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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
CAM
451
Councilmark Asset Management
Tennessee
$399K
HWMO
452
Heritage Wealth Management (Ohio)
Ohio
$393K +$355K +1,302 New
GI
453
GAMMA Investing
California
$392K +$280K +1,025 +360%
FT
454
Fiduciary Trust
Massachusetts
$389K +$819 +3 +0.2%
WJWM
455
Williams Jones Wealth Management
New York
$389K -$36K -132 -9%
ASN
456
Advisory Services Network
Georgia
$387K +$40.1K +147 +13%
KeyBank National Association
457
KeyBank National Association
Ohio
$386K -$93.6K -343 -21%
SRC
458
Shufro Rose & Co
New York
$382K -$136K -500 -28%
FM
459
Foster & Motley
Ohio
$382K +$40.9K +150 +13%
RIL
460
Rothschild Investment LLC
Illinois
$379K +$57.9K +212 +20%
P
461
Pitcairn
Pennsylvania
$375K -$47.5K -174 -12%
Baird Financial Group
462
Baird Financial Group
Wisconsin
$375K -$29.5K -108 -8%
CCM
463
Cohen Capital Management
California
$371K -$33.3K -122 -9%
BAM
464
Blueshift Asset Management
New Jersey
$370K -$957K -3,506 -74%
TAM
465
Trust Asset Management
Texas
$364K
SMH
466
Sanders Morris Harris
Texas
$363K -$546 -2 -0.2%
DMBA
467
Deseret Mutual Benefit Administrators
Utah
$363K +$9.82K +36 +3%
CW
468
CreativeOne Wealth
Kansas
$363K +$36.8K +135 +13%
BPA
469
Beacon Pointe Advisors
California
$356K -$63.9K -234 -16%
FWIA
470
Fort Washington Investment Advisors
Ohio
$346K
CAPTRUST Financial Advisors
471
CAPTRUST Financial Advisors
North Carolina
$346K -$356K -1,303 -53%
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
$343K -$42.8K -157 -12%
CPIG
473
Chicago Partners Investment Group
Illinois
$343K +$9.55K +35 +4%
BFM
474
Boothbay Fund Management
New York
$342K -$3.41M -12,498 -92%
PFA
475
Pure Financial Advisors
California
$339K +$273 +1 +0.1%

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.