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Charter Communications

786 hedge funds and large institutions have $31.4B invested in Charter Communications in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 302 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

5% more capital invested

Capital invested by funds: $29.8B → $31.4B (+$1.52B)

1.74% more ownership

Funds ownership: 71.08%72.83% (+1.7%)

5% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $995M

5% less funds holding

Funds holding: 825786 (-39)

18% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 302

24% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 113

Holders
786
Holders Change
-39
Holders Change %
-4.73%
% of All Funds
11.35%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.3%
New
86
Increased
249
Reduced
302
Closed
113
Calls
$1.05B
Puts
$995M
Net Calls
+$51.2M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
VCG
426
Vantage Consulting Group
Virginia
$505K +$4.09K +15 +0.9%
AFM
427
Armstrong Fleming & Moore
District of Columbia
$503K
KAS
428
Kestra Advisory Services
Texas
$496K -$111K -407 -20%
VAG
429
VisionPoint Advisory Group
Texas
$495K -$15.6K -57 -3%
HCL
430
Heard Capital LLC
Illinois
$487K
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$481K -$50.2K -184 -10%
IFWM
432
Institute for Wealth Management
Colorado
$475K +$120K +439 +38%
IPAM
433
ICICI Prudential Asset Management
India
$473K +$37.4K +137 +9%
AG
434
AlTi Global
New York
$470K +$140K +513 +48%
Focus Partners Wealth
435
Focus Partners Wealth
Massachusetts
$469K +$61.1K +224 +17%
AAS
436
Avantax Advisory Services
Texas
$467K +$427K +1,563 New
CAS
437
CTC Alternative Strategies
Illinois
$467K +$426K +1,561 New
BC
438
Burney Company
Virginia
$459K -$718K -2,629 -63%
PWMG
439
Prestige Wealth Management Group
New Jersey
$458K +$54.9K +201 +15%
MYAM
440
Meiji Yasuda Asset Management
Japan
$453K +$25.7K +94 +7%
CCM
441
Coldstream Capital Management
Washington
$446K +$73.1K +268 +22%
TC
442
TownSquare Capital
Utah
$440K +$207K +759 +106%
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$432K -$54.9K -201 -12%
Two Sigma Advisers
444
Two Sigma Advisers
New York
$431K +$393K +1,440 New
EML
445
Eos Management LP
New York
$419K
HI
446
Horizon Investments
North Carolina
$416K +$6.82K +25 +2%
HWM
447
HB Wealth Management
Georgia
$415K +$136K +497 +56%
EFM
448
E Fund Management
China
$409K +$4.37K +16 +1%
ACM
449
Argyle Capital Management
Pennsylvania
$404K -$10.9K -40 -3%
OAM
450
Oppenheimer Asset Management
New York
$402K -$49.1K -180 -12%

CHTR Hedge Fund Activity: Q2 2024 in Review

786 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2024, worth a combined $31.4B — up 5.1% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CHTR and 86 opened new positions — a net loss of 27 holders — while 302 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $280M. The largest seller was Capital International Investors, cutting an estimated $194M.

  • 786 institutional investors held Charter Communications (CHTR) as of Q2 2024, down from 825 in Q1 2024.
  • Funds reported $31.4B of Charter Communications stock for Q2 2024, up 5.1% quarter-over-quarter.
  • 86 funds opened new Charter Communications positions in Q2 2024 and 113 closed out, a net change of -27 holders.
  • The largest Charter Communications buyer in Q2 2024 was Citadel Advisors, an estimated $280M added.
  • The largest Charter Communications seller in Q2 2024 was Capital International Investors, an estimated $194M sold.

Based on aggregated 13F filings for Q2 2024.