Charter Communications
CHTR
824 hedge funds and large institutions have $29.8B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 249 increasing their positions, 328 reducing their positions, and 170 closing their positions.
4.01% more ownership
Funds ownership: 67.07% → 71.08% (+4%)
9% less funds holding
Funds holding: 906 → 824 (-82)
19% less call options, than puts
Call options by funds: $971M | Put options by funds: $1.2B
23% less capital invested
Capital invested by funds: $38.5B → $29.8B (-$8.71B)
24% less repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 328
41% less funds holding in top 10
Funds holding in top 10: 27 → 16 (-11)
42% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.18B |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$1.02B |
| 3 |
Pzena Investment Management
New York
|
+$450M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$444M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$368M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$979M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$341M |
| 3 |
AIM
Allen Investment Management
New York
|
-$324M |
| 4 |
Morgan Stanley
New York
|
-$313M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$311M |
CHTR Hedge Fund Activity: Q1 2024 in Review
824 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q1 2024, worth a combined $29.8B — down 23% from $38.5B a quarter earlier.
Sellers outnumbered buyers: 170 funds closed out of CHTR and 99 opened new positions — a net loss of 71 holders — while 328 trimmed existing stakes and 249 added.
The largest buyer was Capital International Investors, adding an estimated $1.18B. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $979M sold.
- 824 institutional investors held Charter Communications (CHTR) as of Q1 2024, down from 906 in Q4 2023.
- Funds reported $29.8B of Charter Communications stock for Q1 2024, down 23% quarter-over-quarter.
- 99 funds opened new Charter Communications positions in Q1 2024 and 170 closed out, a net change of -71 holders.
- The largest Charter Communications buyer in Q1 2024 was Capital International Investors, an estimated $1.18B added.
- The largest Charter Communications seller in Q1 2024 was Massachusetts Financial Services, an estimated $979M sold.
Based on aggregated 13F filings for Q1 2024.