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Charter Communications

862 hedge funds and large institutions have $35B invested in Charter Communications in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 281 increasing their positions, 307 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 80

5% more capital invested

Capital invested by funds: $33.3B → $35B (+$1.73B)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3% more funds holding

Funds holding: 834862 (+28)

0% less call options, than puts

Call options by funds: $843M | Put options by funds: $843M

0.29% less ownership

Funds ownership: 72.23%71.94% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 307

Holders
862
Holders Change
+28
Holders Change %
+3.36%
% of All Funds
11.35%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
120
Increased
281
Reduced
307
Closed
80
Calls
$843M
Puts
$843M
Net Calls
-$176K
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
351
Neuberger Berman Group
New York
$1.47M +$13K +36 +0.8%
DILIC
352
Dai-ichi Life Insurance Company
Japan
$1.45M +$542K +1,500 +55%
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$1.45M +$77.4K +214 +5%
WIM
354
Westside Investment Management
California
$1.39M -$62.5K -173 -4%
OAC
355
OMERS Administration Corp
Ontario, Canada
$1.38M +$245K +677 +20%
VI
356
Versor Investments
New York
$1.34M -$1.37M -3,778 -49%
AGWCA
357
Annis Gardner Whiting Capital Advisors
Florida
$1.31M -$28.9K -80 -2%
GJCM
358
Grand Jean Capital Management
California
$1.29M
PWM
359
Perigon Wealth Management
California
$1.29M -$31.8K -88 -2%
FA
360
Fiduciary Alliance
South Carolina
$1.28M +$1.36M +3,748 New
BF
361
BOK Financial
Oklahoma
$1.28M -$931K -2,575 -40%
Grantham, Mayo, Van Otterloo & Co (GMO)
362
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26M -$986K -2,726 -43%
UCFA
363
United Capital Financial Advisors
Texas
$1.25M +$37.6K +104 +3%
EF
364
Empirical Finance
Pennsylvania
$1.25M -$20.6K -57 -2%
IC
365
IEQ Capital
California
$1.23M -$184K -509 -12%
BAM
366
Blueshift Asset Management
New Jersey
$1.21M -$3.24M -8,949 -72%
CG
367
Caprock Group
Idaho
$1.21M +$361K +999 +40%
AFCM
368
Applied Finance Capital Management
Puerto Rico
$1.18M
ANTB
369
AMG National Trust Bank
Colorado
$1.17M -$6.15K -17 -0.5%
WCM
370
Weik Capital Management
Pennsylvania
$1.16M -$25.3K -70 -2%
SWM
371
Sendero Wealth Management
Texas
$1.14M -$594K -1,643 -33%
RWM
372
Ritholtz Wealth Management
New York
$1.13M +$1.19M +3,305 New
SFI
373
Siemens Fonds Invest
Germany
$1.11M -$858K -2,373 -42%
Wealth Enhancement Advisory Services
374
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$11.9K -33 -1%
Connor, Clark & Lunn Investment Management (CC&L)
375
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M -$18.7M -51,710 -94%

CHTR Hedge Fund Activity: Q4 2024 in Review

862 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2024, worth a combined $35B — up 5.2% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CHTR positions and 80 closed out — a net gain of 40 holders — while 281 added to existing stakes and 307 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $407M. The largest seller was Berkshire Hathaway, cutting an estimated $300M.

  • 862 institutional investors held Charter Communications (CHTR) as of Q4 2024, up from 834 in Q3 2024.
  • Funds reported $35B of Charter Communications stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 120 funds opened new Charter Communications positions in Q4 2024 and 80 closed out, a net change of +40 holders.
  • The largest Charter Communications buyer in Q4 2024 was T. Rowe Price Associates, an estimated $407M added.
  • The largest Charter Communications seller in Q4 2024 was Berkshire Hathaway, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2024.