We are live on ! Find out more
CHTR icon

Charter Communications

1,044 hedge funds and large institutions have $78.4B invested in Charter Communications in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 327 increasing their positions, 379 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 106

3% more funds holding

Funds holding: 1,0111,044 (+33)

0.81% less ownership

Funds ownership: 68.05%67.23% (-0.81%)

14% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 379

14% less capital invested

Capital invested by funds: $90.9B → $78.4B (-$12.5B)

24% less funds holding in top 10

Funds holding in top 10: 7255 (-17)

26% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $5.12B

Holders
1,044
Holders Change
+33
Holders Change %
+3.26%
% of All Funds
16.07%
Holding in Top 10
55
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.61%
% of All Funds
0.85%
New
154
Increased
327
Reduced
379
Closed
106
Calls
$3.78B
Puts
$5.12B
Net Calls
-$1.34B
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Madison Wealth Management
Ohio
$1.87M -$2.04K -3 -0.1%
SIA
452
SkyView Investment Advisors
New Jersey
$1.85M +$36.3M +53,282 +2,748%
CI
453
Cigna Investments
Connecticut
$1.84M -$784K -1,152 -29%
PDN
454
Pensionfund DSM Netherlands
Netherlands
$1.83M
GT
455
Greenleaf Trust
Michigan
$1.81M +$201K +295 +12%
VM
456
Venator Management
Pennsylvania
$1.77M +$921K +1,353 +99%
CK
457
Cohen Klingenstein
New York
$1.76M
IA
458
Icon Advisers
Colorado
$1.76M
NWM
459
Nauset Wealth Management
Connecticut
$1.74M +$1.81M +2,662 New
Verition Fund Management
460
Verition Fund Management
Connecticut
$1.73M +$122K +179 +7%
RFC
461
Regions Financial Corp
Alabama
$1.73M -$51.1K -75 -3%
SDIC
462
South Dakota Investment Council
South Dakota
$1.7M
AII
463
AGF Investments Inc
Ontario, Canada
$1.66M +$810K +1,189 +87%
BS
464
Bessemer Securities
New York
$1.66M -$724K -1,064 -29%
BCI
465
Brinker Capital Investments
Pennsylvania
$1.66M +$586K +860 +51%
UCFA
466
United Capital Financial Advisors
Texas
$1.65M +$74.9K +110 +5%
PP
467
Prudential plc
United Kingdom
$1.64M +$661K +971 +63%
ECM
468
Everence Capital Management
Indiana
$1.63M -$832K -1,222 -33%
SRC
469
Shufro Rose & Co
New York
$1.58M
JF
470
Jump Financial
Illinois
$1.58M +$1.65M +2,420 New
VIA
471
Vident Investment Advisory
Georgia
$1.57M +$146K +214 +10%
DADC
472
D.A. Davidson & Co
Montana
$1.56M +$88.5K +130 +6%
MF
473
Magnetar Financial
Illinois
$1.56M +$1.26M +1,853 +346%
CCP
474
Corient Capital Partners
California
$1.54M +$41.5K +61 +3%
CAM
475
Cresset Asset Management
Illinois
$1.53M +$102K +150 +7%

CHTR Hedge Fund Activity: Q4 2021 in Review

1,044 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q4 2021, worth a combined $78.4B — down 14% from $90.9B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CHTR positions and 106 closed out — a net gain of 48 holders — while 327 added to existing stakes and 379 trimmed.

The largest buyer was Veritas Asset Management, adding an estimated $430M. The largest seller was Fidelity Investments, cutting an estimated $862M.

  • 1,044 institutional investors held Charter Communications (CHTR) as of Q4 2021, up from 1,011 in Q3 2021.
  • Funds reported $78.4B of Charter Communications stock for Q4 2021, down 14% quarter-over-quarter.
  • 154 funds opened new Charter Communications positions in Q4 2021 and 106 closed out, a net change of +48 holders.
  • The largest Charter Communications buyer in Q4 2021 was Veritas Asset Management, an estimated $430M added.
  • The largest Charter Communications seller in Q4 2021 was Fidelity Investments, an estimated $862M sold.

Based on aggregated 13F filings for Q4 2021.