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
WW
451
Winnow Wealth
Texas
$624K +$726K +2,008 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$617K +$18.1K +50 +3%
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$596K +$180K +499 +40%
ETC
454
Exchange Traded Concepts
Oklahoma
$593K -$18.1K -50 -3%
NAAA
455
New Age Alpha Advisors
New York
$593K +$625K +1,729 New
KAS
456
Kestra Advisory Services
Texas
$591K +$68K +188 +12%
CA
457
Clearstead Advisors
Ohio
$589K -$231K -639 -27%
VI
458
Vestcor Inc
New Brunswick, Canada
$580K -$1.08K -3 -0.2%
AFM
459
Armstrong Fleming & Moore
District of Columbia
$577K
PWMG
460
Prestige Wealth Management Group
New Jersey
$577K -$60.7K -168 -9%
QC
461
Quantessence Capital
New York
$576K +$607K +1,679 New
HWM
462
HB Wealth Management
Georgia
$569K +$45.6K +126 +8%
SRL
463
Scientech Research LLC
New Jersey
$560K -$1.98M -5,481 -77%
IFWM
464
Institute for Wealth Management
Colorado
$545K -$79.9K -221 -12%
PAM
465
Panagora Asset Management
Massachusetts
$514K -$1.26M -3,494 -70%
AG
466
AlTi Global
New York
$512K -$362 -1 -0.1%
LSA
467
Leonteq Securities AG
Switzerland
$496K +$356K +984 +213%
ACA
468
Atlas Capital Advisors
Wyoming
$495K +$496K +1,373 +1,961%
WT
469
Whittier Trust
California
$492K -$183K -507 -26%
APG Asset Management
470
APG Asset Management
Netherlands
$491K
MSA
471
MUFG Securities Americas
New York
$489K +$516K +1,428 New
AAIS
472
ABN AMRO Investment Solutions
$484K -$471K -1,302 -48%
EML
473
Eos Management LP
New York
$480K
KeyBank National Association
474
KeyBank National Association
Ohio
$477K +$12.7K +35 +3%
AWM
475
Apollon Wealth Management
South Carolina
$470K +$22.4K +62 +5%

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.