We are live on ! Find out more
CHTR icon

Charter Communications

843 hedge funds and large institutions have $36.5B invested in Charter Communications in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 351 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.47B

1% more capital invested

Capital invested by funds: $36.3B → $36.5B (+$201M)

0.43% less ownership

Funds ownership: 66.42%65.99% (-0.43%)

2% less funds holding

Funds holding: 859843 (-16)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

12% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 86

31% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 351

Holders
843
Holders Change
-16
Holders Change %
-1.86%
% of All Funds
13.24%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.41%
New
76
Increased
243
Reduced
351
Closed
86
Calls
$1.52B
Puts
$1.47B
Net Calls
+$48.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Meeder Advisory Services
Ohio
$553K -$71.7K -210 -12%
BP
477
Ballentine Partners
Massachusetts
$551K -$682 -2 -0.1%
WJWM
478
Williams Jones Wealth Management
New York
$549K -$2.73K -8 -0.5%
MYAM
479
Meiji Yasuda Asset Management
Japan
$549K -$115K -336 -18%
SA
480
Syntax Advisors
New York
$546K -$19.4K -57 -4%
VCG
481
Vantage Consulting Group
Virginia
$546K -$19.4K -57 -4%
LCM
482
Landscape Capital Management
New Jersey
$539K
FWIA
483
Fort Washington Investment Advisors
Ohio
$538K -$68.2K -200 -12%
OTL
484
Oak Thistle LLC
New York
$531K +$493K +1,446 New
BSW
485
Buckingham Strategic Wealth
Missouri
$518K -$6.83K -20 -1%
KA
486
Kintegral Advisory
New York
$516K
KWM
487
Kingsview Wealth Management
Oregon
$511K -$60.7K -178 -11%
HI
488
Horizon Investments
North Carolina
$511K +$25.9K +76 +6%
AAIS
489
ABN AMRO Investment Solutions
$511K -$776K -2,275 -62%
Luther King Capital Management (LKCM)
490
Luther King Capital Management (LKCM)
Texas
$510K -$3.41K -10 -0.7%
FMAEN1
491
Fund Management at Engine No 1
California
$497K +$25.6K +75 +6%
AL
492
Aspiriant LLC
California
$497K
FTDI
493
First Trust Direct Indexing
Massachusetts
$496K -$120K -352 -21%
CG
494
Colony Group
Massachusetts
$492K -$682 -2 -0.1%
APM
495
Advanced Portfolio Management
New York
$490K +$456K +1,335 New
BCI
496
Brinker Capital Investments
Pennsylvania
$488K -$4.78K -14 -1%
OPS
497
Orion Portfolio Solutions
Nebraska
$488K -$4.78K -14 -1%
HWM
498
HB Wealth Management
Georgia
$485K -$14.7K -43 -3%
SYBT
499
Stock Yards Bank & Trust
Kentucky
$485K -$65.2K -191 -13%
MNBTD
500
Moody National Bank Trust Division
Texas
$483K +$21.8K +64 +5%

CHTR Hedge Fund Activity: Q2 2023 in Review

843 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charter Communications (CHTR) for Q2 2023, worth a combined $36.5B — up 0.55% from $36.3B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of CHTR and 76 opened new positions — a net loss of 10 holders — while 351 trimmed existing stakes and 243 added.

The largest buyer was Harris Associates, adding an estimated $365M. The largest seller was Veritas Asset Management, cutting an estimated $187M.

  • 843 institutional investors held Charter Communications (CHTR) as of Q2 2023, down from 859 in Q1 2023.
  • Funds reported $36.5B of Charter Communications stock for Q2 2023, up 0.55% quarter-over-quarter.
  • 76 funds opened new Charter Communications positions in Q2 2023 and 86 closed out, a net change of -10 holders.
  • The largest Charter Communications buyer in Q2 2023 was Harris Associates, an estimated $365M added.
  • The largest Charter Communications seller in Q2 2023 was Veritas Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2023.