We are live on ! Find out more
CHTR icon

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
1C
426
111 Capital
France
$776K +$819K +2,265 New
FRA
427
Frank Rimerman Advisors
California
$774K -$102K -283 -11%
AWM
428
Axxcess Wealth Management
California
$763K +$123K +339 +18%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$761K -$37.2K -103 -4%
CW
430
CreativeOne Wealth
Kansas
$758K +$362K +1,002 +83%
DA
431
Doliver Advisors
Texas
$740K +$781K +2,159 New
SM
432
STF Management
Texas
$731K +$15.2K +42 +2%
Focus Partners Wealth
433
Focus Partners Wealth
Massachusetts
$729K +$207K +572 +37%
STA
434
Summit Trail Advisors
New York
$717K +$95.8K +265 +15%
GT
435
Greenleaf Trust
Michigan
$716K -$13K -36 -2%
MLM
436
Mount Lucas Management
Pennsylvania
$706K -$45.9K -127 -6%
CCM
437
Coldstream Capital Management
Washington
$702K +$57.5K +159 +8%
DC
438
Davenport & Co
Virginia
$702K +$740K +2,047 New
PCMU
439
Paragon Capital Management (Utah)
Utah
$689K +$727K +2,011 New
CAM
440
Cresset Asset Management
Illinois
$686K -$12.1M -33,469 -94%
WGCA
441
Wolf Group Capital Advisors
Virginia
$686K
GI
442
GAMMA Investing
California
$678K +$63.3K +175 +10%
PI
443
PFG Investments
New York
$677K +$9.04K +25 +1%
SC
444
Savant Capital
Illinois
$676K +$60.4K +167 +9%
EFM
445
E Fund Management
China
$656K +$161K +445 +30%
MFS
446
Mirabella Financial Services
United Kingdom
$650K -$15.3M -42,327 -96%
WP
447
Woodline Partners
California
$650K +$685K +1,896 New
P
448
Pitcairn
Pennsylvania
$638K +$225K +621 +50%
IPAM
449
ICICI Prudential Asset Management
India
$634K -$4.34K -12 -0.6%
CVM
450
Cheviot Value Management
California
$629K -$18.1K -50 -3%

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.