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Charter Communications
CHTR

Overview Fund Activity

816 hedge funds and large institutions have $29.7B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 245 increasing their positions, 327 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-83
Holders Change %
-9.23%
% of All Funds
11.83%
Holding in Top 10
16
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-40.74%
% of All Funds
0.23%
New
98
Increased
245
Reduced
327
Closed
170
Calls
$971M
Puts
$1.2B
Net Calls
-$224M
Net Calls Change
-$359M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.07B
2
Dodge & Cox
2
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$828M
4
Franklin Resources
4
Franklin Resources
California
$811M
5
UBS Group
5
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
AIM
2
Allen Investment Management
New York
$0
3
FCM
3
Farallon Capital Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
5
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
426
Cidel Asset Management
Ontario, Canada
$572K +$45.9K +158 +9%
DPAM
427
Degroof Petercam Asset Management
Belgium
$567K – – –
VIM
428
Vinva Investment Management
Australia
$564K -$18K -62 -3%
AWM
429
Apollon Wealth Management
South Carolina
$558K +$312K +1,074 +127%
NA
430
NewEdge Advisors
Louisiana
$554K -$380K -1,308 -41%
PI
431
PFG Investments
New York
$548K +$548K +1,887 New
QI
432
Qtron Investments
Massachusetts
$548K – – –
RJT
433
Raymond James Trust
Florida
$547K +$180K +619 +49%
SC
434
Savant Capital
Illinois
$531K -$399K -1,374 -43%
BC
435
Bridgefront Capital
Texas
$530K +$530K +1,823 New
RFC
436
Regions Financial Corp
Alabama
$525K -$171K -587 -25%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$521K -$184K -635 -26%
SRC
438
Shufro Rose & Co
New York
$517K -$38.9K -134 -7%
CVM
439
Cheviot Value Management
California
$512K -$133K -457 -21%
SFA
440
Sequoia Financial Advisors
Ohio
$505K -$165K -569 -25%
VAG
441
VisionPoint Advisory Group
Texas
$498K +$498K +1,714 New
RSWM
442
Robertson Stephens Wealth Management
California
$495K +$495K +1,702 New
VI
443
Vestcor Inc
New Brunswick, Canada
$493K -$129K -443 -21%
AFM
444
Armstrong Fleming & Moore
District of Columbia
$489K – – –
CC
445
Corton Capital
Ontario, Canada
$489K +$489K +1,684 New
AL
446
Aspiriant LLC
California
$489K +$43K +148 +10%
VCG
447
Vantage Consulting Group
Virginia
$486K +$115K +397 +31%
PWM
448
Power Wealth Management
Georgia
$482K +$202K +696 +72%
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$478K -$40.1K -138 -8%
KeyBank National Association
450
KeyBank National Association
Ohio
$475K -$25K -86 -5%
16 17
18
19 20