67M -17,105 -82%
EOJOAM
338
E. Ohman J:or Asset Management
Sweden
$1.14M
AIMCA
339
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.14M +$54.6K +200 +6%
IC
340
IEQ Capital
California
$1.14M -$182K -668 -15%
VF
341
Virtu Financial
New York
$1.13M +$1.03M +3,787 New
GJCM
342
Grand Jean Capital Management
California
$1.13M -$27.3K -100 -3%
WCM
343
Weik Capital Management
Pennsylvania
$1.1M +$1M +3,678 New
PWM
344
Perigon Wealth Management
California
$1.1M +$36.8K +135 +4%
EF
345
Empirical Finance
Pennsylvania
$1.09M -$118K -434 -11%
Osaic Holdings
346
Osaic Holdings
Arizona
$1.08M +$157K +575 +19%
OTPPB
347
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.06M -$619K -2,269 -39%
AFCM
348
Applied Finance Capital Management
Puerto Rico
$1.06M +$966K +3,539 New
GI
349
GAMCO Investors
Connecticut
$1.05M -$54.6K -200 -5%
SA
350
Sanctuary Advisors
Indiana
$1.03M +$1.11M +4,054 New

CHTR Hedge Fund Activity: Q2 2024 in Review

785 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 785 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 824 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.