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Charter Communications

843 hedge funds and large institutions have $36.5B invested in Charter Communications in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.47B

1% more capital invested

Capital invested by funds: $36.3B → $36.5B (+$201M)

0.43% less ownership

Funds ownership: 66.42%65.99% (-0.43%)

2% less funds holding

Funds holding: 859843 (-16)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

12% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 86

31% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 351

Holders
843
Holders Change
-16
Holders Change %
-1.86%
% of All Funds
13.24%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.41%
New
76
Increased
243
Reduced
351
Closed
86
Calls
$1.52B
Puts
$1.47B
Net Calls
+$48.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
401
United Asset Strategies
New York
$1.18M +$71K +208 +7%
BPC
402
Banque Pictet & Cie
Switzerland
$1.16M -$17.4K -51 -2%
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$1.13M -$62.4K -183 -6%
BFG
404
Bleakley Financial Group
New Jersey
$1.13M +$406K +1,191 +63%
SS
405
Simplicity Solutions
Minnesota
$1.13M +$405K +1,188 +63%
CIC
406
Cornercap Investment Counsel
Georgia
$1.11M -$21.5K -63 -2%
SLI
407
Sumitomo Life Insurance
Japan
$1.09M -$83.3K -244 -8%
FCM
408
Fortis Capital Management
Washington
$1.07M +$241K +707 +32%
MYLI
409
Meiji Yasuda Life Insurance
Japan
$1.06M +$10.2K +30 +1%
CF
410
Centaurus Financial
California
$1.06M -$286K -838 -23%
LJHT
411
Laurie J. Hall Trustee
$1.05M
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$1.05M -$60.1K -176 -6%
Tudor Investment Corp
413
Tudor Investment Corp
Connecticut
$1.01M +$680K +1,993 +263%
CK
414
Cohen Klingenstein
New York
$992K
VIM
415
Vista Investment Management
Pennsylvania
$973K +$27K +79 +3%
VIM
416
Vinva Investment Management
Australia
$969K -$342K -1,002 -27%
EML
417
Eos Management LP
New York
$955K
IIM
418
INTECH Investment Management
Florida
$952K -$1.23M -3,600 -58%
RFC
419
Regions Financial Corp
Alabama
$935K -$35.1K -103 -4%
SRWM
420
Shira Ridge Wealth Management
California
$879K
FFA
421
Fortune Financial Advisors
Kansas
$872K +$810K +2,373 New
WT
422
Whittier Trust
California
$871K
WIM
423
Westside Investment Management
California
$868K +$57.3K +168 +8%
XT
424
XTX Topco
Cayman Islands
$824K +$766K +2,244 New
ECM
425
Everence Capital Management
Indiana
$822K

CHTR Hedge Fund Activity: Q2 2023 in Review

843 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2023, worth a combined $36.5B — up 0.55% from $36.3B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of CHTR and 76 opened new positions — a net loss of 10 holders — while 351 trimmed existing stakes and 243 added.

The largest buyer was Harris Associates, adding an estimated $365M. The largest seller was Veritas Asset Management, cutting an estimated $187M.

  • 843 institutional investors held Charter Communications (CHTR) as of Q2 2023, down from 859 in Q1 2023.
  • Funds reported $36.5B of Charter Communications stock for Q2 2023, up 0.55% quarter-over-quarter.
  • 76 funds opened new Charter Communications positions in Q2 2023 and 86 closed out, a net change of -10 holders.
  • The largest Charter Communications buyer in Q2 2023 was Harris Associates, an estimated $365M added.
  • The largest Charter Communications seller in Q2 2023 was Veritas Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2023.