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Charter Communications
CHTR

Overview Fund Activity

817 hedge funds and large institutions have $29.8B invested in Charter Communications in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 246 increasing their positions, 327 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-83
Holders Change %
-9.22%
% of All Funds
11.84%
Holding in Top 10
16
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-40.74%
% of All Funds
0.23%
New
98
Increased
246
Reduced
327
Closed
170
Calls
$971M
Puts
$1.2B
Net Calls
-$224M
Net Calls Change
-$359M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$3.07B
2
Dodge & Cox
2
Dodge & Cox
California
$3.36B
3
Pzena Investment Management
3
Pzena Investment Management
New York
$828M
4
Franklin Resources
4
Franklin Resources
California
$811M
5
UBS Group
5
UBS Group
Switzerland
$341M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
AIM
2
Allen Investment Management
New York
$0
3
FCM
3
Farallon Capital Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$152M
5
Morgan Stanley
5
Morgan Stanley
New York
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$391K -$119K -410 -23%
MCM
477
MAI Capital Management
Ohio
$387K +$189K +649 +95%
CAM
478
Councilmark Asset Management
Tennessee
$387K +$387K +1,333 New
PWMG
479
Prestige Wealth Management Group
New Jersey
$387K +$3.78K +13 +1%
OQS
480
Occudo Quantitative Strategies
Florida
$385K +$385K +1,324 New
LA
481
Legacy Advisors
Pennsylvania
$384K +$2.91K +10 +0.8%
Envestnet Portfolio Solutions
482
Envestnet Portfolio Solutions
Illinois
$381K +$201K +690 +111%
Luther King Capital Management (LKCM)
483
Luther King Capital Management (LKCM)
Texas
$379K -$24.1K -83 -6%
FT
484
Fiduciary Trust
Massachusetts
$378K -$12.5K -43 -3%
Kovitz Investment Group Partners
485
Kovitz Investment Group Partners
Illinois
$371K -$66.1M -227,601 -99%
SC
486
SouthState Corp
Florida
$369K -$57.5K -198 -13%
CAM
487
Cozad Asset Management
Illinois
$362K -$371K -1,275 -51%
CCM
488
Coldstream Capital Management
Washington
$355K -$82.5K -284 -19%
TAM
489
Trust Asset Management
Texas
$354K – – –
PTC
490
Petrus Trust Company
Texas
$354K +$354K +1,218 New
SMH
491
Sanders Morris Harris
Texas
$354K +$1.16K +4 +0.3%
SWP
492
Stratos Wealth Partners
Ohio
$350K +$86.6K +298 +33%
BFS
493
Bradley Foster & Sargent
Connecticut
$346K -$291 -1 -0.1%
DMBA
494
Deseret Mutual Benefit Administrators
Utah
$343K +$23.3K +80 +7%
DWT
495
Dorsey & Whitney Trust
South Dakota
$340K +$115K +394 +51%
EWA
496
EP Wealth Advisors
California
$339K -$45K -155 -12%
DPIM
497
Duff & Phelps Investment Management
Illinois
$338K +$10.8K +37 +3%
FWIA
498
Fort Washington Investment Advisors
Ohio
$337K -$64.2K -221 -16%
IFWM
499
Institute for Wealth Management
Colorado
$334K -$6.97K -24 -2%
WI
500
Wintrust Investments
Illinois
$334K +$334K +1,150 New
18 19
20
21 22