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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
Brown Advisory
401
Brown Advisory
Maryland
$917K -$50.3K -139 -5%
Walleye Capital
402
Walleye Capital
New York
$900K -$39.3M -108,686 -98%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$900K -$744K -2,059 -44%
NP
404
NorthRock Partners
Minnesota
$877K -$43K -119 -4%
IMCOOI
405
Investment Management Corp of Ontario (IMCO)
Canada
$872K -$217K -600 -19%
AWM
406
AE Wealth Management
Kansas
$871K +$234K +646 +34%
PRP
407
Peak Retirement Planning
Ohio
$870K +$913K +2,525 New
OTPPB
408
Ontario Teachers' Pension Plan Board
Ontario, Canada
$865K -$338K -934 -27%
LP
409
LMR Partners
United Kingdom
$857K
FC
410
Farringdon Capital
United Kingdom
$857K +$903K +2,499 New
PIM
411
Plato Investment Management
Australia
$847K +$492K +1,360 +123%
MML Investors Services
412
MML Investors Services
Massachusetts
$845K -$166K -459 -16%
CWM
413
Circle Wealth Management
New Jersey
$843K -$55.3K -153 -6%
SFA
414
Sequoia Financial Advisors
Ohio
$838K -$62.9K -174 -7%
CAM
415
Cidel Asset Management
Ontario, Canada
$824K +$47.4K +131 +6%
SRWM
416
Shira Ridge Wealth Management
California
$818K
SLI
417
Sumitomo Life Insurance
Japan
$811K -$12.7K -35 -1%
YIH
418
Y-Intercept (HK)
Hong Kong
$809K -$2.99M -8,274 -78%
EIP
419
Epoch Investment Partners
New York
$806K +$850K +2,351 New
BBI
420
Baxter Bros Inc
Connecticut
$806K -$48.1K -133 -5%
ARMT
421
Amica Retiree Medical Trust
Rhode Island
$797K -$72.7K -201 -8%
CUAMC
422
China Universal Asset Management Company
China
$793K +$182K +503 +28%
WA
423
Waverly Advisors
Alabama
$788K +$35.8K +99 +5%
HCL
424
Heard Capital LLC
Illinois
$782K +$236K +652 +40%
VSQM
425
V-Square Quantitative Management
Illinois
$776K

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.